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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.

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
1
Betterment LLC
New York
$2.07B
2
ACM
2
Advance Capital Management
Michigan
$810M
3
MB
3
Mizuho Bank
Japan
$314M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
5
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
AWM
2
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$635M
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$56.8M 923,036 -69,385 -7%
ACG
77
Allen Capital Group
Nebraska
$56.5M 917,934 +32,322 +4%
NPI
78
New Perspectives Inc
Mississippi
$54.4M 883,458 +883,458 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$54.2M 880,771 -292,463 -25%
ODG
80
O'Dell Group
Ohio
$51.9M 843,503 -12,591 -1%
BFA
81
Brown Financial Advisory
Alabama
$51.6M 838,510 +4,777 +0.6%
IWM
82
IHT Wealth Management
Illinois
$50.9M 826,732 -82,849 -9%
PWA
83
Physician Wealth Advisors
Utah
$50.7M 855,793 -187,913 -18%
WANY
84
Wealthspire Advisors (New York)
New York
$50M 813,255 -21,344 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$49.5M 805,203 +80,721 +11%
PWG
86
Private Wealth Group
Florida
$47.8M 776,750 +15,474 +2%
DCM
87
Davidson Capital Management
Texas
$47.5M 772,513 +5,464 +0.7%
AI
88
Auour Investments
Massachusetts
$46.5M 756,511 +9,423 +1%
UBS Group
89
UBS Group
Switzerland
$46M 748,108 +53,443 +8%
IWP
90
IAG Wealth Partners
Wisconsin
$45.4M 738,057 +4,118 +0.6%
PAS
91
Park Avenue Securities
New York
$44.2M 718,958 +12,741 +2%
DAS
92
Dynamic Advisor Solutions
Arizona
$44.1M 716,118 -8,322 -1%
FFWA
93
Forthright Family Wealth Advisory
Texas
$43.6M 708,568 +32,441 +5%
PWH
94
Priebe Wealth Holdings
Minnesota
$43.5M 707,586 +17,746 +3%
DWM
95
Denver Wealth Management
Colorado
$43.5M 706,834 +260,679 +58%
FEG
96
Financial Enhancement Group
Indiana
$42.5M 707,399 +10,239 +1%
CCFM
97
Clear Creek Financial Management
Washington
$42M 681,913 -89,194 -12%
CWM
98
CCG Wealth Management
California
$41.2M 670,043 -12,641 -2%
DLIC
99
Daido Life Insurance Company
Japan
$41.2M 669,441 – –
SCA
100
Snowden Capital Advisors
New York
$39.9M 647,894 +12,462 +2%
2 3
4
5 6