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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.

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
1
Betterment LLC
New York
$2.07B
2
ACM
2
Advance Capital Management
Michigan
$810M
3
MB
3
Mizuho Bank
Japan
$314M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
5
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
AWM
2
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$635M
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$172M 2,799,085 +664,051 +31%
AWM
27
AE Wealth Management
Kansas
$163M 2,653,204 -5,143,664 -66%
TPCW
28
TD Private Client Wealth
New York
$152M 2,468,485 +252,588 +11%
PWA
29
Peterson Wealth Advisors
Utah
$147M 2,393,901 +13,902 +0.6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$141M 2,294,184 -436,680 -16%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$137M 2,223,389 +1,730,168 +351%
Ameriprise
32
Ameriprise
Minnesota
$136M 2,202,235 -18,431 -0.8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$124M 2,020,451 +104,990 +5%
APW
34
Austin Private Wealth
Texas
$122M 2,005,125 -363,888 -15%
TVAMP
35
Tennessee Valley Asset Management Partners
Tennessee
$120M 1,946,378 -1,257,164 -39%
TLIC
36
Taiyo Life Insurance Company
Japan
$119M 1,940,500 – –
HighTower Advisors
37
HighTower Advisors
Illinois
$106M 1,730,508 +137,144 +9%
IWC
38
Integrated Wealth Concepts
Massachusetts
$106M 1,729,149 -3,188 -0.2%
APTFM
39
AGUR Provident & Training Funds Management
Israel
$98.7M 1,621,994 – –
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$97.9M 1,591,394 -67,666 -4%
SHGA
41
Sand Hill Global Advisors
California
$95.8M 1,557,111 +46,541 +3%
Two Sigma Investments
42
Two Sigma Investments
New York
$95.1M 1,545,300 +192,200 +14%
CAN
43
Cetera Advisor Networks
California
$93.6M 1,521,777 +28,839 +2%
GRP
44
Global Retirement Partners
California
$92.9M 1,509,975 +133,310 +10%
Goldman Sachs
45
Goldman Sachs
New York
$92M 1,495,353 -47,358 -3%
ACM
46
AlphaStar Capital Management
North Carolina
$89.3M 1,450,904 +24,875 +2%
SWP
47
Stratos Wealth Partners
Ohio
$88M 1,429,938 -3,231 -0.2%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$87.4M 1,420,518 -33,038 -2%
BCM
49
Brookstone Capital Management
Illinois
$86M 1,397,623 -112,919 -7%
CIAS
50
CFS Investment Advisory Services
New Jersey
$85.3M 1,385,514 -447,102 -24%
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