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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 %
WCM
876
Winthrop Capital Management
Indiana
$146K – – –
S
877
SignatureFD
Georgia
$137K +$12.7K +207 +10%
GWS
878
Glassman Wealth Services
Virginia
$136K – – –
HGERS
879
Householder Group Estate & Retirement Specialist
Arizona
$135K +$132K +2,140 +4,280%
HWP
880
Highline Wealth Partners
California
$131K – – –
MRCM
881
M&R Capital Management
New Jersey
$128K +$18.4K +299 +17%
PFM
882
Phillips Financial Management
Indiana
$125K – – –
ITIM
883
Indiana Trust & Investment Management
Indiana
$123K – – –
GT
884
Glenmede Trust
Pennsylvania
$118K – – –
NFSG
885
Newbridge Financial Services Group
Florida
$115K +$1.6K +26 +1%
DI
886
DAGCO Inc
Ohio
$115K +$115K +1,865 New
FCG
887
Financial Connections Group
California
$112K -$990 -16 -0.9%
PP
888
PrairieView Partners
Minnesota
$112K +$112K +1,812 New
Simplex Trading
889
Simplex Trading
Illinois
$110K -$263K -4,283 -70%
CA
890
Clearstead Advisors
Ohio
$107K +$368 +6 +0.3%
GWM
891
Grand Wealth Management
Michigan
$106K – – –
SIS
892
Sound Income Strategies
Florida
$105K +$61K +991 +139%
KFS
893
Kelly Financial Services
Massachusetts
$103K -$29.9K -486 -22%
SAM
894
Smartleaf Asset Management
Massachusetts
$102K +$55.4K +900 +118%
WCAMG
895
Woodard & Company Asset Management Group
North Carolina
$99.1K -$11.6K -188 -10%
BFEC
896
Benjamin F. Edwards & Company
Missouri
$81K +$15.4K +251 +24%
FMII
897
Farmers & Merchants Investments Inc
Nebraska
$80K – – –
RIA
898
Realta Investment Advisors
Delaware
$76K +$76K +1,235 New
PAG
899
Paladin Advisory Group
Iowa
$74.7K +$7.43K +121 +11%
AA
900
Ancora Advisors
Ohio
$69.1K +$42.4K +689 +159%
34 35
36
37 38