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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
Betterment LLC
New York
$2.07B
2
ACM
Advance Capital Management
Michigan
$810M
3
MB
Mizuho Bank
Japan
$314M
4
AWMS
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
AWM
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$635M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$23M +$4.55M +74,018 +25%
Principal Financial Group
152
Principal Financial Group
Iowa
$22M +$286K +4,646 +1%
CWS
153
Cypress Wealth Services
California
$21.7M -$3.71M -60,256 -15%
AR
154
Apeiron RIA
Texas
$21.7M +$47.8K +777 +0.2%
KV
155
Kickstand Ventures
New York
$21.6M +$8.55M +138,976 +66%
WAOI
156
Wealth Advisors of Iowa
Iowa
$21.5M -$4.23M -68,672 -16%
T
157
Tidemark
California
$21.3M +$325K +5,286 +2%
MHWM
158
Montz Harcus Wealth Management
Louisiana
$21M -$1.06M -17,226 -5%
RA
159
Rational Advisors
New York
$20.9M +$20.9M +339,880 New
CA
160
CSM Advisors
Pennsylvania
$20.8M -$315K -5,120 -1%
EIA
161
Eldridge Investment Advisors
New Hampshire
$20.3M +$4.52M +73,490 +29%
T
162
TNF
Montana
$20.3M -$492K -8,274 -2%
VCM
163
Vivaldi Capital Management
Illinois
$20.3M -$157K -2,555 -0.8%
WA
164
WBH Advisory
Maryland
$19.9M +$862K +14,004 +5%
SCM
165
SOL Capital Management
Maryland
$19.9M +$8.62M +140,124 +76%
AI
166
Atria Investments
North Carolina
$19.7M -$838K -13,613 -4%
SCM
167
Steele Capital Management
Iowa
$19.7M -$1.24M -20,202 -6%
IA
168
IFG Advisory
Georgia
$19.4M +$12.7M +206,487 +191%
WCM
169
Windsor Capital Management
Arizona
$19.3M -$785K -12,763 -4%
AFP
170
Ausdal Financial Partners
Iowa
$19M -$2.84M -46,183 -13%
TWM
171
Tradition Wealth Management
Minnesota
$19M -$5.66M -92,068 -23%
MFA
172
Mayflower Financial Advisors
Massachusetts
$18.8M -$3.34M -54,202 -15%
KAM
173
Knightsbridge Asset Management
California
$18.6M – – –
FRA
174
FFG Retirement Advisors
Colorado
$18.5M -$1.25M -20,298 -6%
American Century Companies
175
American Century Companies
Missouri
$18.4M +$1.93M +31,400 +12%
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