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 %
UCFA
801
United Capital Financial Advisors
Texas
$850K +$12.8K +185 +2%
NAS
802
Nicolet Advisory Services
Wisconsin
$847K +$97.1K +1,421 +13%
CCM
803
Crew Capital Management
Ohio
$846K – – –
RBFC
804
Roman Butler Fullerton & Co
Missouri
$845K +$39.4K +558 +5%
SL
805
SFM LLC
New Hampshire
$845K -$40.5K -588 -5%
HH
806
Hilltop Holdings
Texas
$845K +$845K +12,253 New
EA
807
Emerald Advisors
Washington
$844K +$22.5K +326 +3%
CAL
808
Capital Advisors Ltd
Ohio
$838K – – –
MA
809
MAS Advisors
Florida
$836K -$836K -12,127 -50%
SWA
810
Sax Wealth Advisors
New Jersey
$834K +$834K +12,094 New
ACS
811
Archford Capital Strategies
Illinois
$828K +$259K +3,757 +46%
FOA
812
Five Oceans Advisors
California
$828K -$115K -1,669 -12%
XT
813
XTX Topco
Cayman Islands
$823K +$823K +11,944 New
AG
814
AlTi Global
New York
$820K +$620 +9 +0.1%
LFA
815
LGT Financial Advisors
Texas
$820K -$27.6K -401 -3%
CA
816
Clearstead Advisors
Ohio
$814K +$2.76K +40 +0.3%
NLWP
817
Next Level Wealth Planning
Idaho
$808K +$808K +11,725 New
LMKC
818
L.M. Kohn & Company
Ohio
$808K +$104K +1,515 +15%
SCP
819
Stevens Capital Partners
Nebraska
$801K +$55.7K +808 +7%
SA
820
Stewardship Advisors
Pennsylvania
$801K +$144K +2,088 +22%
BlackRock
821
BlackRock
New York
$800K +$656K +9,520 +456%
TPA
822
Trivium Point Advisory
Connecticut
$787K -$521K -7,552 -40%
CIBC Private Wealth Group
823
CIBC Private Wealth Group
Georgia
$786K -$7.07K -102 -0.9%
AWM
824
Accurate Wealth Management
Florida
$781K -$44.4K -642 -5%
EP
825
Edgestream Partners
New Jersey
$780K +$780K +11,309 New
31 32
33
34 35