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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 %
HSG
501
Helen Stephens Group
Texas
$2.13M -$34.4K -538 -2%
AF
502
Aldebaran Financial
$2.13M +$227K +3,551 +12%
PFG
503
PAX Financial Group
Texas
$2.13M -$500K -7,812 -19%
SDWMA
504
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.11M – – –
WT
505
Whittier Trust
California
$2.11M -$2.56K -40 -0.1%
FEM
506
Fulcrum Equity Management
Texas
$2.1M +$1.75M +27,400 +508%
AFG
507
Atomi Financial Group
New York
$2.09M +$68.3K +1,067 +3%
Marshall Wace
508
Marshall Wace
United Kingdom
$2.08M +$2.08M +32,534 New
SPWM
509
Schrum Private Wealth Management
Florida
$2.06M -$5.57K -87 -0.3%
BCFS
510
Butensky & Cohen Financial Security
Florida
$2.04M -$28.7K -448 -1%
TFA
511
Teamwork Financial Advisors
Texas
$2.03M -$9.25M -144,589 -82%
Citadel Advisors
512
Citadel Advisors
Florida
$2.03M -$2.42M -37,753 -54%
AC
513
Apella Capital
Connecticut
$2.01M -$61.3K -938 -3%
CCM
514
Coldstream Capital Management
Washington
$2M -$37.4K -584 -2%
PTC
515
Private Trust Company
Ohio
$2M -$211K -3,291 -10%
TVWM
516
Tower View Wealth Management
Wisconsin
$1.99M +$1.69M +26,362 +555%
FA
517
Fermata Advisors
California
$1.99M +$52.4K +818 +3%
Comerica Bank
518
Comerica Bank
Texas
$1.98M +$155K +2,425 +9%
SF
519
Safeguard Financial
Wisconsin
$1.97M +$446K +6,969 +29%
MPCL
520
My Personal CFO LLC
Washington
$1.97M +$47.9K +748 +2%
CPA
521
Capital Planning Advisors
California
$1.96M +$70.4K +1,100 +4%
KCPG
522
Kavar Capital Partners Group
Kansas
$1.96M -$64K -1,000 -3%
WAM
523
Worth Asset Management
Texas
$1.95M +$416K +6,506 +27%
SF
524
Slagle Financial
Illinois
$1.95M +$230K +3,594 +13%
LA
525
Latitude Advisors
Florida
$1.95M +$499K +7,801 +34%
19 20
21
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