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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 %
SGK
876
Steigerwald Gordon & Koch
Virginia
$324K – – –
CAMG
877
CWA Asset Management Group
Florida
$321K +$321K +4,753 New
CAM
878
Concorde Asset Management
Michigan
$318K -$34.6K -513 -10%
FA
879
Fiducient Advisors
Illinois
$317K – – –
TCMP
880
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K -$14.9K -220 -5%
VAG
881
VisionPoint Advisory Group
Texas
$310K +$4.52K +67 +1%
GIA
882
Guyasuta Investment Advisors
Pennsylvania
$305K +$36.9K +547 +14%
CFGS
883
Concourse Financial Group Securities
Alabama
$305K -$29.6K -439 -9%
FC
884
Forte Capital
New York
$299K -$83.7K -1,240 -22%
TA
885
TFB Advisors
Kansas
$299K +$1.28K +19 +0.4%
SEI Investments
886
SEI Investments
Pennsylvania
$297K -$1.35K -20 -0.5%
IPW
887
Impact Partnership Wealth
Georgia
$296K -$10.9K -161 -4%
BFWM
888
Bright Futures Wealth Management
New York
$290K +$16.2K +237 +6%
PGF
889
Plan Group Financial
Oklahoma
$289K +$878 +13 +0.3%
SBIA
890
Sheaff Brock Investment Advisors
Indiana
$286K +$7.16K +106 +3%
PG
891
Patten Group
Tennessee
$286K +$27.2K +403 +11%
WF
892
Welch & Forbes
Massachusetts
$285K +$285K +4,219 New
SAG
893
SageView Advisory Group
California
$285K -$10.7K -159 -4%
ATC
894
Argent Trust Co
Tennessee
$284K – – –
SWM
895
Silverlake Wealth Management
Vermont
$281K -$28.4K -421 -9%
PMG
896
ProVise Management Group
Florida
$281K -$1.96K -29 -0.7%
SEP
897
Southland Equity Partners
Missouri
$281K +$66.6K +987 +31%
BWP
898
Bernardo Wealth Planning
Pennsylvania
$279K +$891 +13 +0.3%
NWWA
899
New Wave Wealth Advisors
Arkansas
$277K -$43.8K -649 -14%
HOWA
900
Heritage Oak Wealth Advisors
Florida
$277K +$277K +4,104 New
34 35
36
37 38