SPLG icon

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
+$430M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$362M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$310M
5
LPL Financial
LPL Financial
California
+$236M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$75.2M
2
OFS
OneAscent Financial Services
Alabama
-$71.4M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$69.7M
4
ACM
Advance Capital Management
Michigan
-$69.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
626
Western Financial Corp
California
$1.27M -$214K -3,171 -14%
KCFA
627
Key Client Fiduciary Advisors
New Jersey
$1.27M +$361K +5,342 +40%
BFG
628
Bleakley Financial Group
New Jersey
$1.26M +$62.5K +926 +5%
LWMNY
629
Landmark Wealth Management (New York)
New York
$1.24M +$3.44K +51 +0.3%
LSAG
630
Lake Street Advisors Group
New Hampshire
$1.24M +$3.98K +59 +0.3%
BA
631
Bluesphere Advisors
Pennsylvania
$1.24M -$6.75K -100 -0.5%
STAS
632
Strong Tower Advisory Services
Minnesota
$1.23M +$1.23M +18,271 New
CAM
633
Cobblestone Asset Management
Virginia
$1.23M +$116K +1,715 +10%
TF
634
Threadgill Financial
Texas
$1.22M -$335K -4,962 -22%
RWP
635
RWA Wealth Partners
Massachusetts
$1.22M +$783K +11,602 +180%
MFG
636
Magnus Financial Group
New York
$1.22M -$107K -1,590 -8%
HFM
637
Hartford Financial Management
Connecticut
$1.21M +$268K +3,970 +28%
ES
638
ETF Store
Kansas
$1.21M +$82K +1,215 +7%
PFG
639
Prosperity Financial Group
California
$1.21M +$245K +3,631 +26%
CWP
640
Concord Wealth Partners
Virginia
$1.2M +$80.2K +1,188 +7%
RWB
641
RMR Wealth Builders
New Jersey
$1.19M +$1.19M +17,672 New
NCM
642
Northwest Capital Management
Oregon
$1.19M – – –
RWM
643
Ritholtz Wealth Management
New York
$1.19M -$76.4K -1,132 -6%
FWM
644
Fingerlakes Wealth Management
New York
$1.18M -$51.4K -762 -4%
CTWM
645
Cherry Tree Wealth Management
Minnesota
$1.18M – – –
CIAS
646
Capital Investment Advisory Services
North Carolina
$1.18M +$223K +3,299 +23%
TAM
647
Titleist Asset Management
Texas
$1.14M +$747K +11,062 +189%
CPA
648
Clear Point Advisors
New York
$1.14M +$135 +2 +0%
SWM
649
SFG Wealth Management
Maryland
$1.11M +$578K +8,560 +108%
CWS
650
Confluence Wealth Services
Pennsylvania
$1.11M +$29.1K +431 +3%
24 25
26
27 28