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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,090 hedge funds and large institutions have $31.5B invested in SPDR Portfolio S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 471 increasing their positions, 402 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+43
Holders Change %
+4.11%
% of All Funds
15.77%
Holding in Top 10
227
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.71%
% of All Funds
3.28%
New
107
Increased
471
Reduced
402
Closed
57
Calls
$17.3M
Puts
$11.4M
Net Calls
+$5.91M
Net Calls Change
+$4.99M

Top Buyers

1
Invesco
1
Invesco
Georgia
$892M
2
Betterment LLC
2
Betterment LLC
New York
$3.31B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$727M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M
5
LPL Financial
5
LPL Financial
California
$2.41B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.1M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$53.1M
4
ACM
4
Advance Capital Management
Michigan
$847M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
476
FWG Investments
Kentucky
$3.03M +$76.4K +1,132 +3%
RFG
477
Range Financial Group
Oregon
$3.02M -$3.84M -56,886 -56%
LCWP
478
Legacy Capital Wealth Partners
Arkansas
$3.01M +$1.64M +24,363 +120%
JSW
479
Journey Strategic Wealth
New Jersey
$3.01M +$2.2M +32,593 +272%
VVP
480
Venture Visionary Partners
Ohio
$3M +$132K +1,953 +5%
CWM
481
Congress Wealth Management
Massachusetts
$2.99M -$399K -5,917 -12%
MAM
482
Madison Asset Management
Wisconsin
$2.96M +$2.96M +43,827 New
PFA
483
Pinnacle Family Advisors
Missouri
$2.95M -$161K -2,378 -5%
JWCA
484
J.W. Cole Advisors
Florida
$2.95M +$302K +4,473 +11%
AA
485
Alesco Advisors
New York
$2.94M -$36.3K -538 -1%
HPA
486
High Probability Advisors
New York
$2.93M +$266K +3,935 +10%
LA
487
Latitude Advisors
Florida
$2.88M +$824K +12,204 +40%
WIC
488
Woodmont Investment Counsel
Tennessee
$2.86M -$45K -666 -2%
GF
489
Gries Financial
Ohio
$2.85M +$1.36M +20,094 +91%
MWC
490
MBM Wealth Consultants
Missouri
$2.85M +$473 +7 +0%
TVWM
491
Tower View Wealth Management
Wisconsin
$2.85M +$748K +11,084 +36%
AWA
492
Alaska Wealth Advisors
Alaska
$2.83M -$115K -1,704 -4%
FTDI
493
First Trust Direct Indexing
Massachusetts
$2.81M +$160K +2,371 +6%
GT
494
Greenleaf Trust
Michigan
$2.77M +$270 +4 +0%
BOSSRA
495
B.O.S.S. Retirement Advisors
Utah
$2.76M +$1.29M +19,066 +87%
NWM
496
Napa Wealth Management
California
$2.76M +$28.7K +425 +1%
AIS
497
American Investment Services
Massachusetts
$2.75M -$111K -1,639 -4%
Bank of New York Mellon
498
Bank of New York Mellon
New York
$2.75M -$1.88M -27,901 -41%
Bank of Montreal
499
Bank of Montreal
Ontario, Canada
$2.72M +$73.1K +1,087 +3%
IFPG
500
Intrepid Financial Planning Group
Indiana
$2.72M -$45.2K -670 -2%
18 19
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