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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 %
FSA
401
Financial Security Advisor
Virginia
$4.07M +$13.8K +215 +0.3%
SOS
402
Silver Oak Securities
Tennessee
$4.05M +$282K +4,410 +7%
WA
403
Win Advisors
Florida
$4.05M -$7.18M -112,264 -64%
PG
404
Prostatis Group
Maryland
$4.05M -$2.8M -43,462 -41%
JCFM
405
JBR Co Financial Management
Oklahoma
$4.03M +$1.68M +26,193 +71%
CWM
406
Compass Wealth Management
Connecticut
$3.96M +$150K +2,342 +4%
LCM
407
Lunt Capital Management
Utah
$3.93M +$432K +6,743 +12%
SPA
408
Sentinel Pension Advisors
Massachusetts
$3.87M +$71.8K +1,122 +2%
GKWIM
409
Gerber Kawasaki Wealth & Investment Management
California
$3.85M +$814K +12,721 +27%
SWM
410
Selective Wealth Management
Virginia
$3.84M +$358K +5,482 +10%
T
411
TrueFG
Texas
$3.79M +$200K +3,118 +6%
BFA
412
Beacon Financial Advisory
Ohio
$3.78M +$278K +4,345 +8%
PSCM
413
Per Stirling Capital Management
Texas
$3.77M +$162K +2,524 +4%
FIA
414
Foundations Investment Advisors
Arizona
$3.62M +$584K +9,125 +19%
SA
415
Strategic Advisors
New York
$3.54M +$1.95M +30,522 +123%
MFG
416
MidWestOne Financial Group
Iowa
$3.48M +$1.36M +21,305 +64%
WFAG
417
Wescott Financial Advisory Group
Pennsylvania
$3.47M -$199K -3,108 -5%
MF
418
Meridian Financial
Massachusetts
$3.43M +$110K +1,725 +3%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M +$286K +4,473 +9%
CFGF
420
Compass Financial Group (Florida)
Florida
$3.4M -$109K -1,675 -3%
BFG
421
Beacon Financial Group
Texas
$3.4M -$31.8K -497 -0.9%
TCA
422
Transcend Capital Advisors
New Jersey
$3.39M -$120K -1,878 -3%
TIM
423
Tortoise Investment Management
New York
$3.37M +$659K +10,302 +24%
BFA
424
Bluestem Financial Advisors
Illinois
$3.37M -$276K -4,307 -8%
MA
425
MKT Advisors
California
$3.34M +$402K +6,147 +14%
15 16
17
18 19