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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 Holding Trade Value Shares
Change 		Shares
Change %
HSWS
1001
Higgins & Schmidt Wealth Strategies
Colorado
– -$212K -3,785 Closed
IP
1002
Ignite Planners
California
– -$203K -3,644 Closed
Wealthfront Advisers
1003
Wealthfront Advisers
California
– -$203K -3,632 Closed
FTA
1004
Financial & Tax Architects
Missouri
– -$203K -3,631 Closed
ACA
1005
Aspire Capital Advisors
Washington
– -$200K -3,581 Closed
AFS
1006
Annapolis Financial Services
Maryland
– -$144K -2,579 Closed
AWM
1007
Able Wealth Management
New Jersey
– -$137K -2,453 Closed
MFA
1008
McClarren Financial Advisors
Pennsylvania
– -$80K -1,440 Closed
OP
1009
ORG Partners
Indiana
– -$62.2K -1,112 Closed
DAC
1010
Dividend Assets Capital
South Carolina
– -$39K -704 Closed
FWM
1011
Focused Wealth Management
New York
– -$27.7K -496 Closed
AIMA
1012
Ables Iannone Moore & Associates
Georgia
– -$22K -394 Closed
IHWM
1013
Iron Horse Wealth Management
Iowa
– -$18.3K -327 Closed
BWP
1014
Baldwin Wealth Partners
Massachusetts
– -$14.8K -265 Closed
FWP
1015
FAS Wealth Partners
Kansas
– -$14.3K -256 Closed
HWM
1016
HighMark Wealth Management
Minnesota
– -$13.5K -241 Closed
DF
1017
Dunhill Financial
United Kingdom
– -$10.3K -184 Closed
SC
1018
SouthState Corp
Florida
– -$2.85K -51 Closed
NC
1019
NewSquare Capital
Pennsylvania
– -$2.18K -39 Closed
37 38 39 40
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