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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.

Holders
1,236
Holders Change
+146
Holders Change %
+13.39%
% of All Funds
16.46%
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
1
Jones Financial Companies
Missouri
$1.07B
2
Betterment LLC
2
Betterment LLC
New York
$3.65B
3
LPL Financial
3
LPL Financial
California
$2.71B
4
NP
4
NorthRock Partners
Minnesota
$222M
5
IAA
5
Independent Advisor Alliance
North Carolina
$211M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$639M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$650M
4
AF
4
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$124M 1,798,653 +159,260 +10%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$122M 1,763,706 +337,352 +24%
SHGA
53
Sand Hill Global Advisors
California
$115M 1,663,681 +9,261 +0.6%
ACA
54
Aptus Capital Advisors
Alabama
$110M 1,595,653 +318,463 +25%
UBS Group
55
UBS Group
Switzerland
$109M 1,584,244 +548,217 +53%
MML Investors Services
56
MML Investors Services
Massachusetts
$109M 1,580,015 +181,630 +13%
GLA
57
Good Life Advisors
Pennsylvania
$109M 1,578,323 +56,137 +4%
UF
58
Univest Financial
Pennsylvania
$109M 1,576,445 +379,830 +32%
IWC
59
Integrated Wealth Concepts
Massachusetts
$105M 1,518,849 -14,363 -0.9%
PCA
60
Prosperity Capital Advisors
Ohio
$97.6M 1,415,118 +85,840 +6%
ACM
61
AlphaStar Capital Management
North Carolina
$94.1M 1,364,468 -284,355 -17%
KW
62
KWB Wealth
California
$89.8M 1,329,636 -29,655 -2%
SAM
63
Standpoint Asset Management
Arizona
$88.2M 1,279,200 – –
TLIC
64
Taiyo Life Insurance Company
Japan
$85.2M 1,235,500 -310,000 -20%
State Street
65
State Street
Massachusetts
$84.4M 1,224,824 -39,772 -3%
RIG
66
RiverFront Investment Group
Virginia
$84.1M 1,219,301 +24,958 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$81.9M 1,188,342 +188,034 +19%
APTFM
68
AGUR Provident & Training Funds Management
Israel
$77.8M 1,128,194 -543,500 -33%
SWP
69
Stratos Wealth Partners
Ohio
$76.5M 1,110,251 -157,712 -12%
CIA
70
Compass Ion Advisors
Pennsylvania
$76M 1,102,789 +3,890 +0.4%
CIAS
71
CFS Investment Advisory Services
New Jersey
$75.5M 1,095,206 -7,924 -0.7%
OFS
72
OneAscent Financial Services
Alabama
$73.8M 1,071,126 +1,071,126 New
HWM
73
Horizon Wealth Management
Illinois
$72.6M 1,053,759 -161,022 -13%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$72.3M 1,048,412 +130,123 +14%
4WM
75
49 Wealth Management
Texas
$70.5M 1,022,501 +175,051 +21%
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