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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,047 hedge funds and large institutions have $27.1B invested in SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 470 increasing their positions, 349 reducing their positions, and 39 closing their positions.

Holders
1,047
Holders Change
+77
Holders Change %
+7.94%
% of All Funds
15.23%
Holding in Top 10
221
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.92%
% of All Funds
3.22%
New
126
Increased
470
Reduced
349
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$2.73B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$346M
3
SLI
3
Sumitomo Life Insurance
Japan
$309M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$602M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
SMM
2
Stadion Money Management
Georgia
$299M
3
SWM
3
SigFig Wealth Management
California
$31.5M
4
SAG
4
SageView Advisory Group
California
$280K
5
AssetMark Inc
5
AssetMark Inc
California
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
801
Old Mission Capital
Illinois
$410K 6,400 +6,400 New
RZH
802
Relyea Zuckerberg Hanson
Connecticut
$409K 6,396 +22 +0.3%
LWM
803
LongView Wealth Management
Georgia
$409K 6,384 +1,210 +23%
AAS
804
Asset Allocation Strategies
Michigan
$408K 6,381 +6,381 New
FFA
805
Founders Financial Alliance
North Carolina
$405K 6,332 +37 +0.6%
TRIA
806
Trail Ridge Investment Advisors
Colorado
$391K 6,108 +2,294 +60%
TCOTS
807
Trust Company of the South
North Carolina
$389K 6,079 – –
EAM
808
Evanson Asset Management
California
$386K 6,034 +302 +5%
BC
809
Brio Consultants
California
$384K 5,998 +4 +0.1%
SAM
810
Sequent Asset Management
Texas
$382K 5,966 +5,966 New
CM
811
Churchill Management
California
$378K 5,910 +1,240 +27%
BFG
812
Berger Financial Group
Minnesota
$378K 5,900 +2,274 +63%
WBCM
813
Wilson & Boucher Capital Management
California
$378K 5,900 – –
SAM
814
Smartleaf Asset Management
Massachusetts
$376K 5,856 +4,191 +252%
QCM
815
QRG Capital Management
Illinois
$376K 5,868 +619 +12%
TAM
816
Titleist Asset Management
Texas
$375K 5,855 +1,001 +21%
3AM
817
3EDGE Asset Management
Florida
$373K 5,831 +2,323 +66%
WIM
818
Westside Investment Management
California
$371K 5,803 +1,167 +25%
TIAA Trust, National Association
819
TIAA Trust, National Association
North Carolina
$368K 5,751 +2,444 +74%
CRI
820
Colonial River Investments
Virginia
$363K 5,672 +650 +13%
FC
821
Forte Capital
New York
$363K 5,671 -478 -8%
EMAM
822
Encompass More Asset Management
California
$358K 5,588 +895 +19%
TFA
823
TPG Financial Advisors
Oregon
$357K 5,575 +5,575 New
CFG
824
Citizens Financial Group
Rhode Island
$354K 5,532 +5,532 New
AFO
825
Arrowroot Family Office
California
$353K 5,520 -4 -0.1%
31 32
33
34 35