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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 %
PFS
376
Prospera Financial Services
Texas
$3.73M +$829K +13,478 +29%
PFA
377
Pinnacle Family Advisors
Missouri
$3.71M +$298K +4,843 +9%
CWM
378
Compass Wealth Management
Connecticut
$3.67M +$877K +14,254 +31%
SPA
379
Sentinel Pension Advisors
Massachusetts
$3.66M +$7.57K +123 +0.2%
SOS
380
Silver Oak Securities
Tennessee
$3.63M +$188K +3,056 +5%
WFAG
381
Wescott Financial Advisory Group
Pennsylvania
$3.53M -$509K -8,268 -13%
WCM
382
Wealthcare Capital Management
Virginia
$3.52M -$310K -5,044 -8%
Bank of New York Mellon
383
Bank of New York Mellon
New York
$3.5M -$650K -10,563 -16%
BFA
384
Bluestem Financial Advisors
Illinois
$3.5M +$164K +2,667 +5%
PSCM
385
Per Stirling Capital Management
Texas
$3.47M +$160K +2,596 +5%
NGA
386
Naples Global Advisors
Florida
$3.47M +$359K +5,840 +12%
EFL
387
ERn Financial LLC
Wisconsin
$3.46M +$121K +1,969 +4%
T
388
TrueFG
Texas
$3.45M +$299K +4,853 +9%
TCA
389
Transcend Capital Advisors
New Jersey
$3.37M -$796K -12,940 -19%
BFA
390
Beacon Financial Advisory
Ohio
$3.37M -$679K -11,031 -17%
LCM
391
Lunt Capital Management
Utah
$3.36M +$1.13M +18,437 +51%
CFGF
392
Compass Financial Group (Florida)
Florida
$3.31M -$39.6K -643 -1%
BFG
393
Beacon Financial Group
Texas
$3.3M -$142K -2,310 -4%
CA
394
Capital Advantage
California
$3.3M +$3.3M +53,770 New
LA
395
Lifeworks Advisors
Michigan
$3.28M -$824K -13,393 -20%
BCMO
396
Buckingham Capital Management (Ohio)
Ohio
$3.27M -$274K -4,457 -8%
CWM
397
Centric Wealth Management
Illinois
$3.23M -$159K -2,685 -5%
SWM
398
Selective Wealth Management
Virginia
$3.22M +$2.04M +33,797 +173%
MF
399
Meridian Financial
Massachusetts
$3.19M +$85.2K +1,384 +3%
VIA
400
Vickerman Investment Advisors
Washington
$3.16M +$135K +2,188 +4%
14 15
16
17 18