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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 %
CWA
451
Continuum Wealth Advisors
New York
$5.51M +$5.51M +79,934 New
SPWG
452
Syntegra Private Wealth Group
Missouri
$5.48M -$145K -2,109 -3%
CWM
453
Copia Wealth Management
Oregon
$5.48M +$5.48M +79,473 New
CFD
454
Creative Financial Designs
Indiana
$5.47M -$550K -7,972 -9%
AAS
455
Ameritas Advisory Services
Nebraska
$5.47M -$431K -6,246 -7%
RSA
456
River Street Advisors
Illinois
$5.37M +$244K +3,539 +5%
ULWM
457
Upper Left Wealth Management
Florida
$5.25M +$299K +4,334 +6%
SFS
458
Sowell Financial Services
Arkansas
$5.17M -$4.2M -60,962 -45%
PG
459
Prostatis Group
Maryland
$5.13M +$845K +12,256 +20%
MWM
460
Meridian Wealth Management
Kentucky
$5.12M +$291K +4,228 +6%
LCM
461
Lunt Capital Management
Utah
$5.06M +$434K +6,294 +9%
BBPWM
462
Blue Bell Private Wealth Management
Pennsylvania
$5.06M +$184K +2,665 +4%
HSA
463
HBK Sorce Advisory
Pennsylvania
$5.05M -$70.4K -1,021 -1%
FCI
464
Financial Counselors Inc
Kansas
$5.04M -$16.9K -245 -0.3%
CIC
465
Cutler Investment Counsel
Oregon
$5.04M +$1.76M +25,591 +54%
JGIA
466
Jackson Grant Investment Advisers
Connecticut
$5.03M +$5.24K +76 +0.1%
GF
467
Goodman Financial
Texas
$4.99M -$313K -4,546 -6%
AFP
468
Alpha Financial Partners
Kentucky
$4.96M +$4.96M +71,887 New
MWM
469
Modera Wealth Management
New Jersey
$4.95M -$708K -10,270 -13%
VRM
470
Vectors Research Management
New York
$4.85M -$385K -5,588 -7%
BFA
471
Beaumont Financial Advisors
Massachusetts
$4.76M -$79.2K -1,149 -2%
KCM
472
Kanawha Capital Management
Virginia
$4.74M +$14.1K +205 +0.3%
Bank of Montreal
473
Bank of Montreal
Ontario, Canada
$4.73M +$1.94M +28,134 +70%
CWM
474
Compass Wealth Management
Connecticut
$4.72M +$447K +6,488 +10%
CAG
475
Curtis Advisory Group
California
$4.65M -$1.03M -14,913 -18%
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