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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 %
TA
626
TFG Advisers
Michigan
$838K +$78K +1,268 +10%
HTHT
627
Hemenway Trust Hemenway Trust
New Hampshire
$835K +$13.2K +215 +2%
SI
628
Shaker Investments
Ohio
$830K +$376K +6,110 +83%
HA
629
Hofer & Associates
California
$818K +$9.05K +147 +1%
HFM
630
Hartford Financial Management
Connecticut
$814K +$814K +13,225 New
CI
631
CPR Investments
Michigan
$805K +$805K +13,080 New
ACM
632
Altrius Capital Management
North Carolina
$803K -$90.1K -1,464 -10%
CIAS
633
Capital Investment Advisory Services
North Carolina
$801K -$19.5K -317 -2%
AMM
634
American Money Management
California
$800K -$55.7K -906 -7%
PFG
635
Prosperity Financial Group
California
$799K +$103K +1,666 +15%
AWM
636
Accurate Wealth Management
Florida
$799K +$28.4K +487 +4%
FP
637
Fiduciary Planning
Florida
$779K -$5.48K -89 -0.7%
LSAG
638
Lake Street Advisors Group
New Hampshire
$779K – – –
JIP
639
Jaffetilchin Investment Partners
Florida
$763K +$21.2K +345 +3%
VCA
640
Verdence Capital Advisors
Maryland
$759K +$186K +3,029 +33%
TCM
641
Traynor Capital Management
Pennsylvania
$757K +$5.54K +90 +0.7%
CA
642
Corrado Advisors
New Jersey
$750K -$89.8K -1,460 -11%
CAL
643
Capital Advisors Ltd
Ohio
$748K – – –
APS
644
American Planning Services
Florida
$744K – – –
FC
645
Financial Consulate
Maryland
$743K -$126K -2,050 -15%
HAS
646
HBW Advisory Services
California
$732K – – –
AG
647
AlTi Global
New York
$731K -$10.3K -168 -1%
RFN
648
RDA Financial Network
Iowa
$728K -$244K -3,967 -25%
I
649
INVST
Indiana
$724K +$199K +3,242 +38%
SA
650
Stewardship Advisors
Pennsylvania
$710K -$176K -2,862 -20%
24 25
26
27 28