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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 %
WP
276
WealthPLAN Partners
Nebraska
$7.89M -$2.64M -42,978 -25%
IWN
277
Independent Wealth Network
Iowa
$7.88M -$75.9K -1,233 -1%
ODA
278
One Degree Advisors
California
$7.82M +$4.25K +69 +0.1%
MFT
279
Moisand Fitzgerald Tamayo
Florida
$7.79M -$3.8M -61,733 -33%
QPWM
280
Quadrant Private Wealth Management
Pennsylvania
$7.76M -$611K -9,936 -7%
TC
281
TownSquare Capital
Utah
$7.76M -$2.43M -39,528 -24%
CA
282
Continuum Advisory
Idaho
$7.72M -$2.77M -45,327 -26%
CIA
283
Concurrent Investment Advisors
Florida
$7.58M +$1.25M +20,385 +20%
TFA
284
Transamerica Financial Advisors
Florida
$7.56M +$7.56M +122,816 +323,200%
FFA
285
Fragasso Financial Advisors
Pennsylvania
$7.51M +$1.07M +17,449 +17%
RFS
286
Richardson Financial Services
Massachusetts
$7.49M -$454K -7,374 -6%
MFA
287
Morling Financial Advisors
California
$7.45M -$155K -2,511 -2%
OLVIG
288
Oliver Lagore Vanvalin Investment Group
Michigan
$7.37M +$1.05M +17,059 +17%
MHB
289
Midwest Heritage Bank
Iowa
$7.32M +$587K +9,535 +9%
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$6.97M +$6.97M +113,268 New
ACP
291
Aveo Capital Partners
Colorado
$6.97M -$745K -12,395 -10%
SFS
292
Sowell Financial Services
Arkansas
$6.94M -$809K -13,155 -10%
WWP
293
WR Wealth Planners
Missouri
$6.82M -$2.71M -43,993 -28%
CC
294
Courier Capital
New York
$6.67M +$1.15M +18,642 +21%
JF
295
JSF Financial
California
$6.67M +$517K +8,410 +8%
MOS
296
MGO One Seven
Ohio
$6.65M +$3.5M +56,850 +111%
NL
297
NWAM LLC
Washington
$6.55M -$1.34M -21,947 -17%
PG
298
Prostatis Group
Maryland
$6.55M +$1.21M +19,559 +23%
KWM
299
Kingsview Wealth Management
Oregon
$6.51M +$557K +9,046 +9%
OC
300
Oarsman Capital
Wisconsin
$6.51M +$1.45M +23,533 +29%
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