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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 %
APW
1001
Atlantic Private Wealth
North Carolina
$17K 265 +1 +0.4%
CCM
1002
Chilton Capital Management
Texas
$16.8K 262 -301 -53%
PA
1003
Parallel Advisors
California
$16K 250 +43 +21%
FIA
1004
FPC Investment Advisory
California
$13.8K 210 +210 New
KA
1005
Kozak & Associates
Colorado
$12.6K 195 +195 New
CFO
1006
CVA Family Office
Colorado
$12.2K 190 -43 -18%
EK
1007
Evensky & Katz
Florida
$12K 185 -256 -58%
VWWMG
1008
Vermillion & White Wealth Management Group
Pennsylvania
$11.6K 182 +1 +0.6%
AWM
1009
AllSquare Wealth Management
New York
$10.2K 160 – –
SIC
1010
SJS Investment Consulting
Ohio
$9.79K 153 -246 -62%
NRG
1011
Nemes Rush Group
Michigan
$9.6K 150 +105 +233%
IWMA
1012
Ironwood Wealth Management (Arizona)
Arizona
$9.28K 145 +145 New
EWM
1013
EPG Wealth Management
Georgia
– – -141 Closed
CIAS
1014
CBIZ Investment Advisory Services
Ohio
$8.96K 140 +140 New
SC
1015
SouthState Corp
Florida
$8.9K 139 +139 New
AFWM
1016
Abich Financial Wealth Management
Virginia
$8.7K 136 +136 New
GWSG
1017
GPS Wealth Strategies Group
Colorado
$8.54K 133 -19 -13%
PPA
1018
Painted Porch Advisors
California
$8.06K 126 +126 New
PCM
1019
Penserra Capital Management
California
$8K 123 -3 -2%
PCA
1020
Providence Capital Advisors
North Carolina
$8K 125 – –
BHWM
1021
Bay Harbor Wealth Management
Maryland
$7.1K 111 -14 -11%
HB
1022
Horizon Bancorp
Indiana
$7K 110 -86 -44%
FCA
1023
FinTrust Capital Advisors
South Carolina
$4.99K 78 – –
HGA
1024
Hobbs Group Advisors
South Carolina
$4.54K 71 +71 New
MWA
1025
MFA Wealth Advisors
Pennsylvania
$4.35K 68 +68 New
39 40
41
42 43