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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 %
FCI
376
Financial Counselors Inc
Kansas
$4.7M -$6.14K -96 -0.1%
JGIA
377
Jackson Grant Investment Advisers
Connecticut
$4.68M +$71.5K +1,117 +2%
EGA
378
E&G Advisors
Texas
$4.62M +$146K +2,282 +3%
WCM
379
Wealthcare Capital Management
Virginia
$4.61M +$954K +14,902 +26%
AFP
380
Alpha Financial Partners
Kentucky
$4.6M +$15.9K +249 +0.3%
CCG
381
Catalina Capital Group
California
$4.6M -$996K -15,568 -18%
AAS
382
Ameritas Advisory Services
Nebraska
$4.59M +$2.83M +44,290 +162%
ULWM
383
Upper Left Wealth Management
Florida
$4.54M +$35.7K +558 +0.8%
BFA
384
Beaumont Financial Advisors
Massachusetts
$4.5M -$12.4K -193 -0.3%
TSS
385
Two Sigma Securities
New York
$4.47M +$198K +3,097 +5%
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$4.43M +$378K +5,899 +9%
Bank of New York Mellon
387
Bank of New York Mellon
New York
$4.39M +$747K +11,674 +21%
LCGC
388
Legacy Capital Group California
California
$4.37M -$96.3K -1,505 -2%
NGA
389
Naples Global Advisors
Florida
$4.34M +$738K +11,534 +20%
RSA
390
River Street Advisors
Illinois
$4.32M +$343K +5,366 +9%
TWP
391
Triad Wealth Partners
Kansas
$4.31M -$109K -1,697 -2%
GLR
392
Great Lakes Retirement
Ohio
$4.31M -$323K -5,046 -7%
MWM
393
Meridian Wealth Management
Kentucky
$4.3M +$4.3M +67,122 New
WHCI
394
W.H. Cornerstone Investments
Massachusetts
$4.28M -$1.53M -23,856 -26%
EWM
395
Evermay Wealth Management
Virginia
$4.27M +$1.81M +28,236 +73%
PWA
396
PCG Wealth Advisors
Kansas
$4.25M +$3.34M +52,207 +368%
BPA
397
Beacon Pointe Advisors
California
$4.24M -$44.9K -702 -1%
AWM
398
Aspire Wealth Management
Massachusetts
$4.17M -$456K -7,120 -10%
EFL
399
ERn Financial LLC
Wisconsin
$4.16M +$566K +8,841 +16%
KCM
400
Kanawha Capital Management
Virginia
$4.15M +$118K +1,849 +3%
14 15
16
17 18