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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 %
TPA
626
Trivium Point Advisory
Connecticut
$1.16M +$892K +13,941 +329%
MGP
627
Metis Global Partners
California
$1.15M +$441K +6,895 +63%
BFG
628
Bleakley Financial Group
New Jersey
$1.14M +$20.5K +321 +2%
NCM
629
Northwest Capital Management
Oregon
$1.13M -$314K -4,909 -22%
SFM
630
Signet Financial Management
New Jersey
$1.13M +$124K +1,945 +12%
CTWM
631
Cherry Tree Wealth Management
Minnesota
$1.12M – – –
EAM
632
Empirical Asset Management
Massachusetts
$1.1M +$846K +29,933 +339%
CIA
633
Cape Investment Advisory
Georgia
$1.09M +$422K +6,594 +64%
CPA
634
Clear Point Advisors
New York
$1.08M -$320 -5 -0%
ES
635
ETF Store
Kansas
$1.07M +$94.4K +1,475 +10%
FA
636
FSA Advisors
Michigan
$1.06M -$9.06K -143 -0.8%
CWP
637
Concord Wealth Partners
Virginia
$1.06M +$58.2K +910 +6%
CAM
638
Cobblestone Asset Management
Virginia
$1.05M +$120K +1,882 +13%
SCM
639
Sebold Capital Management
Illinois
$1.05M -$640 -10 -0.1%
CWM
640
Cedar Wealth Management
California
$1.04M -$53.6K -838 -5%
SFG
641
Sterling Financial Group
California
$1.04M +$1.04M +16,200 New
B
642
Bensler
Washington
$1.03M -$3.37M -52,672 -77%
KFG
643
Kingdom Financial Group
Arizona
$1.03M -$342K -5,340 -25%
YIA
644
YHB Investment Advisors
Connecticut
$1.03M +$37.4K +584 +4%
FMN
645
Financial Management Network
California
$1.02M +$1.44K +22 +0.1%
CWS
646
Confluence Wealth Services
Pennsylvania
$1.02M -$23.9K -373 -2%
LIA
647
LBMC Investment Advisors
Tennessee
$1M – – –
TA
648
TFG Advisers
Michigan
$992K +$120K +1,876 +14%
AWM
649
Apollon Wealth Management
South Carolina
$989K -$74.4K -1,162 -7%
TF
650
TLWM Financial
Texas
$984K -$24.7K -386 -2%
24 25
26
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