SPLG icon

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 %
PCIA
651
Prime Capital Investment Advisors
Kansas
$980K -$129K -2,019 -12%
FOA
652
Five Oceans Advisors
California
$964K +$79.9K +1,249 +9%
3F
653
360 Financial
Minnesota
$961K +$254K +3,974 +36%
TF
654
Trek Financial
Arizona
$960K +$26.8K +419 +3%
NS
655
NBC Securities
Alabama
$960K +$26.4K +413 +3%
WIP
656
WealthCare Investment Partners
Rhode Island
$959K -$2.3K -36 -0.2%
NF
657
Nikulski Financial
Iowa
$956K +$1.41K +22 +0.1%
FFO
658
Fortitude Family Office
Arizona
$949K +$512 +8 +0.1%
FGG
659
Financial Guidance Group
Florida
$937K +$937K +14,633 New
P
660
&Partners
Tennessee
$917K +$408K +6,374 +80%
TAM
661
TCP Asset Management
Ohio
$912K -$354K -5,530 -28%
PFG
662
Prosperity Financial Group
California
$910K +$79K +1,235 +10%
CB
663
Commerce Bank
Missouri
$909K +$909K +14,209 New
LFA
664
LGT Financial Advisors
Texas
$907K -$70.7K -1,105 -7%
CCM
665
Crew Capital Management
Ohio
$906K +$11K +172 +1%
JSA
666
Jacobson & Schmitt Advisors
Wisconsin
$905K -$12.2K -190 -1%
CIAS
667
Capital Investment Advisory Services
North Carolina
$903K +$70.5K +1,102 +8%
TPWA
668
Twin Peaks Wealth Advisors
California
$898K -$209K -3,270 -19%
SAW
669
Signal Advisors Wealth
Michigan
$897K -$11.8M -184,894 -93%
HFM
670
Hartford Financial Management
Connecticut
$897K +$50.7K +792 +6%
C
671
Certuity
Florida
$892K – – –
DRS
672
Deane Retirement Strategies
Louisiana
$890K -$30.3K -474 -3%
IFPL
673
Investments & Financial Planning LLC
Kentucky
$884K -$51.6K -806 -6%
AWM
674
Avior Wealth Management
Nebraska
$874K -$286K -4,462 -25%
HTHT
675
Hemenway Trust Hemenway Trust
New Hampshire
$868K -$320 -5 -0%
25 26
27
28 29