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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 %
FEM
651
Fulcrum Equity Management
Texas
$1.78M -$99K -1,436 -5%
TCFP
652
Treasure Coast Financial Planning
Florida
$1.76M – – –
PA
653
Perennial Advisors
New York
$1.76M +$1.76M +25,520 New
RFA
654
Resurgent Financial Advisors
Georgia
$1.75M +$449K +6,518 +34%
CCM
655
Coldstream Capital Management
Washington
$1.73M -$324K -4,705 -16%
HAM
656
Harmony Asset Management
Arizona
$1.73M -$55.2K -800 -3%
RB
657
Renasant Bank
Mississippi
$1.73M +$1.01M +14,617 +140%
AWM
658
Axxcess Wealth Management
California
$1.72M -$195K -2,828 -10%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$1.72M -$7.24K -105 -0.4%
SW
660
SMART Wealth
Nebraska
$1.71M +$97K +1,407 +6%
MIFH
661
Migdal Insurance & Financial Holdings
Israel
$1.7M -$118K -1,715 -6%
HSWS
662
Higgins & Schmidt Wealth Strategies
Colorado
$1.7M -$277K -4,013 -14%
Qube Research & Technologies (QRT)
663
Qube Research & Technologies (QRT)
United Kingdom
$1.7M +$985K +14,284 +138%
AFS
664
Access Financial Services
Minnesota
$1.7M +$24.6K +357 +1%
SPA
665
Sentinel Pension Advisors
Massachusetts
$1.68M -$1.51M -21,972 -47%
TFM
666
Trademark Financial Management
Minnesota
$1.65M +$1.65M +23,920 New
KWA
667
Kingswood Wealth Advisors
California
$1.65M +$21.9K +317 +1%
CAWM
668
Capital A Wealth Management
Pennsylvania
$1.65M +$1.65M +23,883 New
PFA
669
Professional Financial Advisors
Nebraska
$1.64M +$22.1K +321 +1%
STAS
670
Strong Tower Advisory Services
Minnesota
$1.62M +$365K +5,295 +29%
SPC
671
Spirepoint Private Client
Florida
$1.62M +$65.8K +955 +4%
TA
672
TrueWealth Advisors
Alabama
$1.61M +$32.3K +469 +2%
LCWP
673
Legacy Capital Wealth Partners
Arkansas
$1.6M -$1.48M -21,463 -48%
Neuberger Berman Group
674
Neuberger Berman Group
New York
$1.59M +$1.59M +23,060 New
Comerica Bank
675
Comerica Bank
Texas
$1.58M -$512K -7,423 -25%
25 26
27
28 29