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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
16.46%
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
1
Jones Financial Companies
Missouri
$1.07B
2
Betterment LLC
2
Betterment LLC
New York
$3.65B
3
LPL Financial
3
LPL Financial
California
$2.71B
4
NP
4
NorthRock Partners
Minnesota
$222M
5
IAA
5
Independent Advisor Alliance
North Carolina
$211M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$639M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$650M
4
AF
4
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
26
Advocacy Wealth Management Services
Georgia
$296M -$31.9M -462,930 -10%
PAG
27
Private Advisor Group
New Jersey
$280M +$11.9M +173,333 +4%
GAG
28
GM Advisory Group
New York
$279M +$39.3M +569,953 +16%
Raymond James Financial
29
Raymond James Financial
Florida
$270M +$270M +3,914,161 New
TPCW
30
TD Private Client Wealth
New York
$249M +$28.2M +408,543 +13%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$249M +$14.5M +209,983 +6%
CAL
32
Capital Analysts LLC
Pennsylvania
$244M +$653K +9,477 +0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$242M +$88.3M +1,280,113 +58%
Two Sigma Investments
34
Two Sigma Investments
New York
$237M +$147M +2,137,200 +164%
NP
35
NorthRock Partners
Minnesota
$222M +$222M +3,216,429 +113,095%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$219M +$146M +2,121,179 +200%
AssetMark Inc
37
AssetMark Inc
California
$217M -$20M -290,409 -8%
IAA
38
Independent Advisor Alliance
North Carolina
$211M +$201M +2,922,219 +2,019%
Wells Fargo
39
Wells Fargo
California
$187M +$10.7M +155,004 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$184M +$20.1M +291,028 +12%
PWA
41
Peterson Wealth Advisors
Utah
$165M -$2.43M -34,925 -1%
Mariner
42
Mariner
Kansas
$163M -$1.34M -19,398 -0.8%
AWM
43
AE Wealth Management
Kansas
$162M -$8.2M -118,874 -5%
GRP
44
Global Retirement Partners
California
$161M +$6.61M +95,929 +4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$152M +$7.6M +110,191 +5%
NA
46
NewEdge Advisors
Louisiana
$145M +$25M +363,339 +21%
NB
47
Norinchukin Bank
Japan
$143M +$143M +2,076,790 New
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$130M -$1.66M -24,146 -1%
APW
49
Austin Private Wealth
Texas
$127M +$265K +3,848 +0.2%
ST
50
Spinnaker Trust
Maine
$125M +$69.6M +1,008,858 +126%
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