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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 %
WFC
826
Western Financial Corp
California
$776K -$523K -7,580 -40%
CIA
827
Capital Investment Advisors
Georgia
$776K +$34.7K +503 +5%
BI
828
Beckerman Institutional
New Jersey
$775K +$2K +29 +0.3%
ACM
829
Altrius Capital Management
North Carolina
$773K -$83.5K -1,211 -10%
AMM
830
American Money Management
California
$762K -$35.7K -518 -4%
HAS
831
HBW Advisory Services
California
$761K +$27.2K +394 +4%
LFG
832
Lockerman Financial Group
California
$761K +$1.52K +22 +0.2%
CB
833
Chris Bulman
California
$754K -$214K -3,100 -22%
LWM
834
Liberty Wealth Management
California
$752K -$42.7K -619 -5%
CA
835
Corrado Advisors
New Jersey
$752K -$41K -595 -5%
TCPG
836
Trivant Custom Portfolio Group
California
$747K +$49.2K +714 +7%
HTHT
837
Hemenway Trust Hemenway Trust
New Hampshire
$747K -$10.3K -150 -1%
ADL
838
Asset Dedication LLC
California
$747K +$20.5K +297 +3%
CCA
839
Cypress Capital Advisors
Tennessee
$743K +$743K +10,783 New
FPW
840
Flagship Private Wealth
Massachusetts
$732K -$82.2K -1,192 -10%
PIAS
841
PCA Investment Advisory Services
Ohio
$731K +$965 +14 +0.1%
GAM
842
Gotham Asset Management
New York
$727K – – –
RIP
843
Reliant Investment Partners
North Carolina
$723K +$723K +10,494 New
RWM
844
Rockwood Wealth Management
Pennsylvania
$712K -$11.2K -162 -2%
Empower Advisory Group
845
Empower Advisory Group
Colorado
$702K +$12.6K +183 +2%
NWMG
846
National Wealth Management Group
Ohio
$695K +$48.2K +699 +7%
TC
847
Trilogy Capital
California
$694K +$1.79K +26 +0.3%
HWP
848
Heritage Wealth Partners
Ohio
$691K +$121K +1,754 +21%
BFG
849
Berger Financial Group
Minnesota
$690K +$280K +4,058 +68%
OBWG
850
Onyx Bridge Wealth Group
New York
$689K +$137K +1,988 +25%
32 33
34
35 36