SPLG icon

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 %
SWM
926
SeaCrest Wealth Management
New York
$205K 3,196 -126 -4%
SEP
927
Southland Equity Partners
Missouri
$203K 3,168 +3,168 New
DCM
928
DGS Capital Management
New Jersey
$202K 3,152 +3,152 New
PB
929
Pinnacle Bancorp
Nebraska
$199K 3,109 – –
TCG
930
Transcendent Capital Group
Oklahoma
$196K 3,061 +66 +2%
MRCM
931
M&R Capital Management
New Jersey
$194K 3,032 +949 +46%
IGWM
932
ICA Group Wealth Management
Colorado
$183K 2,855 -11,280 -80%
M
933
MOTCO
Texas
$182K 2,849 +2,849 New
NP
934
NorthRock Partners
Minnesota
$178K 2,783 -10 -0.4%
PWM
935
Provident Wealth Management
Tennessee
$172K 2,691 – –
BIM
936
Breakwater Investment Management
Washington
$171K 2,672 – –
PFM
937
Phillips Financial Management
Indiana
$170K 2,656 +631 +31%
SMA
938
Sage Mountain Advisors
Georgia
$169K 2,633 -487 -16%
CP
939
Castleview Partners
Texas
$164K 2,558 -20 -0.8%
AIM
940
Arcadia Investment Management
Michigan
$163K 2,550 -500 -16%
TWC
941
TD Waterhouse Canada
Ontario, Canada
$161K 2,503 – –
PWM
942
Partnership Wealth Management
Maryland
$160K 2,500 +2,500 New
TFF
943
The Family Firm
Maryland
$151K 2,365 +2,365 New
GT
944
Glenmede Trust
Pennsylvania
$151K 2,352 +437 +23%
NFSG
945
Newbridge Financial Services Group
Florida
$150K 2,350 +479 +26%
WFS
946
Widmann Financial Services
Maryland
$150K 2,346 +2,346 New
CPG
947
Cornerstone Planning Group
New Jersey
$148K 2,432 -2,027 -45%
GWS
948
Glassman Wealth Services
Virginia
$141K 2,207 – –
WCM
949
Winthrop Capital Management
Indiana
$139K 2,172 -196 -8%
HWP
950
Highline Wealth Partners
California
$136K 2,122 – –
36 37
38
39 40