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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 %
EW
1026
Element Wealth
Mississippi
$4.16K 65 – –
CSWM
1027
Cassady Schiller Wealth Management
Ohio
$4.16K 65 – –
BBHC
1028
Brown Brothers Harriman & Co
New York
$3.58K 56 +56 New
AIP
1029
Ameritas Investment Partners
Nebraska
$2.75K 43 – –
BL
1030
BFSG LLC
California
$2.56K 40 – –
BEI
1031
Benjamin Edwards Inc
Missouri
$2K 31 +31 New
AW
1032
Avion Wealth
Texas
$2K 46 +46 New
GEA
1033
Glen Eagle Advisors
New Jersey
$1.92K 30 – –
DCM
1034
Davis Capital Management
Florida
$1.35K 21 – –
CAM
1035
Creekmur Asset Management
Illinois
$1.34K 21 +5 +31%
BCWM
1036
Bartlett & Co Wealth Management
Ohio
$1.28K 20 +20 New
NCM
1037
Narwhal Capital Management
Georgia
$896 14 +14 New
MCM
1038
Manchester Capital Management
Vermont
$647 10 – –
OIA
1039
Optimum Investment Advisors
Illinois
$640 10 – –
VCM
1040
Versant Capital Management
Arizona
$595 9 – –
HR
1041
Howe & Rusling
New York
$514 8 +8 New
PGAM
1042
Princeton Global Asset Management
New Jersey
$384 6 – –
MA
1043
Montag & Associates
Georgia
$384 6 +6 New
AFG
1044
Albion Financial Group
Utah
$320 5 +5 New
HWA
1045
HHM Wealth Advisors
Tennessee
$192 3 +2 +200%
RAM
1046
Riggs Asset Management
Pennsylvania
$192 3 +3 New
WIA
1047
Wetzel Investment Advisors
Indiana
$123 2 – –
YAL
1048
Your Advocates Ltd
Texas
$64 1 – –
GIA
1049
GHP Investment Advisors
Colorado
$64 1 +1 New
MB
1050
Mizuho Bank
Japan
– – -5,100,000 Closed
40 41
42
43 44