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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 %
RIS
726
Richmond Investment Services
Wisconsin
$1.27M +$1.27M +18,394 New
BA
727
Bluesphere Advisors
Pennsylvania
$1.26M – – –
CFG
728
Copley Financial Group
California
$1.26M +$347K +5,039 +38%
Q1WB
729
Quest 10 Wealth Builders
Virginia
$1.25M +$1.25M +18,121 New
PCIA
730
Prime Capital Investment Advisors
Kansas
$1.25M +$180K +2,610 +17%
KFG
731
Kingdom Financial Group
Arizona
$1.25M -$90.7K -1,316 -7%
TF
732
Trek Financial
Arizona
$1.24M +$129K +1,866 +12%
FL
733
FreeGulliver LLC
Louisiana
$1.23M -$102K -1,480 -8%
RWM
734
Ritholtz Wealth Management
New York
$1.21M -$138 -2 -0%
CWP
735
Concord Wealth Partners
Virginia
$1.19M -$37.2K -540 -3%
TA
736
TFG Advisers
Michigan
$1.19M +$67.7K +982 +6%
EWA
737
EP Wealth Advisors
California
$1.17M +$610K +8,855 +109%
FWM
738
Fingerlakes Wealth Management
New York
$1.17M -$38.5K -559 -3%
LWMNY
739
Landmark Wealth Management (New York)
New York
$1.17M -$106K -1,535 -8%
CPA
740
Clear Point Advisors
New York
$1.16M -$345 -5 -0%
MA
741
Mosaic Advisors
Texas
$1.15M +$1.15M +16,708 New
CTWM
742
Cherry Tree Wealth Management
Minnesota
$1.15M -$55.8K -810 -5%
CWS
743
Confluence Wealth Services
Pennsylvania
$1.13M -$42.5K -592 -4%
EAM
744
Empirical Asset Management
Massachusetts
$1.13M +$43.9K +1,482 +4%
SCM
745
Sebold Capital Management
Illinois
$1.11M -$7.86K -114 -0.7%
AA
746
AlphaMark Advisors
Kentucky
$1.11M +$42.8K +621 +4%
SAM
747
Smartleaf Asset Management
Massachusetts
$1.11M +$368K +5,317 +49%
RPGK
748
Retirement Planning Group (Kansas)
Kansas
$1.1M +$871K +12,629 +374%
3F
749
360 Financial
Minnesota
$1.1M +$39K +566 +4%
NW
750
NewEdge Wealth
Pennsylvania
$1.1M – – –
28 29
30
31 32