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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,090 hedge funds and large institutions have $31.5B invested in SPDR Portfolio S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 471 increasing their positions, 402 reducing their positions, and 57 closing their positions.

Holders
1,090
Holders Change
+43
Holders Change %
+4.11%
% of All Funds
15.77%
Holding in Top 10
227
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.71%
% of All Funds
3.28%
New
107
Increased
471
Reduced
402
Closed
57
Calls
$17.3M
Puts
$11.4M
Net Calls
+$5.91M
Net Calls Change
+$4.99M

Top Buyers

1
Invesco
1
Invesco
Georgia
$892M
2
Betterment LLC
2
Betterment LLC
New York
$3.31B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$727M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M
5
LPL Financial
5
LPL Financial
California
$2.41B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.1M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$53.1M
4
ACM
4
Advance Capital Management
Michigan
$847M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWG
151
Crown Wealth Group
North Carolina
$30.5M 451,777 +14,812 +3%
GAG
152
Goodman Advisory Group
Massachusetts
$30.5M 451,292 +660 +0.1%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$30.4M 450,510 +38,019 +9%
SWM
154
Sugarloaf Wealth Management
Georgia
$30.3M 449,192 +5,975 +1%
TWM
155
TSA Wealth Management
Texas
$29.7M 440,048 -60,769 -12%
NA
156
Nottingham Advisors
New York
$29.7M 439,852 -111,187 -20%
LAS
157
Lloyd Advisory Services
Georgia
$29.7M 439,529 -5,609 -1%
WWG
158
West Wealth Group
California
$29.4M 435,695 -61,893 -12%
EIA
159
Eldridge Investment Advisors
New Hampshire
$29.3M 433,891 +52,674 +14%
EWM
160
Executive Wealth Management
Michigan
$28.2M 417,048 -13,251 -3%
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
$27.6M 408,367 +37,786 +10%
BHB
162
Bank Hapoalim BM
Israel
$27.4M 406,000 -81,000 -17%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$27.1M 400,747 -227 -0.1%
SFWA
164
Summit Financial Wealth Advisors
Louisiana
$26.9M 398,372 +398,372 New
LFG
165
Larson Financial Group
Missouri
$26.8M 396,269 +34,689 +10%
FI
166
Financial Insights
Washington
$26.3M 389,727 -89,522 -19%
CG
167
Clarus Group
Texas
$26M 384,962 +7,932 +2%
FFWA
168
Forthright Family Wealth Advisory
Texas
$25.9M 362,265 -332,660 -48%
MHWM
169
Montz Harcus Wealth Management
Louisiana
$25.9M 383,474 +42,283 +12%
EH
170
Equitable Holdings
New York
$25.9M 382,994 +100,066 +35%
RIS
171
Retirement Income Solutions
Michigan
$25.8M 382,806 +1,450 +0.4%
Principal Financial Group
172
Principal Financial Group
Iowa
$25.8M 382,328 +12,336 +3%
AWS
173
Atria Wealth Solutions
New York
$25.2M 373,523 -36,500 -9%
WWA
174
WCG Wealth Advisors
Nevada
$24.7M 366,122 -107,401 -23%
KAM
175
Knightsbridge Asset Management
California
$24.5M 362,669 +5,664 +2%
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