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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 %
DWM
826
Defined Wealth Management
Oregon
$352K 5,498 +179 +3%
MWM
827
MY Wealth Management
Maryland
$349K 5,448 – –
IIC
828
Integrated Investment Consultants
Michigan
$347K 5,640 – –
NG
829
Northstar Group
New York
$346K 5,400 – –
DI
830
Diligent Investors
California
$344K 5,370 – –
MIM
831
Macroview Investment Management
Maryland
$343K 5,357 -408 -7%
AA
832
Apriem Advisors
California
$337K 5,269 -345 -6%
CAM
833
Concorde Asset Management
Michigan
$334K 5,219 +5,219 New
RFP
834
Root Financial Partners
California
$333K 5,202 +104 +2%
HKIMG
835
Hutchens & Kramer Investment Management Group
Indiana
$332K 5,180 +5,180 New
HR
836
Hardy Reed
Mississippi
$331K 5,177 – –
EIA
837
Edgemoor Investment Advisors
Maryland
$328K 5,129 – –
SW
838
SVB Wealth
Massachusetts
$328K 5,128 – –
CWG
839
Cornerstone Wealth Group
North Carolina
$326K 5,090 +1,755 +53%
SPI
840
Santori & Peters Inc
Pennsylvania
$319K 4,984 -80 -2%
RFP
841
RCS Financial Planning
Maryland
$318K 4,976 +4,976 New
PCS
842
Private Client Services
Kentucky
$318K 4,968 +13 +0.3%
CFGS
843
Concourse Financial Group Securities
Alabama
$317K 4,957 -109 -2%
IWA
844
Inspirion Wealth Advisors
Illinois
$317K 4,954 +3 +0.1%
HWA
845
Heartwood Wealth Advisors
Virginia
$312K 4,875 – –
TCMP
846
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K 4,869 +4,869 New
FB
847
Fulton Bank
Pennsylvania
$311K 4,858 +4,858 New
SGK
848
Steigerwald Gordon & Koch
Virginia
$307K 4,804 – –
AFA
849
American Financial Advisors
Georgia
$305K 4,771 +4,771 New
NWWA
850
New Wave Wealth Advisors
Arkansas
$304K 4,753 +4,753 New
32 33
34
35 36