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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 %
CA
901
Centerpoint Advisors
Massachusetts
$69K +$69K +1,119 New
MHR
902
Matthew Hamilton Rosenberg
$65.5K -$3.01K -49 -4%
TSWM
903
Tyler-Stone Wealth Management
Ohio
$64.6K +$62 +1 +0.1%
CTA
904
Colonial Trust Advisors
South Carolina
$60.9K +$60.9K +990 New
WAS
905
Winch Advisory Services
Wisconsin
$58.3K +$185 +3 +0.3%
ST
906
Smithfield Trust
Pennsylvania
$57K – – –
SL
907
Salomon & Ludwin
Virginia
$56.9K – – –
BA
908
Ballast Advisors
Minnesota
$54.4K – – –
AAP
909
Arax Advisory Partners
Colorado
$49.7K +$46.6K +758 +1,516%
S
910
Sachetta
Massachusetts
$49.6K – – –
CPA
911
Cardiff Park Advisors
California
$48.6K – – –
NB
912
NBT Bank
New York
$47.7K +$47.7K +775 New
CSC
913
Caldwell Sutter Capital
California
$46K – – –
LF
914
LifeSteps Financial
California
$43.7K +$43.7K +711 New
CWC
915
Carolinas Wealth Consulting
North Carolina
$43.2K +$17K +277 +65%
BCMLT
916
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.2K +$615 +10 +2%
ETS
917
ESL Trust Services
New York
$39.6K +$39.6K +643 New
HIA
918
Harbor Investment Advisory
Maryland
$39.4K +$17.1K +278 +77%
VWM
919
Venturi Wealth Management
Texas
$38.1K – – –
CT
920
Colonial Trust
South Carolina
$35.7K -$33.1K -538 -48%
CCM
921
Chilton Capital Management
Texas
$34.6K – – –
WWM
922
Wolff Wiese Magana
California
$34.6K – – –
Barclays
923
Barclays
United Kingdom
$31K – – –
ACA
924
Atlas Capital Advisors
Wyoming
$30.8K – – –
GJIA
925
Glass Jacobson Investment Advisors
Maryland
$28.9K +$16.6K +270 +136%
35 36
37
38 39