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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.

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
1
Betterment LLC
New York
$2.07B
2
ACM
2
Advance Capital Management
Michigan
$810M
3
MB
3
Mizuho Bank
Japan
$314M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$328M
5
LPL Financial
5
LPL Financial
California
$1.83B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
AWM
2
AE Wealth Management
Kansas
$163M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$635M
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$2.07B 33,627,999 +33,564,737 +53,057%
LPL Financial
2
LPL Financial
California
$1.83B 29,738,616 +2,300,741 +8%
Creative Planning
3
Creative Planning
Kansas
$1.7B 27,570,244 +1,044,784 +4%
ACM
4
Advance Capital Management
Michigan
$810M 13,167,766 +7,210,793 +121%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$635M 10,328,282 -1,337,473 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$557M 9,048,636 +643,542 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$445M 7,227,596 -116,428 -2%
Bank of America
8
Bank of America
North Carolina
$441M 7,162,890 -682,991 -9%
OIA
9
OneDigital Investment Advisors
Kansas
$438M 7,126,502 -784,576 -10%
SMM
10
Stadion Money Management
Georgia
$417M 6,778,667 -496,854 -7%
Morgan Stanley
11
Morgan Stanley
New York
$401M 6,515,656 -5,729,774 -47%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$400M 6,508,814 +587,774 +10%
CCMG
13
Clark Capital Management Group
Pennsylvania
$362M 5,883,234 +172,097 +3%
AWMS
14
Advocacy Wealth Management Services
Georgia
$328M 5,324,315 +3,341,587 +169%
MB
15
Mizuho Bank
Japan
$314M 5,100,000 +5,100,000 New
Financial Engines Advisors
16
Financial Engines Advisors
California
$307M 4,991,915 -156,259 -3%
AssetMark Inc
17
AssetMark Inc
California
$246M 3,997,075 -249,097 -6%
GI
18
Gradient Investments
Minnesota
$223M 3,619,712 -136,417 -4%
PAG
19
Private Advisor Group
New Jersey
$219M 3,562,314 -648,049 -15%
1WM
20
1900 Wealth Management
Texas
$209M 3,391,176 +958,524 +39%
GAG
21
GM Advisory Group
New York
$200M 3,246,379 +205,689 +7%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M 3,162,700 -989,995 -24%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$189M 3,075,054 +437,306 +17%
CAL
24
Capital Analysts LLC
Pennsylvania
$181M 2,947,700 +159,169 +6%
Mariner
25
Mariner
Kansas
$177M 2,877,800 +401,208 +16%
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