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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 %
SGWM
976
Sterling Group Wealth Management
California
– -$8.99M -160,829 Closed
CG
977
Corundum Group
Colorado
– -$7.77M -139,024 Closed
LCWP
978
Legacy Capital Wealth Partners
Arkansas
– -$5.19M -92,902 Closed
Jane Street
979
Jane Street
New York
– -$4.6M -82,235 Closed
MWM
980
Meridian Wealth Management
Kentucky
– -$3.08M -55,121 Closed
ERIM
981
Eagle Ridge Investment Management
Connecticut
– -$2.39M -42,800 Closed
ACM
982
Absolute Capital Management
Pennsylvania
– -$2.34M -41,841 Closed
OFG
983
Oxford Financial Group
Indiana
– -$1.97M -35,226 Closed
BBA
984
Braun-Bostich & Associates
Pennsylvania
– -$1.41M -25,257 Closed
HI
985
HBK Investments
Texas
– -$767K -13,720 Closed
LC
986
Lavaca Capital
Texas
– -$521K -9,312 Closed
BWA
987
BCU Wealth Advisors
Illinois
– -$501K -8,961 Closed
WI
988
Wintrust Investments
Illinois
– -$459K -8,209 Closed
RFP
989
RCS Financial Planning
Maryland
– -$455K -8,132 Closed
CI
990
CX Institutional
Indiana
– -$433K -7,748 Closed
SAS
991
SMI Advisory Services
Indiana
– -$412K -7,349 Closed
CCM
992
Crabel Capital Management
California
– -$373K -6,665 Closed
NCM
993
NCM Capital Management
New Jersey
– -$354K -6,335 Closed
WWS
994
Wellington Wealth Strategies
Indiana
– -$339K -6,070 Closed
FA
995
Fiduciary Alliance
South Carolina
– -$295K -5,280 Closed
SRB
996
Shotwell Rutter Baer
Michigan
– -$271K -4,840 Closed
TCMP
997
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$253K -4,521 Closed
RIM
998
Rockbridge Investment Management
New York
– -$240K -4,302 Closed
WIM
999
WealthPlan Investment Management
Nebraska
– -$222K -3,971 Closed
GSWM
1000
Greenup Street Wealth Management
Michigan
– -$214K -3,824 Closed
37 38 39
40
41