SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$292M
2
LPL Financial
2
LPL Financial
California
$1.07B
3
SWM
3
SigFig Wealth Management
California
$124M
4
DJSG
4
D.J. St. Germain
Massachusetts
$102M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$222M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
2
KWB Wealth
California
$67M
3
ACM
3
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
4
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.32B 25,367,366 +1,216,345 +5%
LPL Financial
2
LPL Financial
California
$1.07B 20,587,169 +2,661,361 +15%
SMM
3
Stadion Money Management
Georgia
$551M 10,566,241 +1,504,808 +17%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$401M 7,692,975 +542,314 +8%
AWM
5
AE Wealth Management
Kansas
$354M 6,785,651 -216,014 -3%
CCMG
6
Clark Capital Management Group
Pennsylvania
$292M 5,601,165 +5,601,165 New
Bank of America
7
Bank of America
North Carolina
$272M 5,226,558 +766,920 +17%
Financial Engines Advisors
8
Financial Engines Advisors
California
$264M 5,070,577 +15,741 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$262M 5,036,833 +1,224,618 +32%
AssetMark Inc
10
AssetMark Inc
California
$229M 4,400,796 +377,968 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$222M 4,258,456 +1,610,329 +61%
OIA
12
OneDigital Investment Advisors
Kansas
$199M 3,828,221 +406,442 +12%
PAG
13
Private Advisor Group
New Jersey
$198M 3,806,579 +958,042 +34%
Morgan Stanley
14
Morgan Stanley
New York
$175M 3,367,252 +548,769 +19%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$174M 3,336,115 +1,257,821 +61%
GI
16
Gradient Investments
Minnesota
$169M 3,239,148 -43,464 -1%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M 2,986,588 +955,230 +47%
CAL
18
Capital Analysts LLC
Pennsylvania
$140M 2,682,912 +509,065 +23%
GAG
19
GM Advisory Group
New York
$139M 2,676,197 +183,401 +7%
BCM
20
Brookstone Capital Management
Illinois
$139M 2,698,725 +104,658 +4%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$134M 2,577,746 -1,087,648 -30%
PWA
22
Peterson Wealth Advisors
Utah
$124M 2,383,802 -46,781 -2%
SWM
23
SigFig Wealth Management
California
$124M 2,406,663 +2,406,663 New
Mariner
24
Mariner
Kansas
$113M 2,171,055 +16,056 +0.7%
DJSG
25
D.J. St. Germain
Massachusetts
$102M 1,965,376 +1,965,376 New
1
2 3 4 5