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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
3.21%
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 %
IWN
301
Independent Wealth Network
Iowa
$7.93M -$271K -4,231 -3%
FZCM
302
Flynn Zito Capital Management
New York
$7.88M +$1.54M +24,063 +24%
TFA
303
Transamerica Financial Advisors
Florida
$7.86M – – –
JWM
304
Jackson Wealth Management
Florida
$7.84M -$8.26M -129,125 -51%
PA
305
PFG Advisors
Arizona
$7.81M +$2.78M +43,514 +55%
CA
306
Capital Advantage
California
$7.8M +$4.29M +65,660 +122%
CAG
307
Csenge Advisory Group
Florida
$7.79M -$5.85M -91,404 -43%
ODA
308
One Degree Advisors
California
$7.79M -$337K -5,268 -4%
KAM
309
Kensington Asset Management
Texas
$7.67M -$726K -11,337 -9%
LS
310
Liquid Strategies
Georgia
$7.67M -$726K -11,337 -9%
MFA
311
Morling Financial Advisors
California
$7.55M -$198K -3,087 -3%
AWMNH
312
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.43M -$1.49M -23,248 -17%
RIM
313
Redwood Investment Management
Arizona
$7.4M -$3.04M -47,500 -29%
LWMM
314
Legacy Wealth Management (Mississippi)
Mississippi
$7.35M +$621K +9,705 +9%
IAA
315
Independent Advisor Alliance
North Carolina
$7.26M +$7.26M +113,467 New
AAS
316
Avantax Advisory Services
Texas
$7.26M +$1.52M +23,764 +27%
WWP
317
WR Wealth Planners
Missouri
$7.25M +$158K +2,464 +2%
MHB
318
Midwest Heritage Bank
Iowa
$7.24M -$372K -5,816 -5%
KWM
319
Kingsview Wealth Management
Oregon
$7.23M +$450K +7,033 +7%
AIC
320
Archer Investment Corporation
Indiana
$7.16M +$549K +8,577 +8%
SFS
321
Sowell Financial Services
Arkansas
$7.14M -$79.2K -1,238 -1%
CF
322
Convergence Financial
Missouri
$7.04M +$1.62M +25,347 +30%
WP
323
WealthPLAN Partners
Nebraska
$7.01M -$1.19M -18,662 -15%
ACP
324
Aveo Capital Partners
Colorado
$6.88M -$538K -8,402 -7%
CC
325
Courier Capital
New York
$6.88M -$61.5K -961 -0.9%
11 12
13
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