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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 %
Empower Advisory Group
726
Empower Advisory Group
Colorado
$418K +$159K +2,587 +62%
DLHL
727
Donald L. Hagan LLC
Florida
$415K -$54.8K -891 -12%
SWM
728
SFG Wealth Management
Maryland
$412K +$18.9K +307 +5%
OSAM
729
O'Shaughnessy Asset Management
Connecticut
$411K +$186K +3,021 +82%
FMWA
730
Forvis Mazars Wealth Advisors
Missouri
$410K – – –
WS
731
Wedbush Securities
California
$404K +$38.5K +625 +11%
MA
732
MJP Associates
Connecticut
$404K -$34.2K -556 -8%
MWM
733
MGB Wealth Management
Texas
$402K -$3.02K -49 -0.7%
RIA
734
Regal Investment Advisors
Michigan
$400K +$400K +6,504 New
RWP
735
RWA Wealth Partners
Massachusetts
$396K – – –
AF
736
Allworth Financial
California
$395K +$80.7K +1,312 +26%
CWM
737
Campbell Wealth Management
Virginia
$393K – – –
RZH
738
Relyea Zuckerberg Hanson
Connecticut
$392K +$1.29K +21 +0.3%
BJL
739
Brighton Jones LLC
Washington
$391K +$50.8K +825 +15%
AFG
740
AFS Financial Group
Maryland
$389K -$2.02M -32,857 -84%
FFA
741
Founders Financial Alliance
North Carolina
$387K +$8K +130 +2%
RBFC
742
Roman Butler Fullerton & Co
Missouri
$383K -$282K -4,789 -42%
FA
743
Fortis Advisors
Pennsylvania
$382K +$2.4K +39 +0.6%
CG
744
Cutler Group
California
$379K -$383K -6,235 -50%
FC
745
Forte Capital
New York
$378K -$1.48M -24,029 -80%
TCOTS
746
Trust Company of the South
North Carolina
$374K – – –
PPWM
747
PFG Private Wealth Management
Florida
$374K +$157K +2,554 +73%
BC
748
Brio Consultants
California
$369K -$7.14K -116 -2%
WBCM
749
Wilson & Boucher Capital Management
California
$363K – – –
MIM
750
Macroview Investment Management
Maryland
$355K – – –
28 29
30
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