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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 %
AWM
776
Apollon Wealth Management
South Carolina
$966K +$8.62K +125 +0.9%
QCM
777
QRG Capital Management
Illinois
$949K +$182K +2,642 +24%
EFG
778
Embree Financial Group
Illinois
$943K +$14K +203 +2%
HA
779
Hofer & Associates
California
$943K +$6.83K +99 +0.7%
QAM
780
Q3 Asset Management
Michigan
$940K +$940K +13,648 New
MWM
781
Moran Wealth Management
Florida
$930K +$930K +13,491 New
BTWM
782
Baker Tilly Wealth Management
Wisconsin
$919K -$82.3K -1,194 -8%
DRS
783
Deane Retirement Strategies
Louisiana
$906K -$28.8K -418 -3%
LFG
784
Leverty Financial Group
Wisconsin
$905K -$17.2K -249 -2%
NCM
785
Northwest Capital Management
Oregon
$904K -$315K -4,565 -26%
MIAS
786
Mason Investment Advisory Services
Virginia
$900K -$30.2K -438 -3%
UAG
787
United Advisor Group
Ohio
$882K +$13.5K +196 +2%
IC
788
IEQ Capital
California
$882K +$53.6K +777 +6%
AIM
789
Anchor Investment Management
South Carolina
$877K +$12.4K +180 +1%
PTP
790
Platform Technology Partners
New York
$875K +$79.1K +1,148 +10%
SIAS
791
Summit Investment Advisory Services
Minnesota
$875K +$265K +3,840 +43%
JSA
792
Jacobson & Schmitt Advisors
Wisconsin
$869K -$112K -1,627 -11%
FP
793
Fiduciary Planning
Florida
$865K +$896 +13 +0.1%
Deutsche Bank
794
Deutsche Bank
Germany
$860K -$1.1K -16 -0.1%
IFPL
795
Investments & Financial Planning LLC
Kentucky
$859K -$15.1K -219 -2%
OPWM
796
Oregon Pacific Wealth Management
Oregon
$857K +$857K +12,438 New
DC
797
Defender Capital
North Carolina
$855K – – –
RPCONE
798
Retirement Planning Company of New England
Rhode Island
$853K +$23K +333 +3%
BOC
799
Blue Oak Capital
California
$852K +$852K +12,352 New
I
800
INVST
Indiana
$850K +$10.1K +146 +1%
30 31
32
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