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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.

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 %
KCPG
476
Kavar Capital Partners Group
Kansas
$1.94M -$2.14M -34,810 -52%
AFG
477
Atomi Financial Group
New York
$1.94M +$112K +1,817 +6%
AC
478
Apella Capital
Connecticut
$1.94M -$167K -2,729 -8%
WP
479
WealthShield Partners
North Carolina
$1.92M -$23.5K -382 -1%
RWA
480
Rooted Wealth Advisors
Illinois
$1.89M -$6.16K -101 -0.3%
FWI
481
Facet Wealth Inc
Maryland
$1.87M -$73.2K -1,204 -4%
DWM
482
Dakota Wealth Management
Florida
$1.87M -$1.22M -19,810 -39%
FA
483
Fermata Advisors
California
$1.86M +$453K +7,367 +32%
CFG
484
Cooper Financial Group
California
$1.86M -$400K -6,495 -18%
IWS
485
Integrity Wealth Solutions
Colorado
$1.85M -$60.8K -988 -3%
MPCL
486
My Personal CFO LLC
Washington
$1.85M – – –
AF
487
Aldebaran Financial
$1.83M -$2.58M -41,910 -59%
PIA
488
Pinion Investment Advisors
Kansas
$1.81M -$10.5K -170 -0.6%
CPA
489
Capital Planning Advisors
California
$1.81M – – –
FAP
490
Financial Advisory Partners
Florida
$1.81M +$40.5K +659 +2%
NFG
491
Nations Financial Group
Iowa
$1.79M +$171K +2,786 +11%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$1.78M -$210K -3,409 -11%
RMAM
493
Raab & Moskowitz Asset Management
New Jersey
$1.78M -$6.46K -105 -0.4%
SWM
494
Schwallier Wealth Management
Michigan
$1.78M -$192K -3,127 -10%
RCA
495
Resonant Capital Advisors
Wisconsin
$1.77M +$1.77M +28,817 New
WFC
496
Western Financial Corp
California
$1.77M -$1.02M -16,595 -37%
Comerica Bank
497
Comerica Bank
Texas
$1.75M +$193K +3,133 +12%
William Blair & Company
498
William Blair & Company
Illinois
$1.75M +$357K +5,806 +26%
HAM
499
Harmony Asset Management
Arizona
$1.75M – – –
VIP
500
Vantage Investment Partners
Missouri
$1.74M – – –
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