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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 %
FWA
401
FSC Wealth Advisors
New York
$7.03M +$1.9M +27,591 +37%
RFS
402
Richardson Financial Services
Massachusetts
$6.92M -$85.3K -1,232 -1%
CWA
403
Clarus Wealth Advisors
Arizona
$6.91M +$244K +3,574 +4%
SWM
404
Selective Wealth Management
Virginia
$6.9M +$793K +11,584 +13%
MAM
405
MMA Asset Management
Pennsylvania
$6.89M +$6.89M +99,959 New
MHB
406
Midwest Heritage Bank
Iowa
$6.88M -$922K -13,368 -12%
OCM
407
One Capital Management
California
$6.88M +$181K +2,620 +3%
CF
408
Centaurus Financial
California
$6.81M +$175K +2,538 +3%
SPIA
409
Steward Partners Investment Advisory
New York
$6.74M +$4.75M +68,880 +239%
TWM
410
Trinity Wealth Management
Pennsylvania
$6.71M +$213K +3,094 +3%
AQR Capital Management
411
AQR Capital Management
Connecticut
$6.71M +$1.59M +23,049 +31%
RFG
412
Range Financial Group
Oregon
$6.66M +$3.57M +51,843 +116%
VAF
413
Values Added Financial
District of Columbia
$6.65M +$238K +3,446 +4%
Renaissance Technologies
414
Renaissance Technologies
New York
$6.65M +$5.28M +76,600 +387%
CAS
415
Coppell Advisory Solutions
Texas
$6.63M +$1.94M +28,043 +41%
APA
416
Astoria Portfolio Advisors
New York
$6.52M +$6.52M +95,268 New
BWM
417
BlackDiamond Wealth Management
New York
$6.52M +$54K +783 +0.8%
APC
418
Aspire Private Capital
North Carolina
$6.49M +$249K +3,612 +4%
MSAM
419
Moloney Securities Asset Management
Missouri
$6.45M +$479K +6,955 +8%
CF
420
Convergence Financial
Missouri
$6.44M -$1.32M -19,078 -17%
SFP
421
Shepherd Financial Partners
Massachusetts
$6.43M +$322K +4,676 +5%
William Blair & Company
422
William Blair & Company
Illinois
$6.42M +$4.1M +59,494 +177%
PIA
423
Perennial Investment Advisors
California
$6.37M +$5M +72,592 +365%
CCA
424
Cooper Capital Advisors
California
$6.36M +$6.36M +92,198 New
WP
425
WealthPLAN Partners
Nebraska
$6.28M -$421K -6,102 -6%
15 16
17
18 19