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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,047 hedge funds and large institutions have $27.1B invested in SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 470 increasing their positions, 349 reducing their positions, and 39 closing their positions.

Holders
1,047
Holders Change
+77
Holders Change %
+7.94%
% of All Funds
15.23%
Holding in Top 10
221
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.92%
% of All Funds
3.22%
New
126
Increased
470
Reduced
349
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$2.73B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$346M
3
SLI
3
Sumitomo Life Insurance
Japan
$309M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$602M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
SMM
2
Stadion Money Management
Georgia
$299M
3
SWM
3
SigFig Wealth Management
California
$31.5M
4
SAG
4
SageView Advisory Group
California
$280K
5
AssetMark Inc
5
AssetMark Inc
California
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
251
Firethorn Wealth Partners
Georgia
$10.5M -$2.86M -44,643 -21%
AF
252
Apollon Financial
South Carolina
$10.5M -$891K -13,922 -8%
BWG
253
Beta Wealth Group
California
$10.4M +$387K +6,044 +4%
MFS
254
McNamara Financial Services
Massachusetts
$10.4M +$944K +14,754 +10%
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$10.4M +$3.12M +48,827 +43%
SW
256
Simplicity Wealth
New Jersey
$10.2M +$867K +13,553 +9%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$10.2M -$988K -15,434 -9%
AA
258
Axiom Advisory
California
$10.2M +$10.2M +165,108 New
AWA
259
Arete Wealth Advisors
Illinois
$10.1M +$268K +4,179 +3%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$10.1M +$1.64M +25,623 +19%
FAIM
261
Financial Advocates Investment Management
Washington
$10M +$259K +4,047 +3%
BOC
262
Bull Oak Capital
California
$9.99M -$1.36M -21,303 -12%
NC
263
NovaPoint Capital
Georgia
$9.97M +$66.2K +1,034 +0.7%
AWM
264
Adams Wealth Management
Utah
$9.97M +$1.22M +19,110 +14%
CI
265
CacheTech Inc
Utah
$9.97M +$9.97M +155,824 New
AWMG
266
Alliance Wealth Management Group
New Jersey
$9.82M -$336K -5,253 -3%
MSA
267
Marathon Strategic Advisors
Pennsylvania
$9.81M -$353K -5,521 -3%
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$9.65M +$309K +4,833 +3%
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$9.61M -$289K -4,511 -3%
FPWM
270
FSB Premier Wealth Management
Iowa
$9.42M +$45.8K +716 +0.5%
AFAS
271
Acorn Financial Advisory Services
Virginia
$9.34M -$249K -3,893 -3%
CWA
272
Clearview Wealth Advisors
Oregon
$9.26M -$8.03M -125,502 -46%
VA
273
Valmark Advisers
Ohio
$9.25M +$1.02M +15,934 +12%
BWFA
274
Baltimore-Washington Financial Advisors
Maryland
$9.23M +$478K +7,468 +5%
BW
275
Bison Wealth
Georgia
$9.23M – – –
9 10
11
12 13