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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 %
GWM
201
Geneos Wealth Management
Colorado
$15.4M +$669K +10,880 +5%
Stifel Financial
202
Stifel Financial
Missouri
$15.2M +$2.27M +36,933 +18%
NRA
203
NSI Retail Advisors
Pennsylvania
$14.3M -$511K -8,300 -3%
BHB
204
Bank Hapoalim BM
Israel
$14.3M +$8.18M +133,000 +134%
KBFS
205
Kohmann Bosshard Financial Services
Ohio
$14.3M -$252K -4,100 -2%
Corient Private Wealth
206
Corient Private Wealth
Florida
$14.2M -$1.1M -17,924 -7%
CA
207
CoreCap Advisors
Michigan
$13.3M +$96.4K +1,567 +0.7%
RC
208
RBF Capital
California
$13.2M – – –
CW
209
Connectus Wealth
Ohio
$13.1M -$397K -6,458 -3%
AO
210
Advisor OS
Illinois
$13.1M +$3.05M +49,650 +30%
CAG
211
Csenge Advisory Group
Florida
$13.1M -$137K -2,229 -1%
CA
212
Cetera Advisors
Colorado
$13M +$4.94M +80,364 +61%
VBFP
213
Valtinson Bruner Financial Planning
Minnesota
$13M +$4.83M +78,545 +59%
FWP
214
Firethorn Wealth Partners
Georgia
$12.8M -$730K -11,859 -5%
UAS
215
United Asset Strategies
New York
$12.8M +$58.9K +958 +0.5%
FF
216
Financial Futures
New Jersey
$12.5M +$1.56M +25,417 +14%
PSFG
217
Prairie Sky Financial Group
Illinois
$12.5M -$52.3K -850 -0.4%
MA
218
Mutual Advisors
Nebraska
$12.4M +$388K +6,312 +3%
SW
219
SkyOak Wealth
Michigan
$12.3M -$165K -2,689 -1%
SAW
220
Signal Advisors Wealth
Michigan
$12.2M +$1.48M +23,993 +14%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$12M +$946K +15,370 +9%
BCI
222
Brinker Capital Investments
Pennsylvania
$11.9M -$3.9M -63,376 -25%
OPS
223
Orion Portfolio Solutions
Nebraska
$11.9M -$3.9M -63,376 -25%
PIA
224
Panoramic Investment Advisors
Colorado
$11.7M +$698K +11,351 +6%
LWL
225
Leo Wealth LLC
Texas
$11.7M +$2.43M +39,503 +26%
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