SPLG icon

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 %
RWA
751
Redhawk Wealth Advisors
Minnesota
$1.09M -$345 -5 -0%
PFG
752
Prosperity Financial Group
California
$1.09M -$141K -2,038 -11%
AWM
753
Avior Wealth Management
Nebraska
$1.09M +$177K +2,567 +19%
SWM
754
SFG Wealth Management
Maryland
$1.08M -$55.8K -810 -5%
WIP
755
WealthCare Investment Partners
Rhode Island
$1.07M +$85.6K +1,244 +9%
FMN
756
Financial Management Network
California
$1.07M -$17.1K -245 -2%
VCA
757
Verdence Capital Advisors
Maryland
$1.07M -$45.4K -659 -4%
WEG
758
World Equity Group
Illinois
$1.06M +$1.06M +15,310 New
TC
759
TAP Consulting
Missouri
$1.05M +$195K +2,833 +23%
PFG
760
Pacific Financial Group
Washington
$1.04M -$387K -5,620 -27%
CB
761
Community Bank
New York
$1.04M -$12.9K -187 -1%
EWA
762
EverSource Wealth Advisors
Alabama
$1.04M +$2.55K +37 +0.2%
CAMV
763
Concord Asset Management (Virginia)
Virginia
$1.04M +$86.1K +1,249 +9%
AIA
764
AssuredPartners Investment Advisors
Florida
$1.03M +$1.03M +14,906 New
SWA
765
Serenus Wealth Advisors
California
$1.03M +$1.03M +14,881 New
NF
766
Nikulski Financial
Iowa
$1.02M -$15.1K -219 -1%
SIA
767
Strategic Investment Advisors
Michigan
$1.01M -$58.3K -845 -5%
NIWA
768
New Insight Wealth Advisors
California
$1M +$119K +1,719 +13%
FFO
769
Fortitude Family Office
Arizona
$1M +$552 +8 +0.1%
B
770
Bensler
Washington
$996K -$46.7K -677 -4%
WFA
771
Wells Financial Advisors
Massachusetts
$994K -$563K -8,162 -36%
TVM
772
True Vision MN
Minnesota
$992K +$992K +14,388 New
TF
773
TLWM Financial
Texas
$985K +$3.72K +54 +0.4%
JIP
774
Jaffetilchin Investment Partners
Florida
$983K +$145K +2,106 +17%
TPWA
775
Twin Peaks Wealth Advisors
California
$983K +$63.4K +920 +7%
29 30
31
32 33