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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 %
LWMNY
576
Landmark Wealth Management (New York)
New York
$1.07M -$12.6K -204 -1%
PCIA
577
Prime Capital Investment Advisors
Kansas
$1.07M +$121K +1,960 +13%
TPWA
578
Twin Peaks Wealth Advisors
California
$1.06M +$360K +5,847 +51%
CWM
579
Cedar Wealth Management
California
$1.05M +$1.05M +17,125 New
FA
580
FSA Advisors
Michigan
$1.04M -$87.1K -1,416 -8%
CPA
581
Clear Point Advisors
New York
$1.04M +$123 +2 +0%
EFG
582
Embree Financial Group
Illinois
$1.04M -$631K -10,253 -38%
BA
583
Bluesphere Advisors
Pennsylvania
$1.03M – – –
AWM
584
Apollon Wealth Management
South Carolina
$1.02M +$120K +1,956 +13%
CAAM
585
Cornerstone Advisors Asset Management
Pennsylvania
$1.02M +$1.02M +16,541 New
SCM
586
Sebold Capital Management
Illinois
$1.01M +$96K +1,560 +10%
CWS
587
Confluence Wealth Services
Pennsylvania
$1.01M -$30.2K -490 -3%
OGF
588
Orin Green Financial
California
$988K -$949K -16,979 Closed
TF
589
TLWM Financial
Texas
$970K -$70K -1,138 -7%
SFM
590
Signet Financial Management
New Jersey
$967K +$23.2K +377 +2%
EFA
591
Evernest Financial Advisors
Indiana
$966K +$156K +2,684 +19%
CWP
592
Concord Wealth Partners
Virginia
$964K +$353K +5,739 +58%
LIA
593
LBMC Investment Advisors
Tennessee
$964K +$79.1K +1,285 +9%
YIA
594
YHB Investment Advisors
Connecticut
$951K +$392K +6,372 +70%
SWA
595
Stratos Wealth Advisors
Ohio
$947K -$2.33M -37,827 -71%
FMN
596
Financial Management Network
California
$946K -$137K -2,274 -13%
SL
597
SFM LLC
New Hampshire
$942K -$53.7K -872 -5%
LFA
598
LGT Financial Advisors
Texas
$940K -$27.3K -443 -3%
ES
599
ETF Store
Kansas
$940K +$63.7K +1,036 +7%
PNC Financial Services Group
600
PNC Financial Services Group
Pennsylvania
$938K -$72.1K -1,172 -7%
22 23
24
25 26