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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 %
TWP
601
Tempus Wealth Planning
California
$929K +$664K +10,789 +250%
WIP
602
WealthCare Investment Partners
Rhode Island
$924K -$22K -358 -2%
NF
603
Nikulski Financial
Iowa
$918K -$316K -5,137 -26%
FL
604
FreeGulliver LLC
Louisiana
$914K +$914K +14,853 New
FFO
605
Fortitude Family Office
Arizona
$912K -$130K -2,109 -12%
WCP
606
Welch Capital Partners
New York
$909K – – –
IFPL
607
Investments & Financial Planning LLC
Kentucky
$900K -$35.7K -580 -4%
NS
608
NBC Securities
Alabama
$898K +$63K +1,025 +8%
TF
609
Trek Financial
Arizona
$897K +$121K +1,973 +16%
CAM
610
Cobblestone Asset Management
Virginia
$895K +$206K +3,350 +30%
CA
611
Calton & Associates
Florida
$894K +$631K +10,254 +240%
DRS
612
Deane Retirement Strategies
Louisiana
$885K +$78.1K +1,270 +10%
JSA
613
Jacobson & Schmitt Advisors
Wisconsin
$882K – – –
PWA
614
PCG Wealth Advisors
Kansas
$874K +$19.6K +319 +2%
SAI
615
Savvy Advisors Inc
New York
$871K -$83.8K -1,362 -9%
IGWM
616
ICA Group Wealth Management
Colorado
$870K +$194K +3,151 +29%
DAS
617
Diversify Advisory Services
Utah
$865K +$865K +14,082 New
CCM
618
Crew Capital Management
Ohio
$861K -$166K -2,695 -16%
FPW
619
Flagship Private Wealth
Massachusetts
$860K +$175K +2,846 +26%
Koshinski Asset Management
620
Koshinski Asset Management
Illinois
$858K +$858K +13,951 New
C
621
Certuity
Florida
$858K +$36.5K +593 +4%
MIAS
622
Mason Investment Advisory Services
Virginia
$856K -$3.08K -50 -0.4%
FOA
623
Five Oceans Advisors
California
$850K +$850K +13,810 New
MWM
624
Mission Wealth Management
California
$841K +$841K +13,672 New
UCFA
625
United Capital Financial Advisors
Texas
$841K +$112K +1,819 +15%
23 24
25
26 27