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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 %
MWM
326
Modera Wealth Management
New Jersey
$5.46M -$1.02M -16,577 -16%
TI
327
Tidal Investments
Wisconsin
$5.46M +$5.46M +88,681 New
SWM
328
StoneCrest Wealth Management
Arizona
$5.41M +$52.9K +860 +1%
HIP
329
HUB Investment Partners
Texas
$5.39M +$3.86M +62,789 +253%
CCG
330
Catalina Capital Group
California
$5.38M +$38K +617 +0.7%
Cerity Partners
331
Cerity Partners
New York
$5.36M +$322K +5,233 +6%
MSAM
332
Moloney Securities Asset Management
Missouri
$5.35M +$3.82K +62 +0.1%
SGI
333
Summit Global Investments
Utah
$5.3M +$844K +13,719 +19%
CF
334
Convergence Financial
Missouri
$5.21M +$3.01M +48,866 +137%
WFA
335
Wells Financial Advisors
Massachusetts
$5.16M +$5.16M +83,873 New
APC
336
Aspire Private Capital
North Carolina
$5.13M +$1.61M +26,151 +46%
BWM
337
BlackDiamond Wealth Management
New York
$5.1M -$1.12M -18,271 -18%
TF
338
Theory Financial
Colorado
$5.04M +$604K +9,809 +14%
KNFPWM
339
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.03M +$5.03M +81,753 New
Northern Trust
340
Northern Trust
Illinois
$4.98M -$59.1K -960 -1%
PA
341
PFG Advisors
Arizona
$4.83M +$1.32M +21,379 +37%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$4.77M +$1.81M +29,424 +61%
SFC
343
Strategic Financial Concepts
Texas
$4.77M +$561K +9,113 +13%
JFG
344
JDM Financial Group
Texas
$4.71M +$37.8K +614 +0.8%
GF
345
Goodman Financial
Texas
$4.7M +$369K +5,998 +9%
FTUS
346
Flow Traders U.S.
New York
$4.67M +$1.71M +27,829 +58%
FWA
347
FSC Wealth Advisors
New York
$4.61M +$4.61M +74,896 New
FCI
348
Financial Counselors Inc
Kansas
$4.53M +$125K +2,033 +3%
EFS
349
Econ Financial Services
Pennsylvania
$4.48M -$5.65M -91,820 -56%
GLR
350
Great Lakes Retirement
Ohio
$4.45M -$427K -6,932 -9%
12 13
14
15 16