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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 %
AUB
751
Atlantic Union Bankshares
Virginia
$679K – – –
TC
752
Trilogy Capital
California
$678K +$28.4K +421 +4%
AHB
753
Abner Herrman & Brock
New Jersey
$678K +$678K +10,040 New
Empower Advisory Group
754
Empower Advisory Group
Colorado
$675K +$16.1K +239 +2%
ACM
755
Advisors Capital Management
New Jersey
$673K +$421K +6,235 +167%
CFP
756
Cypress Financial Planning
New Jersey
$672K -$167K -2,479 -20%
PFA
757
Peak Financial Advisors
Colorado
$666K -$141K -2,085 -17%
PFS
758
Prospera Financial Services
Texas
$661K -$2.16M -32,033 -77%
ORG
759
Optimist Retirement Group
Washington
$660K +$1.08K +16 +0.2%
EFS
760
Econ Financial Services
Pennsylvania
$657K -$2.2M -32,589 -77%
EAM
761
Evanson Asset Management
California
$656K +$248K +3,677 +61%
RW
762
Regimen Wealth
Georgia
$654K +$10.3K +152 +2%
JIC
763
Johnson Investment Counsel
Ohio
$653K +$653K +9,672 New
FC
764
Financial Consulate
Maryland
$648K -$107K -1,592 -14%
DC
765
Destiny Capital
Colorado
$646K -$48.9K -730 -7%
SA
766
Stewardship Advisors
Pennsylvania
$643K -$156K -2,315 -20%
CWM
767
Cranbrook Wealth Management
Michigan
$641K – – –
CPA
768
Capital Planning Advisors
California
$639K -$1.42M -21,106 -69%
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
$637K +$13K +193 +2%
FA
770
Fortis Advisors
Pennsylvania
$633K +$57.2K +848 +10%
NWMG
771
National Wealth Management Group
Ohio
$633K -$1.72M -25,526 -73%
KFI
772
Key Financial Inc
Pennsylvania
$625K -$13.4K -199 -2%
TPW
773
Talon Private Wealth
Florida
$623K +$623K +9,235 New
PWS
774
Precision Wealth Strategies
Missouri
$621K +$111K +1,643 +22%
CFP
775
Catalyst Financial Partners
Massachusetts
$614K +$614K +9,097 New
29 30
31
32 33