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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 %
NA
126
Nottingham Advisors
New York
$35.3M 551,039 +13,176 +2%
MSWMA
127
Market Street Wealth Management Advisors
Indiana
$34.9M 545,078 +2,941 +0.5%
CWM
128
Cornerstone Wealth Management
Missouri
$33.9M 529,120 -12,473 -2%
CW
129
CreativeOne Wealth
Kansas
$33.6M 525,246 -397,790 -43%
MGIA
130
Moneta Group Investment Advisors
Missouri
$32.9M 513,762 -14,547 -3%
PA
131
PSI Advisors
Florida
$32.1M 501,628 +10,478 +2%
TWM
132
TSA Wealth Management
Texas
$32.1M 500,817 +50,007 +11%
VPP
133
Vertex Planning Partners
Illinois
$31.9M 499,187 -26,894 -5%
US Bancorp
134
US Bancorp
Minnesota
$31.9M 498,987 +30,743 +7%
WWG
135
West Wealth Group
California
$31.8M 497,588 -101,892 -17%
SWM
136
SigFig Wealth Management
California
$31.5M 491,445 -770,332 -61%
BHB
137
Bank Hapoalim BM
Israel
$31.2M 487,000 +255,000 +110%
FI
138
Financial Insights
Washington
$30.7M 479,249 +70,387 +17%
WWA
139
WCG Wealth Advisors
Nevada
$30.3M 473,523 +331,922 +234%
C1AG
140
Client 1st Advisory Group
Florida
$29.9M 467,243 +19,149 +4%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$29.7M 464,600 +464,600 New
KP
142
Keel Point
Alabama
$29.7M 465,171 -85,000 -15%
ST
143
Spinnaker Trust
Maine
$29.7M 463,424 +463,424 New
SCM
144
SOL Capital Management
Maryland
$29.3M 458,560 +135,206 +42%
IA
145
IFP Advisors
Florida
$29M 453,330 +61,549 +16%
GAG
146
Goodman Advisory Group
Massachusetts
$28.8M 450,632 +4,423 +1%
LAS
147
Lloyd Advisory Services
Georgia
$28.5M 445,138 +445,138 New
WWM
148
Western Wealth Management
Colorado
$28.4M 444,205 +48,230 +12%
SWM
149
Sugarloaf Wealth Management
Georgia
$28.4M 443,217 +5,912 +1%
HFA
150
Highland Financial Advisors
New Jersey
$28.3M 442,257 +64,192 +17%
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