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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.

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
3.22%
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
1
Betterment LLC
New York
$2.73B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$346M
3
SLI
3
Sumitomo Life Insurance
Japan
$309M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$602M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
SMM
2
Stadion Money Management
Georgia
$299M
3
SWM
3
SigFig Wealth Management
California
$31.5M
4
SAG
4
SageView Advisory Group
California
$280K
5
AssetMark Inc
5
AssetMark Inc
California
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
701
Retirement Planning Company of New England
Rhode Island
$763K +$41.6K +650 +6%
AIM
702
Anchor Investment Management
South Carolina
$762K +$40.4K +631 +6%
HAS
703
HBW Advisory Services
California
$761K -$77.3K -1,208 -9%
AG
704
AlTi Global
New York
$761K +$448 +7 +0.1%
SA
705
Stewardship Advisors
Pennsylvania
$758K +$19.5K +304 +3%
AMM
706
American Money Management
California
$753K -$79.2K -1,238 -10%
CA
707
Corrado Advisors
New Jersey
$748K -$31.4K -490 -4%
BF
708
Brogan Financial
Tennessee
$745K +$15.4K +240 +2%
SIA
709
Strategic Investment Advisors
Michigan
$726K -$440K -6,872 -38%
VCA
710
Verdence Capital Advisors
Maryland
$725K -$64.3K -1,005 -8%
EA
711
Emerald Advisors
Washington
$719K +$65K +1,015 +10%
FC
712
Financial Consulate
Maryland
$716K -$56.6K -884 -7%
TC
713
TAP Consulting
Missouri
$706K +$105K +1,640 +17%
DC
714
Defender Capital
North Carolina
$691K +$339K +5,300 +96%
OWA
715
Outlook Wealth Advisors
Texas
$689K -$248K -2,934 -26%
LFG
716
Lockerman Financial Group
California
$681K – – –
APS
717
American Planning Services
Florida
$679K -$94K -1,469 -12%
PIAS
718
PCA Investment Advisory Services
Ohio
$677K +$896 +14 +0.1%
ADL
719
Asset Dedication LLC
California
$675K -$18.5K -289 -3%
CIA
720
Capital Investment Advisors
Georgia
$675K +$14.8K +231 +2%
LFG
721
Leverty Financial Group
Wisconsin
$674K +$56.6K +884 +9%
DC
722
Destiny Capital
Colorado
$663K -$25.5K -399 -4%
Fisher Asset Management
723
Fisher Asset Management
Washington
$651K +$651K +10,166 New
RWM
724
Rockwood Wealth Management
Pennsylvania
$646K +$55.1K +861 +9%
AUB
725
Atlantic Union Bankshares
Virginia
$644K +$16.9K +264 +3%
27 28
29
30 31