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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 %
CCM
401
Ciovacco Capital Management
Georgia
$3.16M -$60.2K -978 -2%
MCC
402
Money Concepts Capital
Florida
$3.15M -$2.58M -41,920 -45%
FWM
403
Fonville Wealth Management
Virginia
$3.15M +$232K +3,776 +8%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$3.11M -$1.36M -22,162 -30%
AA
405
ACT Advisors
North Carolina
$3.1M -$461K -7,499 -13%
CTFG
406
Capstone Triton Financial Group
Oklahoma
$3.06M -$140K -2,274 -4%
FGA
407
Fortis Group Advisors
New Jersey
$3.06M +$3.06M +49,682 New
CPW
408
Catalyst Private Wealth
California
$3.04M -$6.52K -106 -0.2%
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M -$164K -2,670 -5%
HAG
410
HF Advisory Group
Maryland
$3.01M -$77.2K -1,254 -2%
RSWM
411
Robertson Stephens Wealth Management
California
$2.97M +$53K +861 +2%
VC
412
Vicus Capital
Pennsylvania
$2.97M +$23.9K +388 +0.8%
FIA
413
Foundations Investment Advisors
Arizona
$2.92M -$368K -5,983 -11%
GKWIM
414
Gerber Kawasaki Wealth & Investment Management
California
$2.92M +$773K +12,565 +36%
SFA
415
Semmax Financial Advisors
North Carolina
$2.88M +$430K +7,022 +18%
GF
416
Gries Financial
Ohio
$2.85M +$2.85M +46,333 New
ASN
417
Advisory Services Network
Georgia
$2.83M +$516K +8,383 +22%
APP
418
Avantax Planning Partners
Iowa
$2.82M +$2.82M +45,770 New
AWA
419
Alaska Wealth Advisors
Alaska
$2.8M -$32.7K -532 -1%
BL
420
Balentine LLC
Georgia
$2.79M +$2.79M +45,270 New
GM
421
GeoWealth Management
Illinois
$2.75M +$1M +16,303 +57%
FI
422
FWG Investments
Kentucky
$2.73M -$476K -7,738 -15%
PWM
423
Perigon Wealth Management
California
$2.73M +$373K +6,064 +16%
AQR Capital Management
424
AQR Capital Management
Connecticut
$2.73M +$1.04M +16,933 +62%
MA
425
MKT Advisors
California
$2.72M +$49.4K +816 +2%
15 16
17
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