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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 %
Betterment LLC
1
Betterment LLC
New York
$2.73B 42,716,183 +9,088,184 +27%
LPL Financial
2
LPL Financial
California
$2.06B 32,127,760 +2,389,144 +8%
Creative Planning
3
Creative Planning
Kansas
$1.83B 28,576,013 +1,005,769 +4%
ACM
4
Advance Capital Management
Michigan
$868M 13,569,767 +402,001 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$724M 11,312,424 +984,142 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$658M 10,281,461 +1,232,825 +14%
Morgan Stanley
7
Morgan Stanley
New York
$602M 9,413,336 +2,897,680 +44%
Bank of America
8
Bank of America
North Carolina
$560M 8,749,075 +1,586,185 +22%
OIA
9
OneDigital Investment Advisors
Kansas
$512M 7,996,091 +869,589 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$484M 7,557,950 +330,354 +5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$427M 6,665,684 +156,870 +2%
CCMG
12
Clark Capital Management Group
Pennsylvania
$393M 6,133,777 +250,543 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$346M 5,400,419 +4,973,357 +1,165%
AWMS
14
Advocacy Wealth Management Services
Georgia
$323M 5,053,527 -270,788 -5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$321M 5,017,309 +25,394 +0.5%
SLI
16
Sumitomo Life Insurance
Japan
$309M 5,092,600 +5,092,600 New
SMM
17
Stadion Money Management
Georgia
$299M 4,668,528 -2,110,139 -31%
1WM
18
1900 Wealth Management
Texas
$265M 4,145,119 +753,943 +22%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M 3,865,976 +703,276 +22%
PAG
20
Private Advisor Group
New Jersey
$243M 3,800,284 +237,970 +7%
Ameriprise
21
Ameriprise
Minnesota
$234M 3,654,926 +1,452,691 +66%
GAG
22
GM Advisory Group
New York
$216M 3,376,623 +130,244 +4%
AssetMark Inc
23
AssetMark Inc
California
$214M 3,349,949 -647,126 -16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$213M 3,330,188 +255,134 +8%
GI
25
Gradient Investments
Minnesota
$207M 3,241,891 -377,821 -10%
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