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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 %
NC
851
Napatree Capital
Rhode Island
$208K +$208K +3,523 New
PG
852
Patten Group
Tennessee
$207K +$207K +3,370 New
TWC
853
TD Waterhouse Canada
Ontario, Canada
$207K +$207K +2,503 New
CWG
854
Cornerstone Wealth Group
North Carolina
$205K +$205K +3,335 New
SWM
855
SeaCrest Wealth Management
New York
$204K +$204K +3,322 New
LW
856
Linscomb Wealth
Texas
$204K +$204K +3,318 New
CSIA
857
Charles Schwab Investment Advisory
California
$204K -$72.6K -1,180 -26%
TIAA Trust, National Association
858
TIAA Trust, National Association
North Carolina
$203K +$203K +3,307 New
MLRA
859
Main Line Retirement Advisors
Montana
$203K -$114K -1,850 -36%
MWPCG
860
Measured Wealth Private Client Group
New Hampshire
$203K +$203K +3,295 New
WA
861
Wealth Alliance
New York
$202K -$65.2K -1,059 -24%
VAG
862
VisionPoint Advisory Group
Texas
$198K +$78.1K +1,269 +65%
SMA
863
Sage Mountain Advisors
Georgia
$192K +$192K +3,120 New
PB
864
Pinnacle Bancorp
Nebraska
$191K – – –
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$190K +$17.8K +290 +10%
AIM
866
Arcadia Investment Management
Michigan
$188K -$16.9K -275 -8%
EWA
867
EP Wealth Advisors
California
$185K +$185K +3,004 New
TCG
868
Transcendent Capital Group
Oklahoma
$184K +$184K +2,995 New
MG
869
Mather Group
Illinois
$176K -$80.2K -1,435 -31%
NP
870
NorthRock Partners
Minnesota
$172K +$172K +2,793 New
Franklin Resources
871
Franklin Resources
California
$167K – – –
PWM
872
Provident Wealth Management
Tennessee
$166K – – –
BIM
873
Breakwater Investment Management
Washington
$164K +$164K +2,672 New
CP
874
Castleview Partners
Texas
$159K +$19.3K +314 +14%
IPW
875
Impact Partnership Wealth
Georgia
$154K -$73.8K -1,200 -32%
33 34
35
36 37