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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 %
AIM
801
Acropolis Investment Management
Missouri
$538K -$10.1K -149 -2%
OSAM
802
O'Shaughnessy Asset Management
Connecticut
$535K +$46.7K +680 +10%
M1FG
803
Mach-1 Financial Group
Arkansas
$523K +$34.2K +507 +7%
SWM
804
Sendero Wealth Management
Texas
$517K +$517K +7,658 New
MA
805
MJP Associates
Connecticut
$516K +$810 +12 +0.2%
LC
806
Lavaca Capital
Texas
$515K +$515K +7,633 New
AFA
807
American Financial Advisors
Georgia
$514K +$192K +2,847 +60%
AA
808
AJ Advisors
Tennessee
$514K -$6.28K -93 -1%
HGERS
809
Householder Group Estate & Retirement Specialist
Arizona
$512K +$220K +3,259 +75%
HNW
810
High Note Wealth
Minnesota
$507K -$2.03K -30 -0.4%
OWA
811
Outlook Wealth Advisors
Texas
$502K -$48.1K -712 -9%
LWM
812
LongView Wealth Management
Georgia
$494K +$63.5K +940 +15%
PMFA
813
Plante Moran Financial Advisors
Michigan
$491K +$4.66K +69 +1%
IAN
814
Integrated Advisors Network
Texas
$489K -$40.2K -595 -8%
FFG
815
Fiduciary Financial Group
California
$471K +$1.48K +22 +0.3%
AI
816
Accredited Investors
Minnesota
$467K +$467K +6,919 New
PPWM
817
PFG Private Wealth Management
Florida
$463K +$7.36K +109 +2%
MRCM
818
M&R Capital Management
New Jersey
$463K +$259K +3,832 +126%
FCA
819
FLC Capital Advisors
California
$457K -$26K -385 -5%
BC
820
Brio Consultants
California
$454K +$48.8K +723 +12%
MWM
821
MY Wealth Management
Maryland
$449K +$81K +1,200 +22%
JCM
822
Jacobi Capital Management
Pennsylvania
$448K +$448K +6,631 New
WS
823
Wedbush Securities
California
$447K -$8.98K -133 -2%
MWM
824
MGB Wealth Management
Texas
$441K – – –
AF
825
Allworth Financial
California
$437K -$130K -1,929 -23%
31 32
33
34 35