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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 %
Pathstone Holdings
326
Pathstone Holdings
New Jersey
$10M -$968K -14,041 -9%
ABTD
327
Arvest Bank Trust Division
Oklahoma
$10M +$10M +145,286 New
TC
328
TownSquare Capital
Utah
$9.96M -$80.5K -1,167 -0.8%
HGA
329
Hobbs Group Advisors
South Carolina
$9.95M +$9.95M +144,269 New
PA
330
PFG Advisors
Arizona
$9.9M +$800K +11,608 +9%
CF
331
Collier Financial
Colorado
$9.88M +$9.88M +143,312 New
BW
332
Bison Wealth
Georgia
$9.85M +$43.4K +630 +0.4%
Geode Capital Management
333
Geode Capital Management
Massachusetts
$9.85M -$9.57M – –
AO
334
Advisor OS
Illinois
$9.82M -$8.88M -128,778 -47%
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$9.8M -$198K -2,874 -2%
PW
336
Paladin Wealth
Minnesota
$9.8M +$2.65M +38,469 +37%
FWP
337
Firethorn Wealth Partners
Georgia
$9.78M -$632K -9,173 -6%
IWN
338
Independent Wealth Network
Iowa
$9.78M +$1.59M +23,006 +19%
TCWM
339
Total Clarity Wealth Management
Illinois
$9.72M +$9.48M +137,467 +3,945%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$9.68M -$173K -2,504 -2%
AAS
341
Avantax Advisory Services
Texas
$9.58M +$1.05M +15,202 +12%
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$9.56M +$45.4K +659 +0.5%
FWP
343
Forefront Wealth Partners
Texas
$9.53M +$9.53M +138,263 New
BOC
344
Bull Oak Capital
California
$9.45M -$826K -11,988 -8%
MWA
345
Merkkuri Wealth Advisors
New York
$9.45M +$2.9M +42,102 +44%
SPI
346
Sutton Place Investors
New York
$9.36M -$105K -1,528 -1%
SWTS
347
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.29M +$9.29M +134,742 New
CWA
348
Clearview Wealth Advisors
Oregon
$9.19M -$660K -9,567 -7%
OC
349
Oarsman Capital
Wisconsin
$9.17M +$1.89M +27,438 +26%
HBS
350
Howard Bailey Securities
Indiana
$9.16M -$1.5M -21,821 -14%
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