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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

779 hedge funds and large institutions have $14.8B invested in SPDR Portfolio S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 367 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+20
Holders Change %
+2.64%
% of All Funds
12.42%
Holding in Top 10
163
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.82%
% of All Funds
2.6%
New
77
Increased
367
Reduced
252
Closed
46
Calls
$14.4M
Puts
$5.18M
Net Calls
+$9.21M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
LPL Financial
California
$1.15B
3
Osaic Holdings
Osaic Holdings
Arizona
$365M
4
OIA
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$386M
2
DJSG
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
Brookstone Capital Management
Illinois
$107M
4
DCM
Davidson Capital Management
Texas
$38M
5
EWA
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
201
Panoramic Investment Advisors
Colorado
$8.89M +$8.89M +176,979 New
FF
202
Financial Futures
New Jersey
$8.87M +$301K +5,991 +4%
AO
203
Advisor OS
Illinois
$8.86M +$1.09M +21,663 +14%
FI
204
Financial Insights
Washington
$8.82M +$8.82M +179,303 New
EFS
205
Econ Financial Services
Pennsylvania
$8.68M +$8.31M +165,322 +2,233%
GG
206
GenWealth Group
New Jersey
$8.51M -$506K -10,070 -6%
WWA
207
WCG Wealth Advisors
Nevada
$8.47M +$415K +8,254 +5%
CWA
208
Centennial Wealth Advisory
Michigan
$8.44M -$839K -16,702 -9%
WHCI
209
W.H. Cornerstone Investments
Massachusetts
$8.42M +$1.61M +31,992 +24%
CAG
210
Csenge Advisory Group
Florida
$8.21M +$536K +10,656 +7%
Two Sigma Advisers
211
Two Sigma Advisers
New York
$8.09M +$4.74M +94,300 +142%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$8.03M +$783K +15,586 +11%
IRC
213
Investors Research Corp
Georgia
$8.01M +$275K +5,463 +4%
MWM
214
Maripau Wealth Management
Indiana
$7.99M +$1.38M +27,441 +21%
BWG
215
Beta Wealth Group
California
$7.96M -$55.9K -1,112 -0.7%
WWP
216
WR Wealth Planners
Missouri
$7.91M +$998K +19,852 +14%
FAIM
217
Financial Advocates Investment Management
Washington
$7.85M -$159K -3,171 -2%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$7.83M +$819K +16,292 +12%
GWM
219
Geneos Wealth Management
Colorado
$7.78M +$255K +5,067 +3%
FPWM
220
FSB Premier Wealth Management
Iowa
$7.75M -$283K -5,637 -4%
TFA
221
Teamwork Financial Advisors
Texas
$7.72M +$1.05M +20,954 +16%
DJSG
222
D.J. St. Germain
Massachusetts
$7.72M -$91.1M -1,811,840 -92%
BW
223
Bison Wealth
Georgia
$7.66M +$2.75M +54,795 +56%
SCM
224
SOL Capital Management
Maryland
$7.59M +$7.59M +150,995 New
BWFA
225
Baltimore-Washington Financial Advisors
Maryland
$7.58M +$76.4K +1,521 +1%
7 8
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