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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 %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$18.2M +$15.2M +246,909 +510%
RFS
177
Retirement Financial Solutions
Tennessee
$18.1M +$757K +12,309 +4%
AI
178
Arrien Investments
Idaho
$18.1M -$270K -4,396 -1%
LFAS
179
Level Four Advisory Services
Texas
$17.9M +$464K +8,300 +3%
KFP
180
KMG Fiduciary Partners
Ohio
$17.8M +$511K +8,297 +3%
SFI
181
SPC Financial Inc
Maryland
$17.8M +$571K +9,287 +3%
WA
182
Waverly Advisors
Alabama
$17.6M +$17.6M +286,368 New
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$4.78M +77,720 +37%
CWA
184
Core Wealth Advisors
Florida
$17.4M -$890K -14,457 -5%
SAG
185
SageView Advisory Group
California
$17.2M +$16.6M +708,260 +2,725%
BAM
186
Belpointe Asset Management
Nevada
$17.2M +$16.4M +266,181 +1,979%
AP
187
Americana Partners
Texas
$16.9M -$2.49M -40,424 -13%
LFG
188
Larson Financial Group
Missouri
$16.9M +$702K +11,401 +4%
GWP
189
Gen-Wealth Partners
Michigan
$16.8M +$16.8M +273,191 New
CWA
190
Clearview Wealth Advisors
Oregon
$16.6M +$9.7M +157,632 +140%
EH
191
Equitable Holdings
New York
$16.6M +$431K +7,010 +3%
TA
192
Tectonic Advisors
Texas
$16.5M +$91.8K +1,492 +0.6%
WAS
193
Wealth Advisory Solutions
Indiana
$16.3M +$16.3M +265,031 New
CIC
194
Carnegie Investment Counsel
Ohio
$16.2M +$372K +6,041 +2%
9WM
195
9258 Wealth Management
Ohio
$16.2M +$556K +9,043 +4%
MLA
196
My Legacy Advisors
Oregon
$16.1M -$4.04M -65,639 -20%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$16.1M -$16.1M -260,975 -50%
SRSA
198
S.R. Schill & Associates
Washington
$15.6M -$145K -2,352 -0.9%
JWM
199
Jackson Wealth Management
Florida
$15.5M +$309K +5,014 +2%
Prudential Financial
200
Prudential Financial
New Jersey
$15.4M +$4.52M +73,495 +41%
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