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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 %
RFW
351
Rainier Family Wealth
Washington
$9.1M +$9.1M +132,035 New
CAG
352
Csenge Advisory Group
Florida
$9.06M -$525K -7,618 -5%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$8.97M -$204K -2,957 -2%
PWA
354
PCG Wealth Advisors
Kansas
$8.88M +$3.36M +48,699 +61%
AFAS
355
Acorn Financial Advisory Services
Virginia
$8.87M -$885K -12,833 -9%
CPIG
356
Chicago Partners Investment Group
Illinois
$8.86M +$407K +5,867 +5%
LWMM
357
Legacy Wealth Management (Mississippi)
Mississippi
$8.84M +$250K +3,627 +3%
TF
358
Theory Financial
Colorado
$8.79M +$345K +5,001 +4%
CA
359
Continuum Advisory
Idaho
$8.79M -$148K -2,141 -2%
Fidelity Investments
360
Fidelity Investments
Massachusetts
$8.78M +$905K +13,127 +11%
WCP
361
Wealthcare Capital Partners
Pennsylvania
$8.78M +$8.78M +127,293 New
AWMNH
362
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.77M +$583K +8,454 +7%
FZCM
363
Flynn Zito Capital Management
New York
$8.71M +$138K +2,003 +2%
AF
364
Advisornet Financial
Minnesota
$8.64M -$59.5M -862,883 -87%
SP
365
Stonebrook Private
Michigan
$8.53M +$287K +4,161 +3%
WCM
366
Wealthcare Capital Management
Virginia
$8.5M +$1.87M +27,061 +28%
BIG
367
Bush Investment Group
Georgia
$8.45M -$52.3K -758 -0.6%
MOS
368
MGO One Seven
Ohio
$8.44M -$224K -3,247 -3%
WCP
369
Welch Capital Partners
New York
$8.44M -$539K -7,821 -6%
TFA
370
Transamerica Financial Advisors
Florida
$8.41M +$368K +5,332 +5%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$8.32M +$73.9K +1,072 +0.9%
T
372
Transce3nd
Texas
$8.31M +$8.31M +120,073 New
EWM
373
Evermay Wealth Management
Virginia
$8.18M +$1.33M +19,302 +19%
MFS
374
Mattson Financial Services
Michigan
$8.16M -$246K -3,649 -3%
ODA
375
One Degree Advisors
California
$8.11M -$546K -7,675 -6%
13 14
15
16 17