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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.

New
Increased
Maintained
Reduced
Closed
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 %
BAM
276
Belpointe Asset Management
Nevada
$9.22M -$8.68M -135,639 -49%
SPI
277
Sutton Place Investors
New York
$9.11M -$364K -5,680 -4%
QPWM
278
Quadrant Private Wealth Management
Pennsylvania
$9.11M +$1.04M +16,224 +13%
Geode Capital Management
279
Geode Capital Management
Massachusetts
$9.05M -$8.69M – –
FFA
280
Fragasso Financial Advisors
Pennsylvania
$8.95M +$1.14M +17,806 +15%
WC
281
Waterloo Capital
Texas
$8.93M +$440K +6,872 +5%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$8.91M -$9.99M -156,026 -53%
HPC
283
HM Payson & Co
Maine
$8.8M -$2.85M -44,475 -24%
KNFPWM
284
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.78M +$3.55M +55,459 +68%
OC
285
Oarsman Capital
Wisconsin
$8.72M +$1.95M +30,445 +29%
SSWM
286
Sheets Smith Wealth Management
North Carolina
$8.66M +$70.6K +1,103 +0.8%
BIG
287
Bush Investment Group
Georgia
$8.57M -$1.26M -19,614 -13%
MWM
288
Maripau Wealth Management
Indiana
$8.55M +$5.18K +81 +0.1%
TC
289
TownSquare Capital
Utah
$8.54M +$473K +7,393 +6%
HIP
290
HUB Investment Partners
Texas
$8.53M +$2.92M +45,631 +52%
SP
291
Stonebrook Private
Michigan
$8.42M -$1.06M -16,636 -11%
WFA
292
Wells Financial Advisors
Massachusetts
$8.34M +$2.97M +46,448 +55%
CIA
293
Concurrent Investment Advisors
Florida
$8.33M +$453K +7,085 +6%
OLVIG
294
Oliver Lagore Vanvalin Investment Group
Michigan
$8.18M +$521K +8,142 +7%
CA
295
Continuum Advisory
Idaho
$8.17M +$98.2K +1,534 +1%
TF
296
Theory Financial
Colorado
$8.1M +$2.85M +44,527 +54%
4WM
297
49 Wealth Management
Texas
$8.06M +$8.06M +125,605 New
GSEP
298
Golden State Equity Partners
California
$8.05M +$8.05M +125,747 New
MFS
299
Mattson Financial Services
Michigan
$8.02M +$8.02M +125,292 New
MOS
300
MGO One Seven
Ohio
$7.98M +$1.06M +16,525 +15%
10 11
12
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