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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 %
MCWS
301
McKinley Carter Wealth Services
West Virginia
$6.49M -$341K -5,534 -5%
LWMM
302
Legacy Wealth Management (Mississippi)
Mississippi
$6.47M +$631K +10,253 +11%
AIC
303
Archer Investment Corporation
Indiana
$6.36M +$1.41M +22,989 +29%
RFG
304
Range Financial Group
Oregon
$6.27M -$100K -1,629 -2%
AWA
305
Authentikos Wealth Advisory
California
$6.15M -$502K -8,158 -8%
FZCM
306
Flynn Zito Capital Management
New York
$6.09M -$6.95M -112,957 -53%
AWA
307
ARQ Wealth Advisors
Arizona
$6.06M +$191K +3,105 +3%
DJSG
308
D.J. St. Germain
Massachusetts
$6.03M -$2.89M -47,027 -32%
AA
309
Advisory Alpha
Michigan
$6M -$26.9M -436,705 -82%
UWM
310
USAdvisors Wealth Management
Minnesota
$5.98M -$354K -5,747 -6%
VRM
311
Vectors Research Management
New York
$5.91M +$1.74M +28,345 +42%
TWM
312
Trinity Wealth Management
Pennsylvania
$5.78M +$34.8K +565 +0.6%
CWA
313
Clarus Wealth Advisors
Arizona
$5.72M -$201K -3,318 -3%
OCM
314
One Capital Management
California
$5.71M +$436K +7,094 +8%
PVI
315
Pine Valley Investments
New Jersey
$5.69M +$288K +4,680 +5%
GS
316
GTS Securities
New York
$5.65M +$5.65M +91,762 New
Millennium Management
317
Millennium Management
New York
$5.61M +$4.55M +73,995 +432%
CPIG
318
Chicago Partners Investment Group
Illinois
$5.6M +$438K +7,358 +8%
WHCI
319
W.H. Cornerstone Investments
Massachusetts
$5.58M -$1.93M -31,383 -26%
GWANC
320
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.57M +$34.5K +561 +0.6%
SPWG
321
Syntegra Private Wealth Group
Missouri
$5.52M -$962K -15,632 -15%
AAS
322
Avantax Advisory Services
Texas
$5.51M +$677K +11,007 +14%
SFP
323
Shepherd Financial Partners
Massachusetts
$5.5M +$576K +9,364 +12%
CF
324
Centaurus Financial
California
$5.5M +$494K +8,027 +10%
HSA
325
HBK Sorce Advisory
Pennsylvania
$5.47M +$70.8K +1,151 +1%
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