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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 %
MCC
351
Money Concepts Capital
Florida
$5.71M +$2.43M +37,928 +74%
APC
352
Aspire Private Capital
North Carolina
$5.7M +$359K +5,602 +7%
SWM
353
StoneCrest Wealth Management
Arizona
$5.64M +$15K +234 +0.3%
MSAM
354
Moloney Securities Asset Management
Missouri
$5.64M +$68.9K +1,076 +1%
MWM
355
Modera Wealth Management
New Jersey
$5.63M -$52.4K -818 -0.9%
Cerity Partners
356
Cerity Partners
New York
$5.62M +$51.8K +810 +0.9%
D
357
Dentgroup
Louisiana
$5.61M -$3.57M -55,753 -39%
LCC
358
Lincoln Capital Corp
Rhode Island
$5.56M +$5.56M +86,889 New
SGI
359
Summit Global Investments
Utah
$5.52M +$11.5K +179 +0.2%
SPWG
360
Syntegra Private Wealth Group
Missouri
$5.5M -$238K -3,712 -4%
MWA
361
Merkkuri Wealth Advisors
New York
$5.39M +$5.39M +84,170 New
GAA
362
Guardian Asset Advisors
Pennsylvania
$5.34M +$1.34M +20,860 +33%
VAF
363
Values Added Financial
District of Columbia
$5.28M +$982K +15,346 +23%
Northern Trust
364
Northern Trust
Illinois
$5.25M +$75.6K +1,181 +1%
MWAM
365
Manhattan West Asset Management
California
$5.24M +$5.24M +81,939 New
TI
366
Tidal Investments
Wisconsin
$5.23M -$447K -6,986 -8%
SFC
367
Strategic Financial Concepts
Texas
$5.16M +$4.8M +1,052,416 +1,359%
WCP
368
Welch Capital Partners
New York
$5.13M +$4.18M +65,359 +442%
ECA
369
Elevated Capital Advisors
Utah
$5.12M +$3.67M +57,358 +254%
UWM
370
USAdvisors Wealth Management
Minnesota
$5.1M -$1.11M -17,392 -18%
GF
371
Goodman Financial
Texas
$5.06M +$165K +2,584 +3%
JFG
372
JDM Financial Group
Texas
$4.88M -$15.9K -249 -0.3%
HSA
373
HBK Sorce Advisory
Pennsylvania
$4.77M -$921K -14,386 -16%
VAMG
374
Voisard Asset Management Group
Michigan
$4.75M +$634K +9,899 +15%
FWA
375
FSC Wealth Advisors
New York
$4.71M -$81.1K -1,267 -2%
13 14
15
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