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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,090 hedge funds and large institutions have $31.5B invested in SPDR Portfolio S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 471 increasing their positions, 402 reducing their positions, and 57 closing their positions.

Holders
1,090
Holders Change
+43
Holders Change %
+4.11%
% of All Funds
15.77%
Holding in Top 10
227
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.71%
% of All Funds
3.28%
New
107
Increased
471
Reduced
402
Closed
57
Calls
$17.3M
Puts
$11.4M
Net Calls
+$5.91M
Net Calls Change
+$4.99M

Top Buyers

1
Invesco
1
Invesco
Georgia
$892M
2
Betterment LLC
2
Betterment LLC
New York
$3.31B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$727M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M
5
LPL Financial
5
LPL Financial
California
$2.41B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.1M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$53.1M
4
ACM
4
Advance Capital Management
Michigan
$847M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
351
Evermay Wealth Management
Virginia
$6.71M 99,326 +32,593 +49%
PVI
352
Pine Valley Investments
New Jersey
$6.7M 99,199 +2,676 +3%
MCWS
353
McKinley Carter Wealth Services
West Virginia
$6.64M 98,304 -684 -0.7%
BWM
354
BlackDiamond Wealth Management
New York
$6.58M 93,772 -1,636 -2%
WP
355
WealthPLAN Partners
Nebraska
$6.56M 97,214 -12,382 -11%
OCM
356
One Capital Management
California
$6.56M 97,149 +2,501 +3%
CWA
357
Clarus Wealth Advisors
Arizona
$6.51M 97,455 +327 +0.3%
CF
358
Centaurus Financial
California
$6.5M 96,292 +6,712 +7%
WCM
359
Wealthcare Capital Management
Virginia
$6.5M 96,224 +24,138 +33%
RFS
360
Richardson Financial Services
Massachusetts
$6.48M 101,288 – –
MWA
361
Merkkuri Wealth Advisors
New York
$6.41M 94,922 +10,752 +13%
TWM
362
Trinity Wealth Management
Pennsylvania
$6.36M 94,268 +2,582 +3%
SOS
363
Silver Oak Securities
Tennessee
$6.3M 96,111 +32,765 +52%
DJSG
364
D.J. St. Germain
Massachusetts
$6.3M 93,297 -1,854 -2%
VAF
365
Values Added Financial
District of Columbia
$6.28M 93,032 +10,490 +13%
BNP Paribas Financial Markets
366
BNP Paribas Financial Markets
France
$6.23M 92,316 -69,779 -43%
AWA
367
Authentikos Wealth Advisory
California
$6.19M 91,657 +91,657 New
MFT
368
Moisand Fitzgerald Tamayo
Florida
$6.17M 91,367 -15,197 -14%
APC
369
Aspire Private Capital
North Carolina
$6.11M 90,484 +1,444 +2%
SWM
370
Selective Wealth Management
Virginia
$6.01M 89,218 +30,456 +52%
SFP
371
Shepherd Financial Partners
Massachusetts
$5.98M 88,647 -723 -0.8%
Cerity Partners
372
Cerity Partners
New York
$5.98M 88,573 +700 +0.8%
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.94M 88,012 -1,868 -2%
LCC
374
Lincoln Capital Corp
Rhode Island
$5.92M 87,751 +862 +1%
CFD
375
Creative Financial Designs
Indiana
$5.9M 87,345 -18,000 -17%
13 14
15
16 17