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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 %
MFT
326
Moisand Fitzgerald Tamayo
Florida
$6.82M -$1.29M -20,088 -16%
CFD
327
Creative Financial Designs
Indiana
$6.74M -$2M -31,250 -23%
MA
328
MONECO Advisors
Connecticut
$6.57M +$4.18M +65,349 +175%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$6.51M +$2.36M +36,839 +57%
CPIG
330
Chicago Partners Investment Group
Illinois
$6.51M +$510K +8,007 +9%
RFG
331
Range Financial Group
Oregon
$6.5M -$20.1K -314 -0.3%
RFS
332
Richardson Financial Services
Massachusetts
$6.48M -$1.3M -20,371 -17%
AWA
333
ARQ Wealth Advisors
Arizona
$6.45M +$145K +2,266 +2%
CWA
334
Clarus Wealth Advisors
Arizona
$6.41M +$168K +2,552 +3%
MCWS
335
McKinley Carter Wealth Services
West Virginia
$6.34M -$414K -6,474 -6%
CAG
336
Curtis Advisory Group
California
$6.27M +$4.7M +73,386 +299%
Mirae Asset Global Investments
337
Mirae Asset Global Investments
South Korea
$6.25M +$5.11M +79,570 +448%
VRM
338
Vectors Research Management
New York
$6.22M +$76.2K +1,191 +1%
PVI
339
Pine Valley Investments
New Jersey
$6.18M +$260K +4,058 +4%
DJSG
340
D.J. St. Germain
Massachusetts
$6.09M -$181K -2,831 -3%
MAM
341
MMA Asset Management
Pennsylvania
$6.07M +$1.99M +31,120 +49%
OCM
342
One Capital Management
California
$6.06M +$122K +1,908 +2%
WC
343
Westwind Capital
New Mexico
$5.96M +$5.96M +399 New
BWM
344
BlackDiamond Wealth Management
New York
$5.96M +$779K +12,475 +15%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$5.89M +$930K +14,526 +19%
TWM
346
Trinity Wealth Management
Pennsylvania
$5.87M -$146K -2,285 -2%
MIS
347
Morningstar Investment Services
Illinois
$5.8M +$1.87M +29,076 +48%
GWANC
348
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.75M -$43.4K -678 -0.7%
CF
349
Centaurus Financial
California
$5.73M +$12.7K +198 +0.2%
SFP
350
Shepherd Financial Partners
Massachusetts
$5.72M -$3.97K -62 -0.1%
12 13
14
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