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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 %
EAM
751
Evanson Asset Management
California
$353K +$353K +5,732 New
SWP
752
Strategic Wealth Partners
Ohio
$352K -$23K -373 -6%
IIC
753
Integrated Investment Consultants
Michigan
$347K +$347K +5,640 New
AA
754
Apriem Advisors
California
$345K -$166K -2,690 -32%
DADC
755
D.A. Davidson & Co
Montana
$343K +$343K +5,580 New
AFO
756
Arrowroot Family Office
California
$340K -$3.2K -52 -0.9%
SWM
757
Silverlake Wealth Management
Vermont
$338K +$1.17K +19 +0.3%
DC
758
Defender Capital
North Carolina
$338K – – –
MWM
759
MY Wealth Management
Maryland
$335K -$120K -1,948 -26%
NG
760
Northstar Group
New York
$332K – – –
FEM
761
Fulcrum Equity Management
Texas
$332K -$104K -1,693 -24%
DI
762
Diligent Investors
California
$330K -$21.9K -356 -6%
SF
763
Synovus Financial
Georgia
$330K +$13.6K +221 +4%
Lido Advisors
764
Lido Advisors
California
$328K -$278K -4,510 -46%
DWM
765
Defined Wealth Management
Oregon
$327K +$327K +5,319 New
SFS
766
Summit Financial Strategies
Ohio
$327K – – –
Qube Research & Technologies (QRT)
767
Qube Research & Technologies (QRT)
United Kingdom
$326K -$340K -5,526 -51%
QCM
768
QRG Capital Management
Illinois
$323K -$85.2K -1,384 -21%
Vanguard Group
769
Vanguard Group
Pennsylvania
$322K +$322K +5,233 New
HR
770
Hardy Reed
Mississippi
$319K – – –
PS
771
Portfolio Strategies
New York
$319K +$319K +5,177 New
LWM
772
LongView Wealth Management
Georgia
$318K +$78.8K +1,281 +33%
OFG
773
OmniStar Financial Group
North Carolina
$316K -$4.84M -78,710 -94%
EIA
774
Edgemoor Investment Advisors
Maryland
$316K – – –
SW
775
SVB Wealth
Massachusetts
$316K – – –
29 30
31
32 33