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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 %
SP
526
Sequent Planning
Nebraska
$1.47M +$1.47M +23,831 New
SF
527
Safeguard Financial
Wisconsin
$1.46M -$7.88K -128 -0.5%
AA
528
AlphaMark Advisors
Kentucky
$1.45M +$360K +5,854 +33%
RJT
529
Raymond James Trust
Florida
$1.44M +$338K +5,498 +31%
T
530
TCWP
Ohio
$1.44M -$999K -16,235 -41%
HT
531
Headlands Technologies
Illinois
$1.44M +$1.44M +23,345 New
WPW
532
Watershed Private Wealth
Illinois
$1.42M +$646K +10,499 +83%
BRWA
533
B. Riley Wealth Advisors
Florida
$1.41M +$450K +8,948 +47%
CA
534
CGN Advisors
Kansas
$1.41M -$17.3K -281 -1%
MFG
535
Magnus Financial Group
New York
$1.4M +$197K +3,206 +16%
LA
536
Latitude Advisors
Florida
$1.4M +$715K +11,622 +105%
ECA
537
Elevated Capital Advisors
Utah
$1.39M -$485K -7,886 -26%
NCM
538
Northwest Capital Management
Oregon
$1.39M +$11.1K +180 +0.8%
MWM
539
MBE Wealth Management
Wisconsin
$1.39M -$57.5K -934 -4%
RFN
540
Redwood Financial Network
Ohio
$1.38M +$45.7K +743 +3%
PIA
541
Perennial Investment Advisors
California
$1.38M +$11K +178 +0.8%
SPC
542
Spirepoint Private Client
Florida
$1.36M +$1.36M +22,133 New
CAG
543
Crestwood Advisors Group
Massachusetts
$1.36M -$39.4K -640 -3%
AWM
544
Arista Wealth Management
Nevada
$1.34M -$460K -7,475 -26%
CFP
545
Cascade Financial Partners
California
$1.34M +$1.34M +22,334 New
Focus Partners Wealth
546
Focus Partners Wealth
Massachusetts
$1.34M +$1.06M +17,215 +375%
KFG
547
Kingdom Financial Group
Arizona
$1.32M +$326K +5,298 +33%
GA
548
GoalVest Advisory
New York
$1.31M -$7.51K -122 -0.6%
FCC
549
Flower City Capital
New York
$1.29M – – –
TC
550
Trilogy Capital
California
$1.29M -$16.9K -275 -1%
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