SPLG icon

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 %
ASN
376
Advisory Services Network
Georgia
$8.03M +$4.72M +68,462 +143%
WC
377
Westwind Capital
New Mexico
$8.02M +$664K +9,625 +9%
AWA
378
ARQ Wealth Advisors
Arizona
$7.97M +$47.4K +688 +0.6%
MFA
379
Morling Financial Advisors
California
$7.95M -$149K -2,167 -2%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$7.85M +$687K +9,958 +10%
MWAM
381
Manhattan West Asset Management
California
$7.82M +$1.91M +27,638 +32%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$7.79M +$495K +7,184 +7%
GAA
383
Guardian Asset Advisors
Pennsylvania
$7.76M +$687K +9,965 +10%
MLA
384
My Legacy Advisors
Oregon
$7.75M -$81.5K -1,169 -1%
SW
385
Simplicity Wealth
New Jersey
$7.74M -$1.41M -20,414 -15%
SWM
386
StoneCrest Wealth Management
Arizona
$7.74M +$281K +4,076 +4%
KWM
387
Kingsview Wealth Management
Oregon
$7.71M -$241K -3,493 -3%
Citadel Advisors
388
Citadel Advisors
Florida
$7.65M +$5.11M +74,181 +202%
SOS
389
Silver Oak Securities
Tennessee
$7.39M +$742K +10,724 +11%
GSWM
390
Golden State Wealth Management
California
$7.38M +$7.38M +107,010 New
SA
391
Strategic Advisors
New York
$7.35M +$2.56M +37,172 +54%
FPAS
392
Focus Partners Advisor Solutions
Missouri
$7.31M +$4.18M +60,692 +134%
RIM
393
Redwood Investment Management
Arizona
$7.26M +$241K +3,500 +3%
PVI
394
Pine Valley Investments
New Jersey
$7.2M +$366K +5,308 +5%
LS
395
Liquid Strategies
Georgia
$7.17M -$2.19M -31,818 -23%
KAM
396
Kensington Asset Management
Texas
$7.17M -$1.09M -15,852 -13%
WAM
397
Worth Asset Management
Texas
$7.17M +$140K +2,027 +2%
EFG
398
Elios Financial Group
Ohio
$7.11M -$21.4K -310 -0.3%
CC
399
Courier Capital
New York
$7.11M +$1.18M +17,074 +20%
ACP
400
Aveo Capital Partners
Colorado
$7.09M -$822K -11,922 -10%
14 15
16
17 18