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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.

Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.48%
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
1
Morgan Stanley
New York
$685M
2
LPL Financial
2
LPL Financial
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$470M
4
ACM
4
Advance Capital Management
Michigan
$333M
5
Bank of America
5
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
1
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
3
Brookstone Capital Management
Illinois
$84.4M
4
SWM
4
SigFig Wealth Management
California
$98.7M
5
SMM
5
Stadion Money Management
Georgia
$407M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.53B 27,437,875 +4,614,754 +20%
Creative Planning
2
Creative Planning
Kansas
$1.48B 26,525,460 +467,975 +2%
APTFM
3
AGUR Provident & Training Funds Management
Israel
$907M 1,621,994 -340,800 -17%
Morgan Stanley
4
Morgan Stanley
New York
$685M 12,245,430 +8,663,464 +242%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$652M 11,665,755 +1,621,184 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$470M 8,405,094 +4,080,428 +94%
AWM
7
AE Wealth Management
Kansas
$447M 7,796,868 +511,684 +7%
OIA
8
OneDigital Investment Advisors
Kansas
$442M 7,911,078 +1,884,078 +31%
Bank of America
9
Bank of America
North Carolina
$439M 7,845,881 +2,332,132 +42%
Osaic Holdings
10
Osaic Holdings
Arizona
$411M 7,344,024 +83,606 +1%
SMM
11
Stadion Money Management
Georgia
$407M 7,275,521 -396,541 -5%
ACM
12
Advance Capital Management
Michigan
$333M 5,956,973 +3,975,462 +201%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$331M 5,921,040 +1,450,389 +32%
CCMG
14
Clark Capital Management Group
Pennsylvania
$319M 5,711,137 -119,806 -2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$288M 5,148,174 +129,812 +3%
AssetMark Inc
16
AssetMark Inc
California
$237M 4,246,172 +57,221 +1%
PAG
17
Private Advisor Group
New Jersey
$235M 4,210,363 +361,904 +9%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M 4,152,695 +377,862 +10%
GI
19
Gradient Investments
Minnesota
$210M 3,756,129 +87,951 +2%
TVAMP
20
Tennessee Valley Asset Management Partners
Tennessee
$179M 3,203,542 +1,613,205 +101%
GAG
21
GM Advisory Group
New York
$170M 3,040,690 +149,365 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$156M 2,788,531 +19,095 +0.7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$153M 2,730,864 +1,099,715 +67%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$147M 2,637,748 +76,898 +3%
Mariner
25
Mariner
Kansas
$138M 2,476,592 +334,204 +16%
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