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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
$810M
3
MB
Mizuho Bank
Japan
$314M
4
AWMS
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
AWM
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$635M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
XWM
826
Xcel Wealth Management
Florida
$244K +$244K +3,967 New
SSB
827
Sandy Spring Bank
Maryland
$242K +$19.3K +314 +9%
HAC
828
Harbor Advisory Corp
New Hampshire
$242K – – –
Invesco
829
Invesco
Georgia
$239K -$246 -4 -0.1%
JWA
830
JFS Wealth Advisors
Pennsylvania
$238K +$369 +6 +0.2%
CG
831
Clarus Group
Texas
$237K +$237K +3,854 New
TRIA
832
Trail Ridge Investment Advisors
Colorado
$235K +$235K +3,814 New
PWM
833
Prosperity Wealth Management
California
$234K +$234K +3,808 New
CFA
834
Cahill Financial Advisors
Minnesota
$234K +$234K +3,804 New
SF
835
SWP Financial
California
$232K -$86K -1,398 -27%
CJ
836
Caitlin John
Michigan
$229K +$1.42K +23 +0.6%
BWM
837
BCGM Wealth Management
Indiana
$228K +$6.09K +99 +3%
AF
838
Affiance Financial
Minnesota
$228K -$115K -1,870 -34%
FMI
839
F/M Investments
District of Columbia
$223K – – –
BFG
840
Berger Financial Group
Minnesota
$223K +$223K +3,626 New
GIA
841
Guyasuta Investment Advisors
Pennsylvania
$222K – – –
BWP
842
Bernardo Wealth Planning
Pennsylvania
$219K +$219K +3,561 New
FFG
843
Frisch Financial Group
New York
$218K +$218K +3,547 New
RWB
844
RMR Wealth Builders
New Jersey
$218K -$47.3K -769 -18%
DP
845
Denver PWM
Colorado
$217K +$217K +421 New
3AM
846
3EDGE Asset Management
Florida
$216K -$64.7K -1,051 -23%
OCM
847
Orion Capital Management
California
$216K +$62 +1 +0%
CIBC World Market
848
CIBC World Market
Ontario, Canada
$215K +$215K +3,487 New
SW
849
SlateStone Wealth
Florida
$215K +$215K +3,496 New
CHA
850
Carmichael Hill & Associates
Maryland
$212K +$5.6K +91 +3%
32 33
34
35 36