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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,236 hedge funds and large institutions have $38.6B invested in SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 549 increasing their positions, 369 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+146
Holders Change %
+13.39%
% of All Funds
16.46%
Holding in Top 10
281
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+23.79%
% of All Funds
3.74%
New
215
Increased
549
Reduced
369
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.07B
2
Betterment LLC
Betterment LLC
New York
$3.65B
3
LPL Financial
LPL Financial
California
$2.71B
4
NP
NorthRock Partners
Minnesota
$222M
5
IAA
Independent Advisor Alliance
North Carolina
$211M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$639M
2
Bank of America
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$650M
4
AF
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
226
HUB Investment Partners
Texas
$19.9M +$3.33M +48,253 +20%
BC
227
Bricktown Capital
Michigan
$19.7M +$19.4M +282,000 +7,520%
HWM
228
Hobbs Wealth Management
Indiana
$19.5M +$19.5M +282,540 New
MCM
229
M1 Capital Management
Michigan
$19.5M +$19.5M +282,184 New
CWA
230
Core Wealth Advisors
Florida
$19.3M -$53.3K -773 -0.3%
BOSSRA
231
B.O.S.S. Retirement Advisors
Utah
$19.3M +$16.5M +239,450 +586%
RFS
232
Retirement Financial Solutions
Tennessee
$19.3M -$1.41M -20,397 -7%
AI
233
Arrien Investments
Idaho
$19.3M -$278K -3,906 -1%
PIA
234
Panoramic Investment Advisors
Colorado
$19.3M +$1.77M +25,660 +10%
WCM
235
Windsor Capital Management
Arizona
$18.9M -$585K -8,479 -3%
SB
236
Strategic Blueprint
Georgia
$18.9M -$336K -4,872 -2%
OPS
237
Orion Portfolio Solutions
Nebraska
$18.9M +$3.7M +53,674 +24%
BCI
238
Brinker Capital Investments
Pennsylvania
$18.9M +$3.7M +53,674 +24%
SPAS
239
Spectrum Planning & Advisory Services
California
$18.8M -$211K -3,057 -1%
BAM
240
Belpointe Asset Management
Nevada
$18.7M +$11.7M +176,124 +165%
AIM
241
Astor Investment Management
Illinois
$18.5M -$2.98M -43,206 -14%
RA
242
Rational Advisors
New York
$18M -$1.85M -26,905 -9%
PBF
243
Petix & Botte Financial
California
$17.8M +$17.8M +258,870 New
VCM
244
Vivaldi Capital Management
Illinois
$17.8M -$829K -11,754 -4%
KCAM
245
Kagan Cocozza Asset Management
New Jersey
$17.8M +$17.8M +258,740 New
JWM
246
Jackson Wealth Management
Florida
$17.8M +$978K +14,192 +6%
GWP
247
Gen-Wealth Partners
Michigan
$17.3M -$386K -5,597 -2%
TA
248
Tectonic Advisors
Texas
$17M +$231K +3,353 +1%
WIA
249
World Investment Advisors
California
$17M +$2.06M +29,820 +14%
AIA
250
Accelerate Investment Advisors
California
$16.9M +$427K +6,196 +3%
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