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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 %
SA
101
Sanctuary Advisors
Indiana
$45.7M 764,118 +764,118 New
ODFS
102
O'Donnell Financial Services
California
$45.3M 707,615 +114,643 +19%
FEG
103
Financial Enhancement Group
Indiana
$44.5M 697,474 -9,925 -1%
FFWA
104
Forthright Family Wealth Advisory
Texas
$44.5M 694,925 -13,643 -2%
AG
105
Ascent Group
Virginia
$43.9M 685,328 +64,388 +10%
DLIC
106
Daido Life Insurance Company
Japan
$42.8M 669,441 – –
ES
107
Eagle Strategies
New York
$42.6M 665,494 +656,745 +7,507%
CWM
108
CCG Wealth Management
California
$42.1M 658,159 -11,884 -2%
SCA
109
Snowden Capital Advisors
New York
$41.7M 652,031 +4,137 +0.6%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$41.6M 649,484 +130,513 +25%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$41.3M 645,264 +4,544 +0.7%
GIA
112
Gladstone Institutional Advisory
Florida
$40.8M 636,915 +15,042 +2%
PWH
113
Priebe Wealth Holdings
Minnesota
$40.7M 636,106 -71,480 -10%
PS
114
Principal Securities
Iowa
$40.5M 632,447 +104,253 +20%
HI
115
Harbour Investments
Wisconsin
$39.6M 618,367 +192,698 +45%
SFA
116
Sequoia Financial Advisors
Ohio
$39.5M 617,226 -4,398 -0.7%
MFG
117
Merit Financial Group
Georgia
$39.4M 616,261 +2,654 +0.4%
NSAM
118
North Star Asset Management
Wisconsin
$39.1M 611,145 +63,237 +12%
AP
119
Americana Partners
Texas
$39M 609,073 +333,664 +121%
CWM
120
Cahaba Wealth Management
Georgia
$38.2M 596,181 +10,087 +2%
PWM
121
Penobscot Wealth Management
Maine
$37.9M 580,879 +33,632 +6%
MW
122
Maia Wealth
Colorado
$37.8M 572,625 +572,625 New
RA
123
RFG Advisory
Alabama
$37.6M 587,569 +170,272 +41%
LEFP
124
Leading Edge Financial Planning
Tennessee
$37.1M 580,218 +43,543 +8%
NRI
125
NFP Retirement Inc
California
$36.1M 564,423 -26,793 -5%
3 4
5
6 7