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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 %
MGP
826
Metis Global Partners
California
$435K -$774K -11,468 -64%
RZH
827
Relyea Zuckerberg Hanson
Connecticut
$433K +$1.42K +21 +0.3%
CWM
828
Campbell Wealth Management
Virginia
$431K -$2.36K -35 -0.5%
FFA
829
Founders Financial Alliance
North Carolina
$427K – – –
EMAM
830
Encompass More Asset Management
California
$426K +$48.9K +725 +13%
SIM
831
Stratos Investment Management
Ohio
$425K +$425K +6,296 New
TRIA
832
Trail Ridge Investment Advisors
Colorado
$422K +$6.93K +102 +2%
OAS
833
Optivise Advisory Services
Tennessee
$417K -$24.6K -365 -6%
DWP
834
Destiny Wealth Partners
Florida
$414K -$52.7K -781 -11%
IA
835
Inspire Advisors
Idaho
$411K +$98.4K +1,458 +32%
TCOTS
836
Trust Company of the South
North Carolina
$410K – – –
CHA
837
Carmichael Hill & Associates
Maryland
$408K +$165K +2,446 +68%
BFG
838
Berger Financial Group
Minnesota
$402K +$3.51K +52 +0.9%
CM
839
Churchill Management
California
$399K – – –
WBCM
840
Wilson & Boucher Capital Management
California
$398K – – –
CJ
841
Caitlin John
Michigan
$398K +$95.9K +1,365 +32%
CFG
842
Citizens Financial Group
Rhode Island
$398K +$24.1K +357 +6%
SP
843
Sequent Planning
Nebraska
$396K -$1.42M -20,996 -78%
CWMGP
844
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$391K -$74.1K -1,098 -16%
TIAA Trust, National Association
845
TIAA Trust, National Association
North Carolina
$388K – – –
WIM
846
Westside Investment Management
California
$388K – – –
DWM
847
Defined Wealth Management
Oregon
$386K +$15K +222 +4%
KPWS
848
Kestra Private Wealth Services
Texas
$379K -$214K -3,173 -36%
EWM
849
Empirical Wealth Management
Washington
$378K +$378K +5,597 New
TFS
850
Thoroughbred Financial Services
Tennessee
$377K -$85.2K -1,264 -18%
32 33
34
35 36