SPLG icon

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
Betterment LLC
New York
$2.73B
2
Allianz Asset Management
Allianz Asset Management
Germany
$346M
3
SLI
Sumitomo Life Insurance
Japan
$309M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$190M
5
Morgan Stanley
Morgan Stanley
New York
$602M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
SMM
Stadion Money Management
Georgia
$299M
3
SWM
SigFig Wealth Management
California
$31.5M
4
SAG
SageView Advisory Group
California
$280K
5
AssetMark Inc
AssetMark Inc
California
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
526
Tempus Wealth Planning
California
$1.94M +$973K +15,200 +101%
FWI
527
Facet Wealth Inc
Maryland
$1.93M -$28.4K -445 -1%
BTWM
528
Brass Tax Wealth Management
Ohio
$1.93M +$1.93M +30,223 New
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
$1.93M +$1.59M +24,813 +468%
SWMG
530
Sanchez Wealth Management Group
Florida
$1.92M +$173K +2,706 +10%
IWS
531
Integrity Wealth Solutions
Colorado
$1.9M -$17.9K -279 -0.9%
DWM
532
Dakota Wealth Management
Florida
$1.88M -$65.3K -1,020 -3%
CFG
533
Cooper Financial Group
California
$1.87M -$63.9K -998 -3%
Tudor Investment Corp
534
Tudor Investment Corp
Connecticut
$1.87M +$1.87M +29,194 New
FAP
535
Financial Advisory Partners
Florida
$1.86M -$24K -375 -1%
WFS
536
WealthGarden F.S.
California
$1.83M +$1.83M +28,659 New
PIA
537
Pinion Investment Advisors
Kansas
$1.83M -$60.7K -948 -3%
CGFA
538
Colton Groome Financial Advisors
North Carolina
$1.82M +$68.4K +1,068 +4%
VIP
539
Vantage Investment Partners
Missouri
$1.81M – – –
RMAM
540
Raab & Moskowitz Asset Management
New Jersey
$1.81M -$45.5K -711 -2%
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$1.8M +$555K +8,674 +45%
CB
542
Chris Bulman
California
$1.79M +$1.79M +27,938 New
HAM
543
Harmony Asset Management
Arizona
$1.78M -$33.3K -520 -2%
QC
544
Quadrature Capital
United Kingdom
$1.78M +$1.78M +27,819 New
SPIA
545
Steward Partners Investment Advisory
New York
$1.78M +$1.29M +20,179 +264%
RWA
546
Rooted Wealth Advisors
Illinois
$1.77M -$234K -3,597 -12%
VIM
547
Vista Investment Management
Pennsylvania
$1.77M -$36.6K -572 -2%
WP
548
WealthShield Partners
North Carolina
$1.76M -$241K -3,758 -12%
AWA
549
Arkadios Wealth Advisors
Georgia
$1.74M -$7.49K -117 -0.4%
SSW
550
Stone Summit Wealth
Florida
$1.73M -$3.2K -50 -0.2%
20 21
22
23 24