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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 %
FAP
626
Financial Advisory Partners
Florida
$2M +$43.8K +636 +2%
KCPG
627
Kavar Capital Partners Group
Kansas
$1.99M +$15.5K +225 +0.8%
MWM
628
MBE Wealth Management
Wisconsin
$1.98M +$267K +3,869 +16%
JSW
629
Journey Strategic Wealth
New Jersey
$1.98M -$1.09M -15,838 -36%
IWS
630
Integrity Wealth Solutions
Colorado
$1.98M +$10K +145 +0.5%
HSG
631
Helen Stephens Group
Texas
$1.95M -$298K -4,317 -13%
RMAM
632
Raab & Moskowitz Asset Management
New Jersey
$1.94M -$11.6K -168 -0.6%
VIP
633
Vantage Investment Partners
Missouri
$1.93M -$19.3K -280 -1%
WHCI
634
W.H. Cornerstone Investments
Massachusetts
$1.93M -$48.1K -698 -2%
SF
635
Safeguard Financial
Wisconsin
$1.92M -$177K -2,561 -8%
AWM
636
Abound Wealth Management
Tennessee
$1.91M +$238K +3,456 +14%
WP
637
WealthShield Partners
North Carolina
$1.91M -$9.58K -139 -0.5%
PIA
638
Pinion Investment Advisors
Kansas
$1.91M -$12.3K -179 -0.6%
HT
639
Headlands Technologies
Illinois
$1.88M +$1.27M +18,479 +209%
CIA
640
Cape Investment Advisory
Georgia
$1.88M +$284K +4,117 +18%
YIA
641
YHB Investment Advisors
Connecticut
$1.86M -$50.8K -737 -3%
RFP
642
Root Financial Partners
California
$1.86M +$68.5K +993 +4%
RWA
643
Rooted Wealth Advisors
Illinois
$1.85M -$1.94K -28 -0.1%
SSW
644
Stone Summit Wealth
Florida
$1.82M -$34.7K -503 -2%
NFP
645
Narus Financial Partners
Utah
$1.82M +$73.9K +1,072 +4%
IA
646
Insight Advisors
Pennsylvania
$1.81M +$306K +4,418 +20%
SWM
647
Schwallier Wealth Management
Michigan
$1.81M -$91.8K -1,331 -5%
SS
648
SBI Securities
Japan
$1.81M +$1.81M +26,258 New
VIM
649
Vista Investment Management
Pennsylvania
$1.81M -$61.6K -894 -3%
RFN
650
Redwood Financial Network
Ohio
$1.79M +$77.6K +1,125 +5%
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