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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 %
TCPG
701
Trivant Custom Portfolio Group
California
$523K +$76.4K +1,242 +17%
LWM
702
Liberty Wealth Management
California
$523K +$298K +4,832 +132%
KCFA
703
Key Client Fiduciary Advisors
New Jersey
$519K +$85.1K +1,383 +20%
CWM
704
Chemistry Wealth Management
New York
$517K – – –
SCP
705
Stevens Capital Partners
Nebraska
$515K +$19.1K +311 +4%
OWA
706
ORBA Wealth Advisors
Illinois
$503K – – –
GSIS
707
Global Strategic Investment Solutions
Arizona
$492K – – –
SIAS
708
Summit Investment Advisory Services
Minnesota
$492K +$7.2K +117 +1%
P
709
&Partners
Tennessee
$489K +$489K +7,949 New
IAN
710
Integrated Advisors Network
Texas
$485K +$77.7K +1,263 +19%
LMKC
711
L.M. Kohn & Company
Ohio
$481K +$53.5K +869 +12%
TFS
712
Thoroughbred Financial Services
Tennessee
$481K +$206K +3,360 +75%
MAG
713
M3 Advisory Group
Massachusetts
$479K – – –
KPWS
714
Kestra Private Wealth Services
Texas
$471K +$183K +2,980 +64%
SPIA
715
Steward Partners Investment Advisory
New York
$470K -$2.3M -37,327 -83%
Citigroup
716
Citigroup
New York
$468K -$5.72K -93 -1%
OBWG
717
Onyx Bridge Wealth Group
New York
$454K +$207K +3,470 +84%
HNW
718
High Note Wealth
Minnesota
$444K +$2.15K +35 +0.5%
OIM
719
Opus Investment Management
Massachusetts
$442K – – –
FCA
720
FLC Capital Advisors
California
$441K – – –
MWM
721
Merriman Wealth Management
Washington
$433K +$433K +7,043 New
PMFA
722
Plante Moran Financial Advisors
Michigan
$432K -$62.5K -1,016 -13%
DWP
723
Destiny Wealth Partners
Florida
$425K -$6.95K -113 -2%
NAS
724
Nicolet Advisory Services
Wisconsin
$423K -$11.9K -195 -3%
M1FG
725
Mach-1 Financial Group
Arkansas
$418K +$9.05K +147 +2%
27 28
29
30 31