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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
+$444M
3
MB
Mizuho Bank
Japan
+$314M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$206M
5
LPL Financial
LPL Financial
California
+$142M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
AWM
AE Wealth Management
Kansas
-$316M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$82.3M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$77.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
251
Financial Advocates Investment Management
Washington
$9.41M -$3.39M -55,018 -26%
BW
252
Bison Wealth
Georgia
$9.23M -$1.3M -21,201 -12%
AFAS
253
Acorn Financial Advisory Services
Virginia
$9.22M -$673K -10,941 -7%
SP
254
Stonebrook Private
Michigan
$9.12M +$74.1K +1,205 +0.8%
SPI
255
Sutton Place Investors
New York
$9.11M +$248K +4,029 +3%
MFS
256
McNamara Financial Services
Massachusetts
$9.07M -$60K -975 -0.7%
FPWM
257
FSB Premier Wealth Management
Iowa
$9.02M -$305K -4,951 -3%
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$8.98M +$2.84M +46,154 +46%
PA
259
Procyon Advisors
Connecticut
$8.97M +$8.97M +145,733 New
SW
260
Simplicity Wealth
New Jersey
$8.96M +$6.64M +107,931 +286%
D
261
Dentgroup
Louisiana
$8.82M -$494K -8,036 -5%
WWA
262
WCG Wealth Advisors
Nevada
$8.71M -$720K -11,697 -8%
Geode Capital Management
263
Geode Capital Management
Massachusetts
$8.69M -$7.91M – –
AWMNH
264
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.58M -$223K -3,612 -3%
BWFA
265
Baltimore-Washington Financial Advisors
Maryland
$8.42M -$798K -12,963 -9%
AWM
266
Adams Wealth Management
Utah
$8.41M -$759K -12,329 -8%
CFD
267
Creative Financial Designs
Indiana
$8.4M +$233K +3,779 +3%
SSWM
268
Sheets Smith Wealth Management
North Carolina
$8.26M +$190K +3,083 +2%
MWM
269
Maripau Wealth Management
Indiana
$8.22M -$1.55M -25,173 -16%
WC
270
Waterloo Capital
Texas
$8.16M +$1.75M +28,490 +27%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$8.12M +$2.13M +34,611 +36%
SA
272
Scarborough Advisors
Maryland
$8.12M -$412K -6,694 -5%
LS
273
Liquid Strategies
Georgia
$8.07M +$3.74M +60,736 +86%
KAM
274
Kensington Asset Management
Texas
$8.07M +$3.74M +60,736 +86%
VA
275
Valmark Advisers
Ohio
$7.92M +$1.51M +24,575 +24%
9 10
11
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