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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 %
RSWM
676
Robertson Stephens Wealth Management
California
$866K -$2.23M -34,800 -72%
MIAS
677
Mason Investment Advisory Services
Virginia
$864K -$27.1K -424 -3%
HA
678
Hofer & Associates
California
$861K +$10.6K +166 +1%
KCFA
679
Key Client Fiduciary Advisors
New Jersey
$861K +$320K +5,007 +59%
EFG
680
Embree Financial Group
Illinois
$860K -$217K -3,391 -20%
CAMV
681
Concord Asset Management (Virginia)
Virginia
$832K +$104K +1,627 +14%
SL
682
SFM LLC
New Hampshire
$831K -$148K -2,320 -15%
HFA
683
Hershey Financial Advisers
Pennsylvania
$828K +$828K +12,945 New
FPW
684
Flagship Private Wealth
Massachusetts
$824K -$70.9K -1,108 -8%
ACM
685
Altrius Capital Management
North Carolina
$822K -$12.6K -197 -2%
UCFA
686
United Capital Financial Advisors
Texas
$818K -$56.2K -878 -6%
TCM
687
Traynor Capital Management
Pennsylvania
$818K +$30.5K +476 +4%
SAI
688
Savvy Advisors Inc
New York
$811K -$95.6K -1,493 -11%
FP
689
Fiduciary Planning
Florida
$806K -$4.22K -66 -0.5%
CFP
690
Cypress Financial Planning
New Jersey
$796K +$138K +2,157 +21%
JIP
691
Jaffetilchin Investment Partners
Florida
$796K +$1.98K +31 +0.2%
Millennium Management
692
Millennium Management
New York
$793K -$5.04M -78,720 -86%
RBFC
693
Roman Butler Fullerton & Co
Missouri
$783K +$353K +5,353 +82%
CAL
694
Capital Advisors Ltd
Ohio
$778K – – –
CA
695
Clearstead Advisors
Ohio
$772K +$660K +10,312 +589%
AWM
696
Accurate Wealth Management
Florida
$770K -$133K -2,024 -15%
IC
697
IEQ Capital
California
$769K +$76K +1,188 +11%
JSW
698
Journey Strategic Wealth
New Jersey
$768K +$137K +2,145 +22%
I
699
INVST
Indiana
$767K +$11K +172 +1%
PFA
700
Peak Financial Advisors
Colorado
$765K +$110K +1,726 +17%
26 27
28
29 30