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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 %
FA
851
Fiducient Advisors
Illinois
$300K 4,690 – –
MG
852
Mather Group
Illinois
$300K 4,868 +1,728 +55%
W
853
Wealthquest
Ohio
$300K 4,680 +13 +0.3%
LSA
854
Lion Street Advisors
Texas
$297K 4,647 +4,647 New
DADC
855
D.A. Davidson & Co
Montana
$297K 4,639 -941 -17%
IA
856
Inspire Advisors
Idaho
$296K 4,628 +143 +3%
SWM
857
Silverlake Wealth Management
Vermont
$293K 4,582 -919 -17%
IPW
858
Impact Partnership Wealth
Georgia
$291K 4,552 +2,042 +81%
VAG
859
VisionPoint Advisory Group
Texas
$290K 4,524 +1,309 +41%
RIA
860
Realta Investment Advisors
Delaware
$286K 4,469 +3,234 +262%
SEI Investments
861
SEI Investments
Pennsylvania
$282K 4,412 -132 -3%
TA
862
TFB Advisors
Kansas
$282K 4,403 -881 -17%
SAG
863
SageView Advisory Group
California
$280K 4,377 -729,870 -99%
HGERS
864
Householder Group Estate & Retirement Specialist
Arizona
$277K 4,329 +2,139 +98%
CJ
865
Caitlin John
Michigan
$275K 4,301 +584 +16%
PGF
866
Plan Group Financial
Oklahoma
$274K 4,275 +141 +3%
OC
867
Oakworth Capital
Alabama
$274K 4,274 +4,102 +2,385%
SRB
868
Shotwell Rutter Baer
Michigan
$273K 4,183 +4,183 New
FGAM
869
Financial Gravity Asset Management
Texas
$272K 4,252 +4,252 New
ATC
870
Argent Trust Co
Tennessee
$269K 4,209 – –
FA
871
FF Advisors
California
$269K 4,208 – –
PA
872
Pineridge Advisors
Missouri
$268K 4,191 -221 -5%
PMG
873
ProVise Management Group
Florida
$268K 4,184 -237 -5%
TCWM
874
Total Clarity Wealth Management
Illinois
$266K 4,156 -322 -7%
SBIA
875
Sheaff Brock Investment Advisors
Indiana
$264K 4,131 +20 +0.5%
33 34
35
36 37