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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
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 %
SP
551
Sequent Planning
Nebraska
$1.72M +$194K +3,024 +13%
SWM
552
Schwallier Wealth Management
Michigan
$1.71M -$137K -2,137 -7%
SEA
553
Stegent Equity Advisors
Texas
$1.71M – – –
AFS
554
Access Financial Services
Minnesota
$1.67M -$3.01K -47 -0.2%
SFG
555
Sovereign Financial Group
Connecticut
$1.67M +$1.07M +16,680 +176%
William Blair & Company
556
William Blair & Company
Illinois
$1.64M -$177K -2,758 -10%
TCFP
557
Treasure Coast Financial Planning
Florida
$1.64M -$16.1K -251 -1%
AA
558
AlphaMark Advisors
Kentucky
$1.63M +$121K +1,889 +8%
CWM
559
CIBC World Markets
New York
$1.62M -$38.7K -604 -2%
CMBA
560
C.M. Bidwell & Associates
Hawaii
$1.6M – – –
NFP
561
Narus Financial Partners
Utah
$1.6M +$10.7K +167 +0.7%
RJT
562
Raymond James Trust
Florida
$1.57M +$65.3K +1,021 +4%
Koshinski Asset Management
563
Koshinski Asset Management
Illinois
$1.56M +$653K +9,983 +72%
PFA
564
Professional Financial Advisors
Nebraska
$1.55M -$12.7K -198 -0.8%
AWM
565
Abound Wealth Management
Tennessee
$1.55M +$233K +3,639 +18%
MA
566
MAS Advisors
Florida
$1.55M – – –
RWPA
567
Richard W. Paul & Associates
Michigan
$1.55M -$150K -2,350 -9%
TA
568
TrueWealth Advisors
Alabama
$1.54M -$67.3K -1,052 -4%
SPC
569
Sigma Planning Corp
Michigan
$1.54M -$832 -13 -0.1%
RCA
570
Resonant Capital Advisors
Wisconsin
$1.53M -$311K -4,859 -17%
NG
571
Norden Group
Utah
$1.52M -$24.4K -382 -2%
EWA
572
EverSource Wealth Advisors
Alabama
$1.51M +$812K +12,553 +116%
RFA
573
Resurgent Financial Advisors
Georgia
$1.51M -$668K -10,436 -31%
ETIA
574
Epic Trust Investment Advisors
Washington
$1.51M -$19.3K -301 -1%
MWA
575
MN Wealth Advisors
Kansas
$1.51M +$793K +12,392 +111%
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