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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 %
AWE
76
Avidian Wealth Enterprises
Texas
$60.1M 939,765 -108,021 -10%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$59.7M 932,811 +52,040 +6%
ACG
78
Allen Capital Group
Nebraska
$59.5M 929,619 +11,685 +1%
OWA
79
One Wealth Advisors
California
$59M 941,611 -84,066 -8%
HGWM
80
Horst & Graben Wealth Management
Oregon
$58.8M 917,972 -221,265 -19%
UBS Group
81
UBS Group
Switzerland
$58.4M 912,293 +164,185 +22%
NPI
82
New Perspectives Inc
Mississippi
$56.6M 884,297 +839 +0.1%
BFA
83
Brown Financial Advisory
Alabama
$55.3M 863,837 +25,327 +3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$54.5M 851,152 +45,949 +6%
SGWM
85
Sterling Group Wealth Management
California
$52.6M 821,360 +821,360 New
IWM
86
IHT Wealth Management
Illinois
$52M 813,211 -13,521 -2%
ODG
87
O'Dell Group
Ohio
$51.9M 843,503 – –
WANY
88
Wealthspire Advisors (New York)
New York
$51.9M 810,236 -3,019 -0.4%
PWA
89
Physician Wealth Advisors
Utah
$50.6M 761,004 -94,789 -11%
CCFM
90
Clear Creek Financial Management
Washington
$50.6M 789,921 +108,008 +16%
State Street
91
State Street
Massachusetts
$50.1M 782,809 -367,891 -32%
AI
92
Auour Investments
Massachusetts
$49.2M 768,692 +12,181 +2%
GVAG
93
Great Valley Advisor Group
Delaware
$48.6M 759,943 -316,183 -29%
DAS
94
Dynamic Advisor Solutions
Arizona
$48.4M 756,463 +40,345 +6%
PWG
95
Private Wealth Group
Florida
$48.1M 751,472 -25,278 -3%
PAS
96
Park Avenue Securities
New York
$47.1M 735,220 +16,262 +2%
DCM
97
Davidson Capital Management
Texas
$46.3M 723,466 -49,047 -6%
IWP
98
IAG Wealth Partners
Wisconsin
$46.1M 720,766 -17,291 -2%
KV
99
Kickstand Ventures
New York
$46.1M 720,590 +370,106 +106%
DWM
100
Denver Wealth Management
Colorado
$46M 718,574 +11,740 +2%
2 3
4
5 6