SPLG icon

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 Market Value Shares Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$30.2M 491,150 -15,812 -3%
US Bancorp
127
US Bancorp
Minnesota
$28.8M 468,244 +33,824 +8%
FHC
128
First Heartland Consultants
Missouri
$28.8M 467,940 +116,563 +33%
TWM
129
TSA Wealth Management
Texas
$27.7M 450,810 -93,529 -17%
C1AG
130
Client 1st Advisory Group
Florida
$27.6M 448,094 -14,312 -3%
GAG
131
Goodman Advisory Group
Massachusetts
$27.5M 446,209 +10,143 +2%
SWM
132
Sugarloaf Wealth Management
Georgia
$26.9M 437,305 +90,786 +26%
WCFA
133
Walkner Condon Financial Advisors
Wisconsin
$26.8M 435,734 +155,924 +56%
AF
134
Advisornet Financial
Minnesota
$26.4M 429,339 +104,979 +32%
Allianz Asset Management
135
Allianz Asset Management
Germany
$26.3M 427,062 +125,735 +42%
HI
136
Harbour Investments
Wisconsin
$26.2M 425,669 +9,676 +2%
SFP
137
Strategic Financial Partners
Oregon
$25.9M 420,764 +47,097 +13%
RIS
138
Retirement Income Solutions
Michigan
$25.7M 418,107 +14,012 +3%
RA
139
RFG Advisory
Alabama
$25.7M 417,297 +120,081 +40%
EWM
140
Executive Wealth Management
Michigan
$25.4M 413,777 -165,391 -29%
FHA
141
Flagship Harbor Advisors
Massachusetts
$25.4M 412,326 +114,002 +38%
AWS
142
Atria Wealth Solutions
New York
$25.2M 409,118 +9,642 +2%
FI
143
Financial Insights
Washington
$25.2M 408,862 +141,331 +53%
SB
144
Strategic Blueprint
Georgia
$25.1M 407,191 -28,005 -6%
AIM
145
Astor Investment Management
Illinois
$24.9M 404,082 -33,260 -8%
WWM
146
Western Wealth Management
Colorado
$24.4M 395,975 +41,752 +12%
FFN
147
Focus Financial Network
Minnesota
$24.4M 414,420 -276,184 -40%
IA
148
IFP Advisors
Florida
$24.1M 391,781 +33,624 +9%
HFA
149
Highland Financial Advisors
New Jersey
$23.3M 378,065 +7,829 +2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$23.2M 377,209 +64,154 +20%
4 5
6
7 8