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

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.1M
2
OFS
OneAscent Financial Services
Alabama
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$53.1M
4
ACM
Advance Capital Management
Michigan
$847M
5
Two Sigma Investments
Two Sigma Investments
New York
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
551
Pinion Investment Advisors
Kansas
$1.88M -$42.9K -636 -2%
WP
552
WealthShield Partners
North Carolina
$1.88M +$31.1K +460 +2%
AWM
553
Axxcess Wealth Management
California
$1.88M -$633K -9,377 -25%
YIA
554
YHB Investment Advisors
Connecticut
$1.87M +$790K +11,698 +73%
WFS
555
WealthGarden F.S.
California
$1.87M -$65.3K -968 -3%
OSNBOA
556
Old Second National Bank of Aurora
Illinois
$1.87M +$484K +7,162 +35%
SWM
557
Schwallier Wealth Management
Michigan
$1.86M +$57K +844 +3%
FEM
558
Fulcrum Equity Management
Texas
$1.84M -$375K -5,557 -17%
VIM
559
Vista Investment Management
Pennsylvania
$1.83M -$39.8K -590 -2%
SSW
560
Stone Summit Wealth
Florida
$1.82M -$1.76K -26 -0.1%
LIA
561
LBMC Investment Advisors
Tennessee
$1.81M +$749K +11,090 +71%
SEA
562
Stegent Equity Advisors
Texas
$1.81M – – –
RWA
563
Rooted Wealth Advisors
Illinois
$1.79M -$36.9K -553 -2%
MIFH
564
Migdal Insurance & Financial Holdings
Israel
$1.78M +$472K +6,990 +36%
RFP
565
Root Financial Partners
California
$1.75M +$1.4M +20,771 +399%
HAM
566
Harmony Asset Management
Arizona
$1.75M -$134K -1,991 -7%
TCFP
567
Treasure Coast Financial Planning
Florida
$1.73M – – –
FGG
568
Financial Guidance Group
Florida
$1.73M +$740K +10,954 +75%
RJT
569
Raymond James Trust
Florida
$1.72M +$63.2K +936 +4%
NFP
570
Narus Financial Partners
Utah
$1.71M +$23.7K +351 +1%
CMBA
571
C.M. Bidwell & Associates
Hawaii
$1.69M – – –
MWM
572
MBE Wealth Management
Wisconsin
$1.68M +$132K +1,961 +9%
DP
573
Dearborn Partners
Illinois
$1.68M +$127K +1,887 +8%
RFN
574
Redwood Financial Network
Ohio
$1.67M +$137K +2,032 +9%
Focus Partners Wealth
575
Focus Partners Wealth
Massachusetts
$1.65M -$14.2M -211,801 -90%
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