SPLG icon

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 %
CT
951
Cambridge Trust
Massachusetts
$5.97K – – –
FCA
952
FinTrust Capital Advisors
South Carolina
$4.8K – – –
SS
953
Sunbelt Securities
Texas
$4.25K +$4.25K +69 New
EW
954
Element Wealth
Mississippi
$4K – – –
CSWM
955
Cassady Schiller Wealth Management
Ohio
$4K – – –
JFGIW
956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.45K +$3.45K +56 New
NRG
957
Nemes Rush Group
Michigan
$2.77K – – –
AIP
958
Ameritas Investment Partners
Nebraska
$2.65K – – –
BL
959
BFSG LLC
California
$2.46K +$2.46K +40 New
GEA
960
Glen Eagle Advisors
New Jersey
$1.85K -$1.72K -28 -48%
DCM
961
Davis Capital Management
Florida
$1.29K – – –
CAM
962
Creekmur Asset Management
Illinois
$984 -$45.6K -741 -98%
SWM
963
Sanctuary Wealth Management
Idaho
$984 – – –
FFA
964
Frazier Financial Advisors
Ohio
$746 +$746 +12 New
MCM
965
Manchester Capital Management
Vermont
$621 – – –
AWM
966
Atticus Wealth Management
Florida
$618 +$618 +10 New
OIA
967
Optimum Investment Advisors
Illinois
$615 – – –
VCM
968
Versant Capital Management
Arizona
$570 – – –
PGAM
969
Princeton Global Asset Management
New Jersey
$369 – – –
WIA
970
Wetzel Investment Advisors
Indiana
$118 – – –
YAL
971
Your Advocates Ltd
Texas
$62 – – –
HWA
972
HHM Wealth Advisors
Tennessee
$62 +$62 +1 New
LAS
973
Lloyd Advisory Services
Georgia
– -$27.7M -496,212 Closed
JF
974
Jump Financial
Illinois
– -$18.4M -328,605 Closed
BOSSRA
975
B.O.S.S. Retirement Advisors
Utah
– -$15.8M -282,547 Closed
37 38
39
40 41