SPLG icon

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 %
RFP
776
Root Financial Partners
California
$314K +$314K +5,098 New
CFGS
777
Concourse Financial Group Securities
Alabama
$312K -$207K -3,370 -40%
SPI
778
Santori & Peters Inc
Pennsylvania
$312K +$40.3K +655 +15%
TA
779
TFB Advisors
Kansas
$311K +$311K +5,284 New
CRI
780
Colonial River Investments
Virginia
$309K -$144K -2,336 -32%
PCS
781
Private Client Services
Kentucky
$305K +$63K +1,024 +26%
IWA
782
Inspirion Wealth Advisors
Illinois
$305K +$123 +2 +0%
CA
783
Claris Advisors
Missouri
$302K – – –
HWA
784
Heartwood Wealth Advisors
Virginia
$300K – – –
Jones Financial Companies
785
Jones Financial Companies
Missouri
$300K – – –
TAM
786
Titleist Asset Management
Texas
$299K +$299K +4,854 New
PFA
787
Pure Financial Advisors
California
$297K +$297K +4,819 New
SGK
788
Steigerwald Gordon & Koch
Virginia
$296K – – –
TVWM
789
Tower View Wealth Management
Wisconsin
$292K +$255K +4,138 +673%
EMAM
790
Encompass More Asset Management
California
$289K +$5.78K +94 +2%
FA
791
Fiducient Advisors
Illinois
$289K +$289K +4,690 New
CM
792
Churchill Management
California
$287K -$332K -5,400 -54%
W
793
Wealthquest
Ohio
$287K +$15.8K +256 +6%
WIM
794
Westside Investment Management
California
$285K – – –
MCA
795
MSH Capital Advisors
Arizona
$280K +$46.4K +754 +20%
SEI Investments
796
SEI Investments
Pennsylvania
$280K -$923 -15 -0.3%
NRC
797
New Republic Capital
North Carolina
$279K -$79.1K -1,285 -22%
IA
798
Inspire Advisors
Idaho
$276K -$35K -569 -11%
TCWM
799
Total Clarity Wealth Management
Illinois
$276K +$800 +13 +0.3%
PMG
800
ProVise Management Group
Florida
$272K -$1.17M -18,963 -81%
30 31
32
33 34