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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 %
MCC
301
Money Concepts Capital
Florida
$11.3M +$2.22M +32,135 +24%
CI
302
CacheTech Inc
Utah
$11.3M +$124K +1,796 +1%
AWM
303
Adams Wealth Management
Utah
$11.3M +$124K +1,796 +1%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$11.3M +$11.3M +163,030 New
KFSN
305
Keystone Financial Services (Nebraska)
Nebraska
$11.2M +$11.2M +162,921 New
PFA
306
Peak Financial Advisors
Colorado
$11.2M +$10.5M +152,078 +1,541%
LIA
307
Luken Investment Analytics
Tennessee
$11.1M +$84.4K +1,224 +0.8%
Truist Financial
308
Truist Financial
North Carolina
$11.1M +$31.4K +455 +0.3%
BWG
309
Beta Wealth Group
California
$11.1M +$82.7K +1,200 +0.8%
FAIM
310
Financial Advocates Investment Management
Washington
$11M +$257K +3,730 +2%
CIA
311
Concurrent Investment Advisors
Florida
$11M +$2.62M +37,968 +31%
MFS
312
McNamara Financial Services
Massachusetts
$10.9M -$189K -2,746 -2%
VA
313
Valmark Advisers
Ohio
$10.8M -$230K -3,337 -2%
HCM
314
Hollencrest Capital Management
California
$10.6M -$12.5K -182 -0.1%
CWMS
315
Cannon Wealth Management Services
North Carolina
$10.6M -$154K -2,194 -1%
FFA
316
Fragasso Financial Advisors
Pennsylvania
$10.6M +$725K +10,514 +7%
AF
317
Apollon Financial
South Carolina
$10.6M -$172K -2,495 -2%
FGA
318
Fortis Group Advisors
New Jersey
$10.6M +$296K +4,289 +3%
MSA
319
Marathon Strategic Advisors
Pennsylvania
$10.6M -$375K -5,439 -3%
RSWM
320
Robertson Stephens Wealth Management
California
$10.3M +$2.42M +35,060 +31%
AWMG
321
Alliance Wealth Management Group
New Jersey
$10.3M -$303K -4,396 -3%
GSEP
322
Golden State Equity Partners
California
$10.2M +$10.2M +148,205 +59,282%
OLVIG
323
Oliver Lagore Vanvalin Investment Group
Michigan
$10.2M +$1.25M +18,112 +14%
JCM
324
Jacobi Capital Management
Pennsylvania
$10.1M +$9.63M +139,724 +2,107%
FPWM
325
FSB Premier Wealth Management
Iowa
$10M -$180K -2,609 -2%
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