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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 %
SFA
776
Source Financial Advisors
New York
$609K -$40.5K -600 -6%
MCCP
777
Mission Creek Capital Partners
California
$608K – – –
FCM
778
Fourpath Capital Management
Oklahoma
$605K -$12.9K -191 -2%
MCM
779
Magnolia Capital Management
New York
$601K – – –
SIAS
780
Summit Investment Advisory Services
Minnesota
$598K +$598K +8,855 New
HT
781
Headlands Technologies
Illinois
$597K +$597K +8,844 New
EFA
782
Evernest Financial Advisors
Indiana
$596K -$867K -12,837 -59%
SFS
783
Summit Financial Strategies
Ohio
$593K +$10.5K +155 +2%
DW30
784
Drucker Wealth 3.0
New Jersey
$590K -$2.7K -40 -0.5%
Citigroup
785
Citigroup
New York
$589K +$26.9K +398 +5%
SFG
786
Sovereign Financial Group
Connecticut
$588K -$1.18M -17,420 -67%
AT
787
Arlington Trust
Alabama
$588K +$588K +8,708 New
FMWA
788
Forvis Mazars Wealth Advisors
Missouri
$579K +$129K +1,913 +29%
Vanguard Group
789
Vanguard Group
Pennsylvania
$574K -$49.6K -734 -8%
APWA
790
Atlas Private Wealth Advisors
New Jersey
$569K -$11.7K -173 -2%
ACS
791
Archford Capital Strategies
Illinois
$567K -$52.1K -758 -8%
CWM
792
Chemistry Wealth Management
New York
$565K -$2.09K -31 -0.4%
HWP
793
Heritage Wealth Partners
Ohio
$558K +$105K +1,562 +23%
TDC
794
Thompson Davis & Co
Virginia
$554K -$10.1K -150 -2%
RCM
795
Raleigh Capital Management
North Carolina
$549K -$24K -355 -4%
EWA
796
EP Wealth Advisors
California
$549K -$85.9K -1,272 -14%
OWA
797
ORBA Wealth Advisors
Illinois
$549K -$1.55K -23 -0.3%
SRWM
798
Shira Ridge Wealth Management
California
$543K -$40K -593 -7%
OBWG
799
Onyx Bridge Wealth Group
New York
$540K +$30.2K +448 +6%
GSIS
800
Global Strategic Investment Solutions
Arizona
$540K – – –
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