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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 %
CWM
551
Congress Wealth Management
Massachusetts
$3.06M +$4.07K +59 +0.1%
Tudor Investment Corp
552
Tudor Investment Corp
Connecticut
$3.04M -$8.09M -117,374 -73%
First Trust Advisors
553
First Trust Advisors
Illinois
$3.02M +$3.02M +43,751 New
MWC
554
MBM Wealth Consultants
Missouri
$3M +$99.9K +1,453 +3%
BCMO
555
Buckingham Capital Management (Ohio)
Ohio
$2.99M -$319K -4,632 -10%
SIM
556
Synergy Investment Management
Florida
$2.97M +$2.97M +43,037 New
GF
557
Gries Financial
Ohio
$2.94M +$24.4K +354 +0.8%
PPC
558
Park Place Capital
Alabama
$2.93M +$1.49M +21,557 +103%
BRWA
559
B. Riley Wealth Advisors
Florida
$2.92M -$806K -11,689 -22%
WIC
560
Woodmont Investment Counsel
Tennessee
$2.92M – – –
PFA
561
Pinnacle Family Advisors
Missouri
$2.92M -$95.3K -1,382 -3%
AWA
562
Alaska Wealth Advisors
Alaska
$2.91M +$19.9K +289 +0.7%
AF
563
Aldebaran Financial
$2.91M +$268K +3,873 +10%
CWG
564
Cornerstone Wealth Group
North Carolina
$2.89M +$1.92M +27,892 +199%
AAS
565
Annex Advisory Services
Wisconsin
$2.87M +$134K +1,949 +5%
IFPG
566
Intrepid Financial Planning Group
Indiana
$2.86M +$79.7K +1,156 +3%
GT
567
Greenleaf Trust
Michigan
$2.85M +$25.6K +371 +0.9%
NA
568
Novus Advisors
South Carolina
$2.85M +$2.85M +41,314 New
USCWA
569
U.S. Capital Wealth Advisors
Texas
$2.84M +$150K +2,173 +6%
HF
570
HRT Financial
New York
$2.81M +$2.81M +40,691 New
VF
571
Vestment Financial
Minnesota
$2.78M +$2.78M +40,194 New
RWB
572
RMR Wealth Builders
New Jersey
$2.75M +$1.53M +22,161 +125%
AIS
573
American Investment Services
Massachusetts
$2.74M -$66.8K -969 -2%
MG
574
McHugh Group
Ohio
$2.7M +$2.7M +38,943 New
GM
575
GeoWealth Management
Illinois
$2.69M -$432K -6,270 -14%
21 22
23
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