SPLG icon

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 %
BL
526
Balentine LLC
Georgia
$3.5M -$209K -3,030 -6%
SFA
527
Semmax Financial Advisors
North Carolina
$3.48M +$362K +5,040 +12%
BFA
528
Bluestem Financial Advisors
Illinois
$3.47M -$29.6K -430 -0.8%
BFG
529
Beacon Financial Group
Texas
$3.47M -$12K -174 -0.3%
LRWM
530
Lord & Richards Wealth Management
Colorado
$3.45M +$3.45M +50,109 New
CFGF
531
Compass Financial Group (Florida)
Florida
$3.44M -$115K -1,671 -3%
FWM
532
Fonville Wealth Management
Virginia
$3.44M +$120K +1,737 +4%
JFG
533
JDM Financial Group
Texas
$3.42M -$19.6K -284 -0.6%
CFS
534
Commonwealth Financial Services
West Virginia
$3.41M +$208K +3,021 +7%
CPW
535
Catalyst Private Wealth
California
$3.4M – – –
NAM
536
NorthCrest Asset Manangement
Minnesota
$3.38M +$34.3K +498 +1%
HPA
537
High Probability Advisors
New York
$3.36M +$363K +5,262 +12%
FIA
538
Foundations Investment Advisors
Arizona
$3.31M -$583K -8,461 -15%
SWM
539
Spire Wealth Management
Virginia
$3.28M +$155K +2,244 +5%
RFN
540
RDA Financial Network
Iowa
$3.28M +$795K +11,528 +32%
VC
541
Vicus Capital
Pennsylvania
$3.22M -$57.2K -830 -2%
CFG
542
Cooper Financial Group
California
$3.22M +$1.19M +17,295 +59%
VIA
543
Vickerman Investment Advisors
Washington
$3.22M -$143K -2,077 -4%
ERIM
544
Eagle Ridge Investment Management
Connecticut
$3.17M +$2.05M +29,804 +184%
FI
545
FWG Investments
Kentucky
$3.16M +$59.7K +866 +2%
APP
546
Avantax Planning Partners
Iowa
$3.15M +$1.79K +26 +0.1%
JF
547
JSF Financial
California
$3.13M +$33.2K +482 +1%
APWA
548
Atlas Private Wealth Advisors
New Jersey
$3.09M +$2.51M +36,422 +432%
AA
549
Armis Advisers
Georgia
$3.09M +$3.09M +44,816 New
ISFAN
550
Investor's Fiduciary Advisor Network
Washington
$3.08M +$3.08M +44,745 New
20 21
22
23 24