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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 %
CWG
151
Crown Wealth Group
North Carolina
$28M 436,965 -102,284 -19%
SFP
152
Strategic Financial Partners
Oregon
$27.6M 431,969 +11,205 +3%
EWM
153
Executive Wealth Management
Michigan
$27.5M 430,299 +16,522 +4%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$26.4M 412,491 +38,578 +10%
AWS
155
Atria Wealth Solutions
New York
$26.2M 410,023 +905 +0.2%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$25.7M 400,974 +23,765 +6%
BFG
157
Buttonwood Financial Group
Missouri
$24.5M 381,907 -199,172 -34%
RIS
158
Retirement Income Solutions
Michigan
$24.4M 381,356 -36,751 -9%
EIA
159
Eldridge Investment Advisors
New Hampshire
$24.4M 381,217 +50,772 +15%
CG
160
Clarus Group
Texas
$24.1M 377,030 +373,176 +9,683%
FFN
161
Focus Financial Network
Minnesota
$24.1M 368,238 -46,182 -11%
IA
162
IFG Advisory
Georgia
$23.9M 373,829 +59,230 +19%
WCFA
163
Walkner Condon Financial Advisors
Wisconsin
$23.7M 370,581 -65,153 -15%
Principal Financial Group
164
Principal Financial Group
Iowa
$23.7M 369,992 +12,197 +3%
IPA
165
Investment Planning Advisors
Georgia
$23.7M 369,935 +369,935 New
IMC Chicago
166
IMC Chicago
Illinois
$23.5M 367,790 +367,790 New
AF
167
Advisornet Financial
Minnesota
$23.5M 367,632 -61,707 -14%
LFG
168
Larson Financial Group
Missouri
$23.1M 361,580 +86,851 +32%
KAM
169
Knightsbridge Asset Management
California
$22.8M 357,005 +23,447 +7%
AIM
170
Astor Investment Management
Illinois
$22M 343,180 -60,902 -15%
LFAS
171
Level Four Advisory Services
Texas
$21.9M 342,330 +22,026 +7%
MHWM
172
Montz Harcus Wealth Management
Louisiana
$21.8M 341,191 -58 -0%
CA
173
CSM Advisors
Pennsylvania
$21.6M 337,799 -800 -0.2%
PA
174
Procyon Advisors
Connecticut
$21.6M 337,651 +191,918 +132%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$21.4M 334,001 +318,758 +2,091%
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