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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

919 hedge funds and large institutions have $19.9B invested in SPDR Portfolio S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 411 increasing their positions, 258 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.47%
Holding in Top 10
193
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.4%
% of All Funds
2.83%
New
176
Increased
411
Reduced
258
Closed
28
Calls
$17.3M
Puts
$12.3M
Net Calls
+$5.05M
Net Calls Change
-$4.17M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$685M
2
LPL Financial
LPL Financial
California
$1.53B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$470M
4
ACM
Advance Capital Management
Michigan
$333M
5
Bank of America
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
Brookstone Capital Management
Illinois
$84.4M
4
SWM
SigFig Wealth Management
California
$98.7M
5
SMM
Stadion Money Management
Georgia
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
201
Kohmann Bosshard Financial Services
Ohio
$13.2M -$128K -2,293 -1%
IPWA
202
International Private Wealth Advisors
California
$13M +$13M +233,340 New
CW
203
Connectus Wealth
Ohio
$12.3M -$86.6K -1,549 -0.7%
FWP
204
Firethorn Wealth Partners
Georgia
$12.3M +$947K +16,948 +8%
CAG
205
Csenge Advisory Group
Florida
$12M +$2.91M +52,034 +32%
RC
206
RBF Capital
California
$12M – – –
CA
207
CoreCap Advisors
Michigan
$12M -$1.09M -19,527 -8%
FZCM
208
Flynn Zito Capital Management
New York
$11.9M -$7.2M -128,879 -38%
KV
209
Kickstand Ventures
New York
$11.8M +$1.07M +19,160 +10%
Stifel Financial
210
Stifel Financial
Missouri
$11.8M +$4.83M +86,450 +70%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.6M +28,707 +16%
UAS
212
United Asset Strategies
New York
$11.5M +$647K +11,571 +6%
WA
213
Win Advisors
Florida
$11.5M +$11.5M +206,399 New
PSFG
214
Prairie Sky Financial Group
Illinois
$11.4M +$656K +11,743 +6%
SW
215
SkyOak Wealth
Michigan
$11.3M +$286K +5,123 +3%
MA
216
Mutual Advisors
Nebraska
$10.9M +$668K +11,941 +7%
BIG
217
Bush Investment Group
Georgia
$10.9M +$10.9M +187,556 New
TCM
218
Towercrest Capital Management
Pennsylvania
$10.6M +$404K +7,229 +4%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$10.5M -$8.15M -145,707 -44%
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$10.2M +$31.1K +556 +0.3%
SCM
221
SOL Capital Management
Maryland
$10.2M +$1.8M +32,235 +21%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$10.1M +$1.14M +20,373 +13%
PIA
223
Panoramic Investment Advisors
Colorado
$10M +$120K +2,146 +1%
AF
224
Apollon Financial
South Carolina
$10M +$10M +178,938 New
FF
225
Financial Futures
New Jersey
$9.97M +$104K +1,867 +1%
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