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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 %
EK
926
Evensky & Katz
Florida
$27K +$27K +441 New
PWMG
927
Prestige Wealth Management Group
New Jersey
$26.4K -$26.2K -425 -50%
RS
928
Rakuten Securities
Japan
$25.1K -$13.9K -226 -36%
SIC
929
SJS Investment Consulting
Ohio
$24.6K +$24.6K +399 New
TFA
930
Toth Financial Advisory
Virginia
$24.2K – – –
Amundi
931
Amundi
France
$23.3K – – –
RWM
932
Ruedi Wealth Management
Illinois
$20.9K +$20.9K +340 New
HFS
933
Horizon Financial Services
North Carolina
$19.8K -$850K -13,819 -98%
BCA
934
Bray Capital Advisors
Florida
$17.8K +$1.85K +30 +12%
SIC
935
Salem Investment Counselors
North Carolina
$17.2K +$17.2K +279 New
TAM
936
Tucker Asset Management
Colorado
$16.4K -$1.29K -21 -7%
APW
937
Atlantic Private Wealth
North Carolina
$16.2K +$62 +1 +0.4%
CFO
938
CVA Family Office
Colorado
$14.3K +$14.3K +233 New
PA
939
Parallel Advisors
California
$12.7K -$1.54K -25 -11%
HB
940
Horizon Bancorp
Indiana
$12K – – –
CCA
941
Criterion Capital Advisors
Tennessee
$11.5K -$11.4K -185 -50%
VWWMG
942
Vermillion & White Wealth Management Group
Pennsylvania
$11.2K – – –
OC
943
Oakworth Capital
Alabama
$10.6K +$7.32K +119 +225%
AWM
944
AllSquare Wealth Management
New York
$9.85K – – –
GWSG
945
GPS Wealth Strategies Group
Colorado
$9.35K -$5.41K -88 -37%
HFS
946
Hantz Financial Services
Michigan
$9K +$9K +152 New
EWM
947
EPG Wealth Management
Georgia
$8.68K – – –
BHWM
948
Bay Harbor Wealth Management
Maryland
$7.69K -$2.71K -44 -26%
PCA
949
Providence Capital Advisors
North Carolina
$7.69K – – –
PCM
950
Penserra Capital Management
California
$7K +$7K +126 New
36 37
38
39 40