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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 %
AF
901
Affiance Financial
Minnesota
$237K 3,702 – –
CA
902
Claris Advisors
Missouri
$237K 3,701 -1,207 -25%
S
903
SignatureFD
Georgia
$236K 3,689 +1,466 +66%
SW
904
SMART Wealth
Nebraska
$236K 3,687 -464 -11%
VPWA
905
Vestia Personal Wealth Advisors
Indiana
$235K 3,664 +3,664 New
BBWP
906
Beacon Bridge Wealth Partners
Pennsylvania
$233K 3,646 -717 -16%
CHA
907
Carmichael Hill & Associates
Maryland
$231K 3,604 +159 +5%
LWA
908
Lantern Wealth Advisors
New York
$230K 3,589 +3,589 New
MSFS
909
Main Street Financial Solutions
Pennsylvania
$229K 3,571 +3,571 New
FFG
910
Frisch Financial Group
New York
$228K 3,558 +11 +0.3%
WA
911
Wealth Alliance
New York
$228K 3,556 +274 +8%
Invesco
912
Invesco
Georgia
$227K 3,542 -347 -9%
RIA
913
Regal Investment Advisors
Michigan
$226K 3,531 -2,973 -46%
NC
914
Napatree Capital
Rhode Island
$225K 3,523 – –
IAIM
915
International Assets Investment Management
Florida
$224K 3,504 +3,504 New
SW
916
SlateStone Wealth
Florida
$224K 3,496 – –
CIBC World Market
917
CIBC World Market
Ontario, Canada
$224K 3,503 +16 +0.5%
OCM
918
Orion Capital Management
California
$223K 3,491 -13 -0.4%
GIA
919
Guyasuta Investment Advisors
Pennsylvania
$222K 3,976 – –
CAC
920
Certified Advisory Corp
Florida
$222K 3,465 +3,465 New
MAWAG
921
Mid-American Wealth Advisory Group
Missouri
$222K 3,463 +3,463 New
LW
922
Linscomb Wealth
Texas
$212K 3,318 – –
SWIG
923
Strategic Wealth Investment Group
Kentucky
$212K 3,308 +3,308 New
MLRA
924
Main Line Retirement Advisors
Montana
$212K 3,310 +11 +0.3%
MBI
925
May Barnhard Investments
Maryland
$206K 3,226 +3,226 New
35 36
37
38 39