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 %
WIP
676
WealthCare Investment Partners
Rhode Island
$957K -$43.3K -649 -4%
SF
677
Synovus Financial
Georgia
$953K +$520K +7,698 +120%
CB
678
Chris Bulman
California
$947K -$939K -13,908 -50%
CWG
679
Cornerstone Wealth Group
North Carolina
$945K +$601K +8,904 +175%
AWM
680
Apollon Wealth Management
South Carolina
$938K -$105K -1,559 -10%
CAMV
681
Concord Asset Management (Virginia)
Virginia
$930K +$52.5K +777 +6%
FA
682
FSA Advisors
Michigan
$927K -$184K -2,785 -17%
FOA
683
Five Oceans Advisors
California
$923K -$93.4K -1,384 -9%
SL
684
Sentinus LLC
Illinois
$918K +$718K +14,643 +359%
HA
685
Hofer & Associates
California
$916K +$7.9K +117 +0.9%
DRS
686
Deane Retirement Strategies
Louisiana
$916K -$22.8K -338 -2%
MIAS
687
Mason Investment Advisory Services
Virginia
$911K – – –
EFG
688
Embree Financial Group
Illinois
$910K +$2.9K +43 +0.3%
LFG
689
Leverty Financial Group
Wisconsin
$903K +$192K +2,842 +27%
TPWA
690
Twin Peaks Wealth Advisors
California
$901K -$46.6K -690 -5%
AWM
691
Avior Wealth Management
Nebraska
$893K -$28.5K -422 -3%
CFG
692
Copley Financial Group
California
$890K +$890K +13,186 New
SL
693
SFM LLC
New Hampshire
$867K -$9.38K -139 -1%
NIWA
694
New Insight Wealth Advisors
California
$865K +$408K +6,048 +89%
CB
695
Commerce Bank
Missouri
$863K -$96.2K -1,425 -10%
IFPL
696
Investments & Financial Planning LLC
Kentucky
$856K -$77.1K -1,142 -8%
SAI
697
Savvy Advisors Inc
New York
$855K -$675 -10 -0.1%
SAM
698
Strategy Asset Managers
California
$851K +$851K +12,604 New
UAG
699
United Advisor Group
Ohio
$850K +$382K +5,657 +82%
AIM
700
Anchor Investment Management
South Carolina
$847K +$42.8K +634 +5%
26 27
28
29 30