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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 %
FDS
876
Freedom Day Solutions
Texas
$264K 4,118 – –
VCP
877
Verus Capital Partners
Arizona
$263K 4,107 -48 -1%
SL
878
Sentinus LLC
Illinois
$261K 4,081 – –
BWP
879
Bernardo Wealth Planning
Pennsylvania
$260K 4,058 +497 +14%
CPWA
880
Cerro Pacific Wealth Advisors
California
$259K 4,049 +4,049 New
FFW
881
Fusion Family Wealth
New York
$257K 4,023 – –
AFG
882
AFS Financial Group
Maryland
$256K 4,007 -2,310 -37%
RBC
883
Romano Brothers & Co
Illinois
$256K 4,000 – –
GCP
884
GSA Capital Partners
United Kingdom
$256K 4,005 +4,005 New
CIBC Private Wealth Group
885
CIBC Private Wealth Group
Georgia
$256K 3,917 -190 -5%
XWM
886
Xcel Wealth Management
Florida
$254K 3,967 – –
SG
887
StoneX Group
New York
$253K 3,952 +3,952 New
HAC
888
Harbor Advisory Corp
New Hampshire
$252K 3,936 – –
BFWM
889
Bright Futures Wealth Management
New York
$252K 4,012 +56 +1%
SSB
890
Sandy Spring Bank
Maryland
$250K 3,904 -35 -0.9%
JWA
891
JFS Wealth Advisors
Pennsylvania
$248K 3,880 +7 +0.2%
NRC
892
New Republic Capital
North Carolina
$248K 3,873 -662 -15%
PG
893
Patten Group
Tennessee
$245K 3,829 +459 +14%
PWM
894
Prosperity Wealth Management
California
$244K 3,808 – –
GC
895
Grimes & Company
Massachusetts
$244K 3,808 +3,808 New
MAS
896
Meeder Advisory Services
Ohio
$243K 3,796 +3,796 New
MWA
897
Meridian Wealth Advisors
Texas
$241K 3,773 +3,773 New
Lido Advisors
898
Lido Advisors
California
$241K 3,761 -1,572 -29%
BWM
899
BCGM Wealth Management
Indiana
$239K 3,735 +32 +0.9%
ACM
900
Advisors Capital Management
New Jersey
$239K 3,729 +3,729 New
34 35
36
37 38