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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 %
FP
701
Fiduciary Planning
Florida
$846K -$3.78K -56 -0.4%
Deutsche Bank
702
Deutsche Bank
Germany
$843K +$281K +4,168 +50%
ACM
703
Altrius Capital Management
North Carolina
$839K -$28.5K -422 -3%
DC
704
Defender Capital
North Carolina
$837K +$108K +1,600 +15%
TC
705
TAP Consulting
Missouri
$835K +$90.5K +1,341 +12%
LFA
706
LGT Financial Advisors
Texas
$830K -$127K -1,882 -13%
CCM
707
Crew Capital Management
Ohio
$829K -$127K -1,887 -13%
I
708
INVST
Indiana
$823K +$15.5K +229 +2%
CAL
709
Capital Advisors Ltd
Ohio
$821K – – –
JIP
710
Jaffetilchin Investment Partners
Florida
$821K -$19K -282 -2%
UCFA
711
United Capital Financial Advisors
Texas
$820K -$42.9K -636 -5%
EA
712
Emerald Advisors
Washington
$819K +$47.2K +686 +6%
AWM
713
Accurate Wealth Management
Florida
$819K +$16.2K +236 +2%
CAAS
714
Capital Asset Advisory Services
Michigan
$816K -$560K -8,310 -41%
RPCONE
715
Retirement Planning Company of New England
Rhode Island
$813K +$7.7K +114 +1%
IC
716
IEQ Capital
California
$811K +$68 +1 +0%
AG
717
AlTi Global
New York
$803K +$473 +7 +0.1%
BF
718
Brogan Financial
Tennessee
$800K +$13.8K +204 +2%
FPW
719
Flagship Private Wealth
Massachusetts
$797K -$71.7K -1,062 -8%
CA
720
Clearstead Advisors
Ohio
$795K -$19.7K -292 -2%
AMM
721
American Money Management
California
$781K -$13.1K -194 -2%
EWA
722
Etesian Wealth Advisors
Oregon
$781K +$781K +11,562 New
PTP
723
Platform Technology Partners
New York
$780K +$190K +2,818 +32%
RBFC
724
Roman Butler Fullerton & Co
Missouri
$779K -$29.9K -439 -4%
LWM
725
Liberty Wealth Management
California
$778K +$105K +1,562 +16%
27 28
29
30 31