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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.

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
1
Betterment LLC
New York
$2.07B
2
ACM
2
Advance Capital Management
Michigan
$810M
3
MB
3
Mizuho Bank
Japan
$314M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
5
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
AWM
2
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$635M
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
KW
51
KWB Wealth
California
$84.5M 1,373,577 -239,350 -15%
NA
52
NewEdge Advisors
Louisiana
$82.9M 1,346,758 +38,709 +3%
PCA
53
Prosperity Capital Advisors
Ohio
$81.4M 1,323,434 -397,047 -23%
MML Investors Services
54
MML Investors Services
Massachusetts
$81.4M 1,323,288 -21,546 -2%
GLA
55
Good Life Advisors
Pennsylvania
$79.3M 1,288,579 +554,804 +76%
OFS
56
OneAscent Financial Services
Alabama
$78.3M 1,272,484 -139,220 -10%
SWM
57
SigFig Wealth Management
California
$77.6M 1,261,777 -503,285 -29%
GP
58
Girard Partners
Pennsylvania
$73.5M 1,194,024 +82,744 +7%
RIG
59
RiverFront Investment Group
Virginia
$71.1M 1,155,036 +27,889 +2%
State Street
60
State Street
Massachusetts
$70.8M 1,150,700 +459,900 +67%
HGWM
61
Horst & Graben Wealth Management
Oregon
$70.1M 1,139,237 -329,065 -22%
GVAG
62
Great Valley Advisor Group
Delaware
$66.2M 1,076,126 +75,529 +8%
SFS
63
Security Financial Services
Indiana
$66.2M 1,075,477 -45,869 -4%
CIA
64
Compass Ion Advisors
Pennsylvania
$64.9M 1,054,514 -23,782 -2%
RJA
65
Raymond James & Associates
Florida
$64.7M 1,051,801 -86,936 -8%
AWE
66
Avidian Wealth Enterprises
Texas
$64.5M 1,047,786 +128,389 +14%
AAG
67
Armstrong Advisory Group
Massachusetts
$64.4M 1,151,529 – –
OWA
68
One Wealth Advisors
California
$63.1M 1,025,677 -232,128 -18%
SAM
69
Standpoint Asset Management
Arizona
$62.3M 1,012,500 +33,700 +3%
ACA
70
Aptus Capital Advisors
Alabama
$62.2M 1,011,548 +153,115 +18%
HWM
71
Horizon Wealth Management
Illinois
$61.1M 992,354 +64,668 +7%
DA
72
Detalus Advisors
Missouri
$60.8M 987,657 -24,799 -2%
BPWM
73
Badgley Phelps Wealth Managers
Washington
$60.3M 980,077 +29,469 +3%
IF
74
Intrua Financial
Texas
$57.3M 931,608 +119,192 +15%
KAS
75
Kestra Advisory Services
Texas
$57.2M 929,169 +33,321 +4%
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