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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 %
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$17.2M 268,896 +73,480 +38%
TWM
202
Tradition Wealth Management
Minnesota
$17.1M 267,607 -41,454 -13%
LGW
203
Leslie Global Wealth
Illinois
$17.1M 267,289 +267,289 New
CIC
204
Carnegie Investment Counsel
Ohio
$17.1M 266,873 +3,275 +1%
WAS
205
Wealth Advisory Solutions
Indiana
$16.8M 262,243 -2,788 -1%
Stifel Financial
206
Stifel Financial
Missouri
$16.8M 262,143 +14,417 +6%
AR
207
Apeiron RIA
Texas
$16.7M 261,705 -91,323 -26%
GWM
208
Geneos Wealth Management
Colorado
$16.7M 261,197 +10,728 +4%
FRA
209
FFG Retirement Advisors
Colorado
$16.4M 255,804 -45,525 -15%
GWP
210
Gen-Wealth Partners
Michigan
$16.3M 254,159 -19,032 -7%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$16.1M 250,774 -10,811 -4%
AO
212
Advisor OS
Illinois
$16M 249,950 +36,584 +17%
9WM
213
9258 Wealth Management
Ohio
$15.5M 241,454 -21,103 -8%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$15.1M 236,399 +214,597 +984%
SRSA
215
S.R. Schill & Associates
Washington
$15M 235,133 -19,069 -8%
MLA
216
My Legacy Advisors
Oregon
$15M 233,631 -28,193 -11%
NRA
217
NSI Retail Advisors
Pennsylvania
$14.9M 232,800 – –
KBFS
218
Kohmann Bosshard Financial Services
Ohio
$14.9M 232,222 +416 +0.2%
FF
219
Financial Futures
New Jersey
$14.4M 225,307 +21,449 +11%
MA
220
Mutual Advisors
Nebraska
$14.3M 223,231 +21,844 +11%
CA
221
CoreCap Advisors
Michigan
$14.2M 221,453 +5,771 +3%
Corient Private Wealth
222
Corient Private Wealth
Florida
$14.1M 219,984 -10,732 -5%
FGA
223
Fortis Group Advisors
New Jersey
$14.1M 220,118 +170,436 +343%
BCI
224
Brinker Capital Investments
Pennsylvania
$14M 218,961 +25,177 +13%
OPS
225
Orion Portfolio Solutions
Nebraska
$14M 218,961 +25,177 +13%
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