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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.

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

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$386M
2
DJSG
2
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
3
Brookstone Capital Management
Illinois
$107M
4
DCM
4
Davidson Capital Management
Texas
$38M
5
EWA
5
EP Wealth Advisors
California
$234K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.31B 26,057,485 +690,119 +3%
LPL Financial
2
LPL Financial
California
$1.15B 22,823,121 +2,235,952 +11%
APTFM
3
AGUR Provident & Training Funds Management
Israel
$987M 1,962,794 +205,000 +12%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$505M 10,044,571 +2,351,596 +31%
SMM
5
Stadion Money Management
Georgia
$386M 7,672,062 -2,894,179 -27%
AWM
6
AE Wealth Management
Kansas
$366M 7,285,184 +499,533 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$365M 7,260,418 +2,223,585 +44%
OIA
8
OneDigital Investment Advisors
Kansas
$303M 6,027,000 +2,198,779 +57%
CCMG
9
Clark Capital Management Group
Pennsylvania
$293M 5,830,943 +229,778 +4%
Bank of America
10
Bank of America
North Carolina
$277M 5,513,749 +287,191 +5%
Financial Engines Advisors
11
Financial Engines Advisors
California
$252M 5,018,362 -52,215 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$225M 4,470,651 +1,134,536 +34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$217M 4,324,666 +66,210 +2%
AssetMark Inc
14
AssetMark Inc
California
$211M 4,188,951 -211,845 -5%
PAG
15
Private Advisor Group
New Jersey
$193M 3,848,459 +41,880 +1%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190M 3,774,833 +788,245 +26%
GI
17
Gradient Investments
Minnesota
$184M 3,668,178 +429,030 +13%
Morgan Stanley
18
Morgan Stanley
New York
$180M 3,581,966 +214,714 +6%
GAG
19
GM Advisory Group
New York
$145M 2,891,325 +215,128 +8%
CAL
20
Capital Analysts LLC
Pennsylvania
$139M 2,769,436 +86,524 +3%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$129M 2,560,850 -16,896 -0.7%
PWA
22
Peterson Wealth Advisors
Utah
$122M 2,437,183 +53,381 +2%
SWM
23
SigFig Wealth Management
California
$119M 2,363,620 -43,043 -2%
Mariner
24
Mariner
Kansas
$108M 2,142,388 -28,667 -1%
BCM
25
Brookstone Capital Management
Illinois
$107M 2,132,688 -566,037 -21%
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