SPLG icon

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 %
PCA
426
Pallas Capital Advisors
Massachusetts
$2.72M -$893K -14,520 -25%
BW
427
BIP Wealth
Georgia
$2.7M +$411K +6,677 +18%
GWP
428
Gateway Wealth Partners
Wisconsin
$2.68M -$3.13M -50,803 -54%
WEG
429
World Equity Group
Illinois
$2.67M +$27.6K +448 +1%
VVP
430
Venture Visionary Partners
Ohio
$2.66M +$44K +715 +2%
WIC
431
Woodmont Investment Counsel
Tennessee
$2.65M +$2.65M +43,000 New
AIS
432
American Investment Services
Massachusetts
$2.63M -$134K -2,181 -5%
AAS
433
Annex Advisory Services
Wisconsin
$2.62M -$80.3K -1,305 -3%
SWM
434
Spire Wealth Management
Virginia
$2.61M +$355K +5,776 +16%
TIM
435
Tortoise Investment Management
New York
$2.61M +$908K +14,762 +53%
FFA
436
Farther Finance Advisors
California
$2.57M +$208K +3,379 +9%
TRCT
437
Tower Research Capital (TRC)
New York
$2.54M +$2.54M +41,270 New
PFG
438
PAX Financial Group
Texas
$2.53M +$975K +15,853 +63%
IFPG
439
Intrepid Financial Planning Group
Indiana
$2.52M +$4.06K +66 +0.2%
GT
440
Greenleaf Trust
Michigan
$2.52M – – –
NWM
441
Napa Wealth Management
California
$2.5M -$533K -8,660 -18%
AA
442
Alesco Advisors
New York
$2.45M +$252K +4,103 +11%
MWC
443
MBM Wealth Consultants
Missouri
$2.44M +$92.8K +1,508 +4%
AP
444
Advisors Preferred
Maryland
$2.44M – – –
LIA
445
Luken Investment Analytics
Tennessee
$2.43M -$319K -5,189 -12%
OBWP
446
O'Brien Wealth Partners
Massachusetts
$2.41M +$2.41M +39,187 New
SL
447
SWMG LLC
Texas
$2.4M +$309K +5,016 +15%
EWM
448
Evermay Wealth Management
Virginia
$2.37M +$1.14M +18,521 +93%
WFAG
449
Worth Financial Advisory Group
North Carolina
$2.33M -$36.2K -588 -2%
MA
450
MONECO Advisors
Connecticut
$2.3M -$47.7K -775 -2%
16 17
18
19 20