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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 %
IA
551
Insight Advisors
Pennsylvania
$1.27M +$98.6K +1,603 +8%
AWM
552
Abound Wealth Management
Tennessee
$1.27M -$554 -9 -0%
RWA
553
Redhawk Wealth Advisors
Minnesota
$1.26M -$111K -1,798 -8%
CAAS
554
Capital Asset Advisory Services
Michigan
$1.25M -$195K -3,200 -13%
DC
555
Davenport & Co
Virginia
$1.24M +$113K +1,831 +10%
TAM
556
TCP Asset Management
Ohio
$1.22M -$136K -2,217 -10%
MCM
557
MAI Capital Management
Ohio
$1.2M +$264K +4,294 +28%
National Bank of Canada
558
National Bank of Canada
Quebec, Canada
$1.19M +$344K +5,614 +41%
RCA
559
Ranch Capital Advisors
Florida
$1.17M +$18.5K +300 +2%
FTS
560
Fifth Third Securities
Ohio
$1.17M +$437K +7,103 +60%
MC
561
Moors & Cabot
Massachusetts
$1.16M +$14.2K +231 +1%
CB
562
Community Bank
New York
$1.15M -$12.1K -196 -1%
RWM
563
Ritholtz Wealth Management
New York
$1.14M -$15K -243 -1%
KWA
564
Kingswood Wealth Advisors
California
$1.13M +$853K +13,856 +302%
ARC
565
Advisor Resource Council
Texas
$1.12M -$6.72M -119,793 -86%
SIA
566
Strategic Investment Advisors
Michigan
$1.12M -$274K -4,449 -20%
FWM
567
Fingerlakes Wealth Management
New York
$1.12M -$4.49K -73 -0.4%
ITB
568
Idaho Trust Bank
Idaho
$1.12M +$1.12M +18,203 New
AWM
569
Avior Wealth Management
Nebraska
$1.11M +$331K +5,375 +42%
SMC
570
Smith, Moore & Co
Missouri
$1.11M -$2.4K -39 -0.2%
Mirae Asset Global Investments
571
Mirae Asset Global Investments
South Korea
$1.09M +$1.09M +17,760 New
TI
572
Trexquant Investment
Connecticut
$1.08M -$130K -2,105 -11%
Natixis Advisors
573
Natixis Advisors
Massachusetts
$1.08M +$99.9K +1,623 +10%
CTWM
574
Cherry Tree Wealth Management
Minnesota
$1.07M – – –
BFG
575
Bleakley Financial Group
New Jersey
$1.07M +$38.1K +620 +4%
21 22
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