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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 %
CWM
701
CIBC World Markets
New York
$1.4M -$40.9K -593 -3%
SWA
702
Stratos Wealth Advisors
Ohio
$1.39M -$811K -11,768 -37%
RCA
703
Ranch Capital Advisors
Florida
$1.39M -$28.2K -409 -2%
BWMG
704
Barnes Wealth Management Group
California
$1.39M +$1.39M +20,091 New
KCFA
705
Key Client Fiduciary Advisors
New Jersey
$1.37M +$76.8K +1,114 +6%
RIA
706
Realta Investment Advisors
Delaware
$1.36M +$1.33M +19,172 +4,891%
DC
707
Davenport & Co
Virginia
$1.36M +$13.4K +195 +1%
JWM
708
JPL Wealth Management
Colorado
$1.35M +$1.35M +19,630 New
SA
709
Sovran Advisors
California
$1.35M +$1.35M +19,747 New
SMC
710
Smith, Moore & Co
Missouri
$1.35M +$414 +6 +0%
FCC
711
Flower City Capital
New York
$1.34M -$37K -536 -3%
MFG
712
Magnus Financial Group
New York
$1.33M +$90.7K +1,315 +7%
BFG
713
Bleakley Financial Group
New Jersey
$1.33M +$45.2K +656 +4%
CAM
714
Cobblestone Asset Management
Virginia
$1.32M +$69.1K +1,003 +6%
SFM
715
Signet Financial Management
New Jersey
$1.32M +$9.58K +139 +0.7%
PCA
716
Pallas Capital Advisors
Massachusetts
$1.32M -$9.45K -137 -0.7%
EAM
717
Evanson Asset Management
California
$1.31M +$645K +9,355 +96%
OGF
718
Orin Green Financial
California
$1.3M -$1.29M -19,076 Closed
MGP
719
Metis Global Partners
California
$1.28M +$839K +12,174 +189%
EWA
720
Etesian Wealth Advisors
Oregon
$1.28M +$480K +6,966 +60%
FWM
721
FSR Wealth Management
Illinois
$1.27M +$1.27M +18,459 New
LBC
722
Leigh Baldwin & Co
New York
$1.27M +$1.27M +18,454 New
RCWM
723
Red Crane Wealth Management
California
$1.27M +$1.27M +18,450 New
TF
724
Threadgill Financial
Texas
$1.27M +$24.1K +349 +2%
LSAG
725
Lake Street Advisors Group
New Hampshire
$1.27M +$4.34K +63 +0.3%
27 28
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