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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 %
BF
651
Brogan Financial
Tennessee
$701K +$20.4K +331 +3%
CAMV
652
Concord Asset Management (Virginia)
Virginia
$699K +$104K +1,687 +17%
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$694K +$84K +1,365 +14%
AIM
654
Anchor Investment Management
South Carolina
$694K +$161K +2,621 +30%
MWA
655
MN Wealth Advisors
Kansas
$685K -$1.11M -18,065 -62%
OWA
656
Outlook Wealth Advisors
Texas
$682K -$995K -16,176 -59%
3F
657
360 Financial
Minnesota
$679K +$234K +3,805 +53%
MGP
658
Metis Global Partners
California
$678K +$68.8K +1,118 +11%
IC
659
IEQ Capital
California
$666K +$4.8K +78 +0.7%
ADL
660
Asset Dedication LLC
California
$664K -$4.29K -70 -0.6%
DC
661
Destiny Capital
Colorado
$662K -$82.1K -1,334 -11%
AA
662
AJ Advisors
Tennessee
$655K -$70.5K -1,146 -10%
LFG
663
Lockerman Financial Group
California
$654K +$330K +5,361 +102%
PIAS
664
PCA Investment Advisory Services
Ohio
$650K +$738 +12 +0.1%
EWA
665
EverSource Wealth Advisors
Alabama
$639K -$77K -1,303 -11%
CIA
666
Cape Investment Advisory
Georgia
$637K +$230K +3,742 +57%
CIA
667
Capital Investment Advisors
Georgia
$635K +$17.5K +285 +3%
CFP
668
Cypress Financial Planning
New Jersey
$633K +$43.7K +711 +7%
PFA
669
Peak Financial Advisors
Colorado
$629K -$205K -3,326 -25%
EA
670
Emerald Advisors
Washington
$628K +$127K +2,062 +25%
SFA
671
Source Financial Advisors
New York
$613K -$405K -6,577 -40%
WSTAM
672
Wilbanks Smith & Thomas Asset Management
Virginia
$610K +$14.4K +234 +2%
CC
673
Cypress Capital
Tennessee
$607K +$37.8K +615 +7%
JSW
674
Journey Strategic Wealth
New Jersey
$606K +$131K +2,135 +28%
CFS
675
Coordinated Financial Services
Colorado
$604K +$604K +9,817 New
25 26
27
28 29