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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 %
CTFG
426
Capstone Triton Financial Group
Oklahoma
$3.27M +$88.3K +1,379 +3%
FW
427
FullCircle Wealth
Texas
$3.26M +$3.26M +51,237 New
BL
428
Balentine LLC
Georgia
$3.25M +$355K +5,547 +12%
AA
429
ACT Advisors
North Carolina
$3.23M -$3.52K -55 -0.1%
HAG
430
HF Advisory Group
Maryland
$3.22M +$86.5K +1,352 +3%
CWM
431
Congress Wealth Management
Massachusetts
$3.21M +$3.21M +50,220 New
CCM
432
Ciovacco Capital Management
Georgia
$3.21M -$71.4K -1,115 -2%
VIA
433
Vickerman Investment Advisors
Washington
$3.18M -$101K -1,577 -3%
CPW
434
Catalyst Private Wealth
California
$3.16M -$128 -2 -0%
FWM
435
Fonville Wealth Management
Virginia
$3.15M -$131K -2,052 -4%
TFG
436
Tilson Financial Group
New Jersey
$3.12M +$1.02M +15,884 +48%
CAS
437
Coppell Advisory Solutions
Texas
$3.11M +$3.11M +48,644 New
ASN
438
Advisory Services Network
Georgia
$3.07M +$134K +2,093 +5%
VC
439
Vicus Capital
Pennsylvania
$3.05M -$38.3K -599 -1%
BCMO
440
Buckingham Capital Management (Ohio)
Ohio
$3.04M -$360K -5,620 -11%
BW
441
BIP Wealth
Georgia
$2.99M +$189K +2,950 +7%
SFA
442
Semmax Financial Advisors
North Carolina
$2.98M -$21.9K -344 -0.7%
Rockefeller Capital Management
443
Rockefeller Capital Management
New York
$2.96M -$6.97M -108,955 -70%
GM
444
GeoWealth Management
Illinois
$2.95M +$90.6K +1,415 +3%
PFA
445
Pinnacle Family Advisors
Missouri
$2.95M -$913K -14,267 -24%
APP
446
Avantax Planning Partners
Iowa
$2.92M -$6.14K -96 -0.2%
PWM
447
Perigon Wealth Management
California
$2.92M +$80.7K +1,261 +3%
WEG
448
World Equity Group
Illinois
$2.92M +$134K +2,095 +5%
AQR Capital Management
449
AQR Capital Management
Connecticut
$2.89M +$54K +844 +2%
SWM
450
Spire Wealth Management
Virginia
$2.86M +$142K +2,214 +5%
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