SPLG icon

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 %
AUB
676
Atlantic Union Bankshares
Virginia
$603K -$17.6K -286 -3%
ORG
677
Optimist Retirement Group
Washington
$600K -$118K -1,911 -16%
LFG
678
Leverty Financial Group
Wisconsin
$593K +$45.7K +742 +8%
RW
679
Regimen Wealth
Georgia
$592K -$35.8K -581 -6%
BlackRock
680
BlackRock
New York
$588K +$345K +5,615 +143%
FCM
681
Fourpath Capital Management
Oklahoma
$584K -$10.4K -169 -2%
CWM
682
Cranbrook Wealth Management
Michigan
$584K – – –
SFG
683
Sovereign Financial Group
Connecticut
$582K -$14.1K -229 -2%
SRWM
684
Shira Ridge Wealth Management
California
$580K -$127K -2,061 -18%
AIA
685
Alera Investment Advisors
Illinois
$578K +$578K +9,398 New
TC
686
TAP Consulting
Missouri
$578K +$131K +2,131 +29%
RWM
687
Rockwood Wealth Management
Pennsylvania
$568K +$568K +9,239 New
MCCP
688
Mission Creek Capital Partners
California
$567K -$9.23K -150 -2%
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$561K +$2.58K +42 +0.5%
WIA
690
World Investment Advisors
California
$561K -$64.9K -1,015 -10%
ACS
691
Archford Capital Strategies
Illinois
$555K – – –
MCM
692
Magnolia Capital Management
New York
$547K – – –
EAM
693
Empirical Asset Management
Massachusetts
$543K -$103K -1,673 -16%
RCM
694
Raleigh Capital Management
North Carolina
$541K -$145K -2,361 -21%
KFI
695
Key Financial Inc
Pennsylvania
$540K +$19.4K +315 +4%
ES
696
Eagle Strategies
New York
$538K -$28.1M -456,565 -98%
VCM
697
Virtue Capital Management
Tennessee
$529K +$50.5K +837 +11%
OSNBOA
698
Old Second National Bank of Aurora
Illinois
$525K +$152K +2,473 +41%
CWMGP
699
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$525K -$332K -5,392 -39%
AIM
700
Acropolis Investment Management
Missouri
$524K – – –
26 27
28
29 30