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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 %
ATPW
426
Ashton Thomas Private Wealth
Arizona
$6.23M +$2.97M +43,129 +91%
LCC
427
Lincoln Capital Corp
Rhode Island
$6.22M +$168K +2,443 +3%
MCWS
428
McKinley Carter Wealth Services
West Virginia
$6.17M -$603K -8,750 -9%
DJSG
429
D.J. St. Germain
Massachusetts
$6.17M -$261K -3,789 -4%
Bank of New York Mellon
430
Bank of New York Mellon
New York
$6.11M +$3.3M +47,898 +118%
JCFM
431
JBR Co Financial Management
Oklahoma
$6.09M +$1.17M +17,011 +24%
NGA
432
Naples Global Advisors
Florida
$6.08M +$1.12M +16,225 +23%
WWP
433
Wise Wealth Partners
Arizona
$6.07M +$6.07M +88,047 New
TIM
434
Tortoise Investment Management
New York
$6.06M +$1.38M +20,047 +30%
BNP Paribas Financial Markets
435
BNP Paribas Financial Markets
France
$6.05M -$317K -4,592 -5%
GKWIM
436
Gerber Kawasaki Wealth & Investment Management
California
$6.04M +$825K +11,968 +16%
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.01M -$54.4K -789 -0.9%
AWA
438
Authentikos Wealth Advisory
California
$5.98M -$341K -4,953 -5%
HBT
439
Hills Bank & Trust
Iowa
$5.9M +$2.38M +34,509 +68%
SGI
440
Summit Global Investments
Utah
$5.85M +$243K +3,526 +4%
WMR
441
Wealth Management Resources
Rhode Island
$5.83M +$5.83M +84,505 New
SFC
442
Strategic Financial Concepts
Texas
$5.83M +$4.7M +68,169 +417%
EGA
443
E&G Advisors
Texas
$5.66M +$487K +7,057 +9%
Northern Trust
444
Northern Trust
Illinois
$5.64M -$19.9K -289 -0.4%
DLHL
445
Donald L. Hagan LLC
Florida
$5.64M +$5.64M +81,746 New
MFT
446
Moisand Fitzgerald Tamayo
Florida
$5.63M -$664K -9,632 -11%
AWA
447
Arete Wealth Advisors
Illinois
$5.6M +$2.11M +30,640 +61%
TCG
448
Transcendent Capital Group
Oklahoma
$5.56M +$123K +1,787 +2%
VWWMG
449
Vermillion & White Wealth Management Group
Pennsylvania
$5.53M +$5.51M +79,956 +27,289%
LA
450
Lifeworks Advisors
Michigan
$5.51M -$262K -3,795 -5%
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