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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 %
ECM
576
Evergreen Capital Management
Washington
$2.69M – – –
WWP
577
WR Wealth Planners
Missouri
$2.68M -$2.74M -39,805 -51%
AAS
578
Asset Allocation Strategies
Michigan
$2.67M +$2.41M +33,926 +906%
TPW
579
Talon Private Wealth
Florida
$2.62M +$1.98M +28,775 +312%
SIM
580
Stratos Investment Management
Ohio
$2.57M +$2.14M +30,988 +492%
SPWM
581
Schrum Private Wealth Management
Florida
$2.57M -$2.03M -29,415 -44%
LA
582
LexAurum Advisors
Kansas
$2.56M +$2.41K +35 +0.1%
LGA
583
Lebenthal Global Advisors
New York
$2.55M +$2.55M +37,021 New
CGFA
584
Colton Groome Financial Advisors
North Carolina
$2.54M +$215K +3,113 +9%
MWM
585
MFG Wealth Management
Indiana
$2.53M +$2.53M +36,683 New
AWM
586
Arista Wealth Management
Nevada
$2.52M – – –
DWM
587
Dakota Wealth Management
Florida
$2.51M +$223K +3,231 +10%
WFAG
588
Worth Financial Advisory Group
North Carolina
$2.5M -$39.9K -579 -2%
SF
589
Slagle Financial
Illinois
$2.48M +$214K +3,108 +9%
HFO
590
Heritage Family Offices
Arizona
$2.48M +$166K +2,415 +7%
CG
591
Corundum Group
Colorado
$2.45M +$2.45M +35,473 New
VAMG
592
Voisard Asset Management Group
Michigan
$2.44M -$3.4M -49,295 -58%
WCA
593
Westover Capital Advisors
Delaware
$2.44M -$2.37M -34,392 -49%
DP
594
Dearborn Partners
Illinois
$2.43M +$714K +10,353 +42%
AWA
595
Arkadios Wealth Advisors
Georgia
$2.41M -$38.7K -561 -2%
JFA
596
JNBA Financial Advisors
Minnesota
$2.39M -$73.8K -1,070 -3%
NC
597
Napatree Capital
Rhode Island
$2.37M +$2.12M +30,747 +853%
PTC
598
Private Trust Company
Ohio
$2.37M +$119K +1,732 +5%
SDWMA
599
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.32M +$49.2K +713 +2%
CA
600
Calton & Associates
Florida
$2.31M -$1.85M -26,781 -44%
22 23
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