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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 294 increasing their positions, 234 reducing their positions, and 59 closing their positions.

Holders
694
Holders Change
–
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
142
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.07%
% of All Funds
2.27%
New
75
Increased
294
Reduced
234
Closed
59
Calls
$28.9M
Puts
$29.3M
Net Calls
-$398K
Net Calls Change
-$16.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$863M
2
OIA
2
OneDigital Investment Advisors
Kansas
$165M
3
ACG
3
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MWM
2
Moran Wealth Management
Florida
$0
3
BlackRock
3
BlackRock
New York
$152K
4
TC
4
Trilogy Capital
California
$1.17M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$827
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.16B 24,151,021 +176,625 +0.7%
LPL Financial
2
LPL Financial
California
$863M 17,925,808 +2,823,990 +19%
SMM
3
Stadion Money Management
Georgia
$436M 9,061,433 +608,012 +7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$344M 7,150,661 +57,049 +0.8%
AWM
5
AE Wealth Management
Kansas
$337M 7,001,665 -680,534 -9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$243M 5,054,836 +125,955 +3%
Bank of America
7
Bank of America
North Carolina
$215M 4,459,638 -271,483 -6%
AssetMark Inc
8
AssetMark Inc
California
$194M 4,022,828 +393,671 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$184M 3,812,215 -166,917 -4%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$176M 3,665,394 +148,871 +4%
OIA
11
OneDigital Investment Advisors
Kansas
$165M 3,421,779 +937,699 +38%
GI
12
Gradient Investments
Minnesota
$158M 3,282,612 +67,949 +2%
PAG
13
Private Advisor Group
New Jersey
$137M 2,848,537 -5,160 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$136M 2,818,483 +50,770 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$128M 2,648,127 -1,078,243 -29%
BCM
16
Brookstone Capital Management
Illinois
$126M 2,594,067 +434,263 +20%
GAG
17
GM Advisory Group
New York
$120M 2,492,796 +438,867 +21%
PWA
18
Peterson Wealth Advisors
Utah
$117M 2,430,583 +104,164 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$105M 2,173,847 -208,111 -9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$104M 2,162,080 +289,192 +15%
Mariner
21
Mariner
Kansas
$104M 2,154,999 +389,539 +22%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$100M 2,078,294 +631,538 +44%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.8M 2,031,358 -261,064 -11%
APTFM
24
AGUR Provident & Training Funds Management
Israel
$95.8M 1,958,294 – –
TLIC
25
Taiyo Life Insurance Company
Japan
$93.4M 1,940,500 – –
1
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