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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 %
VIM
501
Vista Investment Management
Pennsylvania
$1.74M -$8.92K -145 -0.5%
CGFA
502
Colton Groome Financial Advisors
North Carolina
$1.68M +$93K +1,511 +6%
SWMG
503
Sanchez Wealth Management Group
Florida
$1.68M +$245K +3,989 +17%
AWA
504
Arkadios Wealth Advisors
Georgia
$1.68M +$56.5K +918 +3%
SSW
505
Stone Summit Wealth
Florida
$1.66M -$97K -1,576 -6%
AAS
506
Ameritas Advisory Services
Nebraska
$1.66M +$534K +8,841 +48%
SF
507
Slagle Financial
Illinois
$1.66M -$1.47M -23,935 -47%
SEA
508
Stegent Equity Advisors
Texas
$1.65M – – –
RWPA
509
Richard W. Paul & Associates
Michigan
$1.63M -$245K -3,982 -13%
AFS
510
Access Financial Services
Minnesota
$1.61M +$29.5K +480 +2%
CWM
511
CIBC World Markets
New York
$1.59M +$1.59M +25,870 New
TCFP
512
Treasure Coast Financial Planning
Florida
$1.59M -$15.4K -251 -1%
PFG
513
Pacific Financial Group
Washington
$1.58M -$99.6K -1,618 -6%
TA
514
TrueWealth Advisors
Alabama
$1.55M -$19K -309 -1%
CMBA
515
C.M. Bidwell & Associates
Hawaii
$1.54M +$12.3K +200 +0.8%
SA
516
Strategic Advisors
New York
$1.53M +$1.53M +24,798 New
NFP
517
Narus Financial Partners
Utah
$1.53M -$23.6K -383 -2%
QWM
518
Quadcap Wealth Management
Texas
$1.52M +$96.1K +1,561 +7%
CAG
519
Curtis Advisory Group
California
$1.51M -$1.18M -19,143 -44%
PFA
520
Professional Financial Advisors
Nebraska
$1.51M +$1.72K +28 +0.1%
MA
521
MAS Advisors
Florida
$1.49M – – –
NG
522
Norden Group
Utah
$1.48M +$1.48M +24,117 New
SPC
523
Sigma Planning Corp
Michigan
$1.48M +$1.05M +17,134 +247%
WAM
524
Worth Asset Management
Texas
$1.48M +$1.48M +24,026 New
ETIA
525
Epic Trust Investment Advisors
Washington
$1.47M +$130K +2,113 +10%
19 20
21
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