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 %
HPA
451
High Probability Advisors
New York
$2.29M +$76.2K +1,239 +3%
CASC
452
Coppell Advisory Solutions Corp
Texas
$2.27M +$2.27M +36,876 New
JCFM
453
JBR Co Financial Management
Oklahoma
$2.26M +$2.26M +36,766 New
ATPW
454
Ashton Thomas Private Wealth
Arizona
$2.26M +$699K +11,362 +45%
FTDI
455
First Trust Direct Indexing
Massachusetts
$2.26M +$245K +3,982 +12%
HWMA
456
Heritage Wealth Management (Arizona)
Arizona
$2.25M -$53.7K -872 -2%
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$2.24M -$94.2K -1,529 -4%
CCM
458
Condor Capital Management
New Jersey
$2.22M -$138K -2,246 -6%
NWMG
459
National Wealth Management Group
Ohio
$2.17M -$95.4K -1,550 -4%
WCA
460
Westover Capital Advisors
Delaware
$2.15M -$32K -520 -1%
PTC
461
Private Trust Company
Ohio
$2.12M -$113K -1,844 -5%
RFA
462
Resurgent Financial Advisors
Georgia
$2.09M +$161K +2,619 +8%
HSG
463
Helen Stephens Group
Texas
$2.08M -$163K -2,656 -7%
JFA
464
JNBA Financial Advisors
Minnesota
$2.07M -$433K -7,045 -17%
JWCA
465
J.W. Cole Advisors
Florida
$2.07M +$344K +5,593 +20%
MFG
466
MidWestOne Financial Group
Iowa
$2.04M +$2.04M +33,088 New
WT
467
Whittier Trust
California
$2.03M -$27.4K -445 -1%
SDWMA
468
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.03M -$22.6K -367 -1%
TFG
469
Tilson Financial Group
New Jersey
$2.02M +$2.02M +32,849 New
FPAS
470
Focus Partners Advisor Solutions
Missouri
$2.01M +$820K +13,324 +69%
SPWM
471
Schrum Private Wealth Management
Florida
$1.99M +$511K +8,309 +35%
BCFS
472
Butensky & Cohen Financial Security
Florida
$1.99M +$26.2K +426 +1%
CCM
473
Coldstream Capital Management
Washington
$1.96M -$39.2K -637 -2%
HBT
474
Hills Bank & Trust
Iowa
$1.96M +$311K +5,058 +19%
AWM
475
Axxcess Wealth Management
California
$1.96M -$228K -3,700 -10%
17 18
19
20 21