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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
16.45%
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
+$264M
3
LPL Financial
LPL Financial
California
+$254M
4
NP
NorthRock Partners
Minnesota
+$222M
5
IAA
Independent Advisor Alliance
North Carolina
+$201M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$103M
2
Bank of America
Bank of America
North Carolina
-$91.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$84.1M
4
AF
Advisornet Financial
Minnesota
-$59.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$16.6M +$14.9M +216,684 +881%
AR
252
Apeiron RIA
Texas
$16.3M +$197K +2,860 +1%
T
253
Tidemark
California
$16.1M +$563K +8,168 +4%
KBFS
254
Kohmann Bosshard Financial Services
Ohio
$16M +$37.8K +548 +0.2%
TWM
255
Tradition Wealth Management
Minnesota
$15.6M -$391K -5,677 -2%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$15.5M +$3.69M +53,472 +31%
SRSA
257
S.R. Schill & Associates
Washington
$15.2M -$480K -6,962 -3%
RW
258
Ridgeline Wealth
Arizona
$15.2M +$15.2M +220,092 New
AA
259
Advisory Alpha
Michigan
$15M +$1.04M +15,065 +7%
FF
260
Fortitude Financial
Washington
$14.9M +$14.9M +216,696 New
FTS
261
Fifth Third Securities
Ohio
$14.9M +$1.64M +23,792 +12%
NRA
262
NSI Retail Advisors
Pennsylvania
$14.9M -$1.17M -17,000 -7%
RC
263
RBF Capital
California
$14.8M – – –
AF
264
Abound Financial
California
$14.7M +$14.7M +212,936 New
LSL
265
Legacy Solutions LLC
Pennsylvania
$14.6M +$14.6M +212,316 New
CA
266
CoreCap Advisors
Michigan
$14.6M -$1.73M -25,066 -11%
KNFPWM
267
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.6M +$2.52M +36,585 +21%
WCM
268
WealthTrak Capital Management
Virginia
$14.5M +$14.5M +210,762 New
VBFP
269
Valtinson Bruner Financial Planning
Minnesota
$14.4M +$193K +2,796 +1%
AI
270
Atria Investments
North Carolina
$14.4M -$5.28M -76,553 -27%
ESL
271
Endurance Services Ltd
New York
$14.4M – – –
MA
272
MONECO Advisors
Connecticut
$14.4M +$3.83M +55,546 +36%
MA
273
Mutual Advisors
Nebraska
$14.3M -$977K -14,043 -6%
UAS
274
United Asset Strategies
New York
$13.9M -$227K -3,295 -2%
SW
275
SkyOak Wealth
Michigan
$13.8M +$41.1K +596 +0.3%
9 10
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