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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 %
CFS
851
Coordinated Financial Services
Colorado
$682K +$682K +9,891 New
FC
852
Financial Consulate
Maryland
$678K +$16.7K +242 +3%
WPC
853
Wedmont Private Capital
Pennsylvania
$672K +$672K +9,845 New
GSC
854
G&S Capital
Colorado
$668K +$668K +9,695 New
DC
855
Destiny Capital
Colorado
$664K +$69 +1 +0%
PAS
856
PKS Advisory Services
New York
$663K +$663K +9,617 New
FA
857
Fortis Advisors
Pennsylvania
$662K +$15.5K +225 +2%
OSAM
858
O'Shaughnessy Asset Management
Connecticut
$660K +$123K +1,778 +23%
PWS
859
Precision Wealth Strategies
Missouri
$658K +$23.7K +344 +4%
STFP
860
Signal Tree Financial Partners
Ohio
$657K +$657K +9,528 New
ORG
861
Optimist Retirement Group
Washington
$654K -$20.1K -292 -3%
LWANC
862
Laurel Wealth Advisors (North Carolina)
North Carolina
$654K +$3.03K +44 +0.5%
CPA
863
Capital Planning Advisors
California
$652K – – –
Vanguard Group
864
Vanguard Group
Pennsylvania
$652K +$65.4K +948 +11%
KFI
865
Key Financial Inc
Pennsylvania
$649K +$10.1K +146 +2%
CAAS
866
Capital Asset Advisory Services
Michigan
$647K -$196K -2,820 -23%
RDIA
867
RE Dickinson Investment Advisors
Iowa
$643K +$643K +933 New
CFP
868
Cypress Financial Planning
New Jersey
$627K -$60K -870 -9%
MCCP
869
Mission Creek Capital Partners
California
$621K – – –
AUB
870
Atlantic Union Bankshares
Virginia
$617K -$76.3K -1,107 -11%
MCM
871
Magnolia Capital Management
New York
$613K – – –
Citigroup
872
Citigroup
New York
$612K +$11.2K +163 +2%
GWM
873
GK Wealth Management
Nevada
$607K +$607K +8,804 New
Lido Advisors
874
Lido Advisors
California
$607K +$607K +8,800 New
SFG
875
Sovereign Financial Group
Connecticut
$601K +$69 +1 +0%
33 34
35
36 37