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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 %
LI
601
LifeWealth Investments
Florida
$2.31M +$2.31M +33,450 New
CCM
602
Condor Capital Management
New Jersey
$2.29M -$23.7K -344 -1%
D
603
Dentgroup
Louisiana
$2.28M -$1.44M -20,946 -39%
EMAM
604
Encompass More Asset Management
California
$2.26M +$1.82M +26,423 +419%
FA
605
Fermata Advisors
California
$2.25M +$24.8K +360 +1%
FGG
606
Financial Guidance Group
Florida
$2.24M +$480K +6,957 +27%
SWMG
607
Sanchez Wealth Management Group
Florida
$2.24M +$57.4K +832 +3%
IPWA
608
International Private Wealth Advisors
California
$2.23M +$1.46M +21,164 +189%
WT
609
Whittier Trust
California
$2.23M -$41.4K -600 -2%
OC
610
Optima Capital
Oregon
$2.2M +$2.2M +31,945 New
WFS
611
WealthGarden F.S.
California
$2.2M +$286K +4,149 +15%
AFG
612
Atomi Financial Group
New York
$2.15M -$39.6K -574 -2%
MPCL
613
My Personal CFO LLC
Washington
$2.12M -$7.24K -105 -0.3%
AC
614
Apella Capital
Connecticut
$2.12M +$827 +12 +0%
TFA
615
Teamwork Financial Advisors
Texas
$2.11M -$8.96K -130 -0.4%
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$2.11M +$204K +2,952 +11%
BCFS
617
Butensky & Cohen Financial Security
Florida
$2.1M -$61.4K -891 -3%
MCM
618
MAI Capital Management
Ohio
$2.08M +$463K +6,718 +29%
SFG
619
Sterling Financial Group
California
$2.07M – – –
MWA
620
MN Wealth Advisors
Kansas
$2.06M +$135K +1,960 +7%
DAS
621
Diversify Advisory Services
Utah
$2.06M -$328K -4,806 -14%
CIAS
622
Capital Investment Advisory Services
North Carolina
$2.05M +$854K +12,385 +71%
FWI
623
Facet Wealth Inc
Maryland
$2.05M -$81.6K -1,155 -4%
SEA
624
Stegent Equity Advisors
Texas
$2.04M +$201K +2,913 +11%
LIA
625
LBMC Investment Advisors
Tennessee
$2.02M +$175K +2,545 +10%
23 24
25
26 27