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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 %
AWM
351
Aspire Wealth Management
Massachusetts
$4.44M -$953K -15,488 -18%
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$4.43M -$6.46K -105 -0.1%
AFP
353
Alpha Financial Partners
Kentucky
$4.41M +$2.14M +34,838 +95%
BFA
354
Beaumont Financial Advisors
Massachusetts
$4.34M – – –
ULWM
355
Upper Left Wealth Management
Florida
$4.33M -$26.2K -426 -0.6%
EGA
356
E&G Advisors
Texas
$4.3M +$160K +2,598 +4%
LCGC
357
Legacy Capital Group California
California
$4.29M -$417K -6,781 -9%
Citadel Advisors
358
Citadel Advisors
Florida
$4.27M +$66.9K +1,088 +2%
TWP
359
Triad Wealth Partners
Kansas
$4.25M +$4.25M +69,119 New
B
360
Bensler
Washington
$4.23M +$218K +3,551 +5%
VAF
361
Values Added Financial
District of Columbia
$4.13M +$74K +1,203 +2%
BPA
362
Beacon Pointe Advisors
California
$4.12M +$394K +6,411 +11%
TSS
363
Two Sigma Securities
New York
$4.11M +$1.35M +21,884 +49%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$4.01M +$2M +32,540 +100%
Fidelity Investments
365
Fidelity Investments
Massachusetts
$4M +$1.39M +22,580 +53%
VAMG
366
Voisard Asset Management Group
Michigan
$3.96M +$1.09M +17,769 +38%
MAM
367
MMA Asset Management
Pennsylvania
$3.93M +$546K +8,873 +16%
FSA
368
Financial Security Advisor
Virginia
$3.9M -$35.3K -573 -0.9%
BBPWM
369
Blue Bell Private Wealth Management
Pennsylvania
$3.89M +$521K +8,471 +15%
KCM
370
Kanawha Capital Management
Virginia
$3.88M +$149K +2,420 +4%
GAA
371
Guardian Asset Advisors
Pennsylvania
$3.85M +$3.85M +62,560 New
RSA
372
River Street Advisors
Illinois
$3.82M +$217K +3,527 +6%
LA
373
LexAurum Advisors
Kansas
$3.78M +$93.9K +1,526 +3%
MIS
374
Morningstar Investment Services
Illinois
$3.76M -$544K -8,844 -13%
Renaissance Technologies
375
Renaissance Technologies
New York
$3.75M -$1.51M -24,500 -29%
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15
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