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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 %
QWM
576
Quadcap Wealth Management
Texas
$1.5M -$79.7K -1,246 -5%
Jones Financial Companies
577
Jones Financial Companies
Missouri
$1.48M +$1.17M +18,267 +375%
TF
578
Threadgill Financial
Texas
$1.48M +$1.48M +23,056 New
MWM
579
MBE Wealth Management
Wisconsin
$1.47M +$24.2K +378 +2%
DP
580
Dearborn Partners
Illinois
$1.47M +$1.47M +22,939 New
RFN
581
Redwood Financial Network
Ohio
$1.46M +$15.6K +244 +1%
SPC
582
Spirepoint Private Client
Florida
$1.44M +$23K +359 +2%
WPW
583
Watershed Private Wealth
Illinois
$1.44M -$44.2K -691 -3%
FL
584
FreeGulliver LLC
Louisiana
$1.43M +$475K +7,415 +50%
PFG
585
Pacific Financial Group
Washington
$1.42M -$216K -3,371 -13%
CC
586
Cypress Capital
Tennessee
$1.42M +$789K +12,325 +125%
CFP
587
Cascade Financial Partners
California
$1.42M -$9.66K -151 -0.7%
GF
588
Gries Financial
Ohio
$1.42M -$1.55M -24,179 -52%
WFC
589
Western Financial Corp
California
$1.41M -$429K -6,700 -23%
BOSSRA
590
B.O.S.S. Retirement Advisors
Utah
$1.4M +$1.4M +21,818 New
CA
591
CGN Advisors
Kansas
$1.4M -$71.4K -1,115 -5%
KWA
592
Kingswood Wealth Advisors
California
$1.39M +$207K +3,239 +18%
EFA
593
Evernest Financial Advisors
Indiana
$1.39M +$325K +5,078 +31%
NFG
594
Nations Financial Group
Iowa
$1.38M -$475K -7,425 -26%
PIA
595
Perennial Investment Advisors
California
$1.38M -$59.9K -936 -4%
IA
596
Insight Advisors
Pennsylvania
$1.36M +$34.1K +532 +3%
GA
597
GoalVest Advisory
New York
$1.35M -$12.2K -191 -0.9%
CAAS
598
Capital Asset Advisory Services
Michigan
$1.33M -$7.91K -121 -0.6%
DC
599
Davenport & Co
Virginia
$1.33M +$40.3K +629 +3%
FCC
600
Flower City Capital
New York
$1.31M -$26.4K -413 -2%
22 23
24
25 26