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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

970 hedge funds and large institutions have $23.4B invested in SPDR Portfolio S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 404 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+51
Holders Change %
+5.55%
% of All Funds
14.06%
Holding in Top 10
194
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.52%
% of All Funds
2.81%
New
116
Increased
404
Reduced
347
Closed
48
Calls
$14.8M
Puts
$17.4M
Net Calls
-$2.63M
Net Calls Change
-$7.68M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$2.07B
2
ACM
Advance Capital Management
Michigan
$810M
3
MB
Mizuho Bank
Japan
$314M
4
AWMS
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
AWM
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$635M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
Towercrest Capital Management
Pennsylvania
$11.4M -$216K -3,514 -2%
PWPS
227
Pinnacle Wealth Planning Services
Ohio
$11.3M -$26.2K -425 -0.2%
HPC
228
HM Payson & Co
Maine
$11.2M +$11.2M +181,997 New
Truist Financial
229
Truist Financial
North Carolina
$11.1M -$9.85M -160,051 -47%
O3W
230
Omni 360 Wealth
New Jersey
$11.1M +$576K +9,369 +5%
BOC
231
Bull Oak Capital
California
$10.9M +$10.9M +176,945 +44,126%
AF
232
Apollon Financial
South Carolina
$10.9M -$98.1K -1,594 -0.9%
TFA
233
Teamwork Financial Advisors
Texas
$10.8M +$151K +2,458 +1%
WA
234
Win Advisors
Florida
$10.8M -$1.89M -30,795 -15%
HCM
235
Hollencrest Capital Management
California
$10.8M -$19.6K -318 -0.2%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$10.7M +$142K +2,300 +1%
IRC
237
Investors Research Corp
Georgia
$10.4M +$234K +3,806 +2%
GG
238
GenWealth Group
New Jersey
$10.3M +$14.1K +229 +0.1%
CSPAM
239
Cary Street Partners Asset Management
Virginia
$10.2M +$567K +9,221 +6%
ODIJL
240
One Day In July LLC
Vermont
$10.1M +$8.02M +130,402 +379%
RIM
241
Redwood Investment Management
Arizona
$10M +$4.49M +73,050 +81%
MSA
242
Marathon Strategic Advisors
Pennsylvania
$9.77M -$71.8K -1,167 -0.7%
AWMG
243
Alliance Wealth Management Group
New Jersey
$9.76M -$210K -3,413 -2%
BWG
244
Beta Wealth Group
California
$9.65M -$381K -6,193 -4%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$9.55M +$7.89M +128,303 +477%
NC
246
NovaPoint Capital
Georgia
$9.53M -$701K -11,388 -7%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$9.51M -$984K -15,993 -9%
MSRI
248
Michael S. Ryan Inc
New York
$9.47M +$401K +6,513 +4%
AWA
249
Arete Wealth Advisors
Illinois
$9.46M +$3.96M +64,335 +72%
BIG
250
Bush Investment Group
Georgia
$9.45M -$2.09M -33,993 -18%
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