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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 %
MMA
801
Miracle Mile Advisors
California
$272K +$272K +4,418 New
PA
802
Pineridge Advisors
Missouri
$271K -$10.3K -168 -4%
CFAM
803
Center For Asset Management
Florida
$270K -$4.86K -79 -2%
BBWP
804
Beacon Bridge Wealth Partners
Pennsylvania
$268K -$48K -780 -15%
CPG
805
Cornerstone Planning Group
New Jersey
$268K -$391K -6,497 -59%
Deutsche Bank
806
Deutsche Bank
Germany
$265K – – –
CAMG
807
CWA Asset Management Group
Florida
$265K – – –
NIWA
808
New Insight Wealth Advisors
California
$262K +$262K +4,256 New
MLL
809
Moody Lynn & Lieberson
Massachusetts
$261K +$261K +4,244 New
TPA
810
Trivium Point Advisory
Connecticut
$260K -$16.3K -265 -6%
ATC
811
Argent Trust Co
Tennessee
$259K – – –
FA
812
FF Advisors
California
$259K -$49.2K -800 -16%
VCP
813
Verus Capital Partners
Arizona
$256K +$492 +8 +0.2%
SW
814
SMART Wealth
Nebraska
$255K -$42.8K -696 -14%
PGF
815
Plan Group Financial
Oklahoma
$254K -$79.9K -1,299 -24%
BFWM
816
Bright Futures Wealth Management
New York
$254K +$254K +3,956 New
FDS
817
Freedom Day Solutions
Texas
$253K – – –
APWA
818
Atlas Private Wealth Advisors
New Jersey
$253K -$603K -9,799 -70%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$253K +$17.6K +286 +7%
CIBC Private Wealth Group
820
CIBC Private Wealth Group
Georgia
$252K +$252K +4,107 New
SL
821
Sentinus LLC
Illinois
$251K +$251K +4,081 New
FFW
822
Fusion Family Wealth
New York
$248K +$62 +1 +0%
IPWA
823
International Private Wealth Advisors
California
$246K -$14.1M -229,339 -98%
RBC
824
Romano Brothers & Co
Illinois
$246K – – –
HNB
825
Huntington National Bank
Ohio
$245K -$112K – –
31 32
33
34 35