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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
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 %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$39.4M +$18.3M +297,037 +86%
GIA
102
Gladstone Institutional Advisory
Florida
$38.3M -$1.64M -26,679 -4%
SFA
103
Sequoia Financial Advisors
Ohio
$38.2M -$4.63M -75,256 -11%
AG
104
Ascent Group
Virginia
$38.2M +$1.56M +25,353 +4%
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$37.4M -$11.8M -191,858 -24%
MFG
106
Merit Financial Group
Georgia
$36.9M -$326K -5,417 -0.9%
WWG
107
West Wealth Group
California
$36.9M -$50.2M -815,229 -58%
ODFS
108
O'Donnell Financial Services
California
$36.5M +$36.2M +588,549 +13,307%
NRI
109
NFP Retirement Inc
California
$36.4M +$1.1M +17,892 +3%
CWM
110
Cahaba Wealth Management
Georgia
$36.1M -$521K -8,474 -1%
BFG
111
Buttonwood Financial Group
Missouri
$35.8M -$2M -32,458 -5%
KP
112
Keel Point
Alabama
$33.9M – – –
NSAM
113
North Star Asset Management
Wisconsin
$33.7M +$15.7M +254,791 +87%
PWM
114
Penobscot Wealth Management
Maine
$33.7M +$9.53M +154,857 +39%
MSWMA
115
Market Street Wealth Management Advisors
Indiana
$33.4M -$3.15M -51,167 -9%
CWM
116
Cornerstone Wealth Management
Missouri
$33.3M +$92.5K +1,504 +0.3%
CWG
117
Crown Wealth Group
North Carolina
$33.2M -$252K -4,091 -0.8%
NA
118
Nottingham Advisors
New York
$33.1M -$556K -9,044 -2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$33M +$11.6M +189,000 +54%
LEFP
120
Leading Edge Financial Planning
Tennessee
$33M +$3.03M +49,213 +10%
MGIA
121
Moneta Group Investment Advisors
Missouri
$32.5M -$1.72M -27,889 -5%
PS
122
Principal Securities
Iowa
$32.5M +$4.27M +69,348 +15%
VPP
123
Vertex Planning Partners
Illinois
$32.4M -$3.98M -64,672 -11%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$31.9M +$1.26M +20,517 +4%
LNC
125
Lincoln National Corp
Pennsylvania
$31.1M +$6.02M +97,909 +24%
3 4
5
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