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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 %
SFS
876
Summit Financial Strategies
Ohio
$600K -$5.52K -80 -0.9%
CWM
877
Cranbrook Wealth Management
Michigan
$600K -$55.2K -800 -8%
RW
878
Regimen Wealth
Georgia
$598K -$70K -1,016 -10%
4A
879
4Wealth Advisors
Illinois
$597K +$597K +8,653 New
CFP
880
Catalyst Financial Partners
Massachusetts
$595K -$32K -464 -5%
CM
881
Churchill Management
California
$594K +$187K +2,706 +46%
LWM
882
LongView Wealth Management
Georgia
$593K +$87.9K +1,275 +17%
JIC
883
Johnson Investment Counsel
Ohio
$591K -$75.7K -1,098 -11%
AWC
884
Abundance Wealth Counselors
Pennsylvania
$589K +$589K +8,550 New
SF
885
Synovus Financial
Georgia
$588K -$385K -5,589 -40%
CSPIA
886
Cary Street Partners Investment Advisory
Virginia
$582K -$21.5M -311,524 -97%
FCM
887
Fourpath Capital Management
Oklahoma
$581K -$37.1K -538 -6%
CB
888
Commerce Bank
Missouri
$580K -$301K -4,373 -34%
MIS
889
Morningstar Investment Services
Illinois
$579K -$7.84M -113,774 -93%
CWM
890
Chemistry Wealth Management
New York
$577K – – –
AFA
891
American Financial Advisors
Georgia
$572K +$46.6K +676 +9%
AG
892
AmeriFlex Group
Nevada
$570K +$570K +8,054 New
MW
893
Marcum Wealth
Ohio
$570K +$312K +4,530 +121%
FA
894
FSA Advisors
Michigan
$570K -$396K -5,752 -41%
OWA
895
ORBA Wealth Advisors
Illinois
$569K +$9.31K +135 +2%
AT
896
Arlington Trust
Alabama
$568K -$31.9K -463 -5%
CNBOF
897
City National Bank of Florida
Florida
$567K +$567K +8,226 New
TDC
898
Thompson Davis & Co
Virginia
$565K – – –
IWA
899
Invera Wealth Advisors
Oregon
$565K +$565K +7,870 New
EFA
900
Evernest Financial Advisors
Indiana
$564K -$44.9K -651 -7%
34 35
36
37 38