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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
$3.31B
3
Allianz Asset Management
Allianz Asset Management
Germany
$727M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M
5
LPL Financial
LPL Financial
California
$2.41B

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.1M
2
OFS
OneAscent Financial Services
Alabama
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$53.1M
4
ACM
Advance Capital Management
Michigan
$847M
5
Two Sigma Investments
Two Sigma Investments
New York
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
901
RCS Financial Planning
Maryland
$276K -$59.9K -887 -18%
RFC
902
Regions Financial Corp
Alabama
$275K +$275K +4,072 New
ZIMP
903
Zimmermann Investment Management & Planning
Pennsylvania
$274K +$274K +4,052 New
AF
904
Amara Financial
California
$273K +$273K +4,042 New
IC
905
Inscription Capital
Texas
$272K +$272K +4,035 New
FFW
906
Fusion Family Wealth
New York
$272K – – –
FA
907
FF Advisors
California
$272K -$17.6K -256 -6%
SW
908
Schulz Wealth
Texas
$271K +$271K +4,020 New
LWA
909
Lantern Wealth Advisors
New York
$271K +$29K +430 +12%
RBC
910
Romano Brothers & Co
Illinois
$270K – – –
VCP
911
Verus Capital Partners
Arizona
$268K -$9.38K -139 -3%
PA
912
Pineridge Advisors
Missouri
$267K -$16.1K -238 -6%
HAC
913
Harbor Advisory Corp
New Hampshire
$266K – – –
JWA
914
JFS Wealth Advisors
Pennsylvania
$262K +$405 +6 +0.2%
GC
915
Grimes & Company
Massachusetts
$259K +$2.3K +34 +0.9%
CPWA
916
Cerro Pacific Wealth Advisors
California
$259K – – –
PWM
917
Prosperity Wealth Management
California
$257K – – –
PCS
918
Personal CFO Solutions
New Jersey
$257K +$257K +3,803 New
MWA
919
Meridian Wealth Advisors
Texas
$255K +$270 +4 +0.1%
SRB
920
Shotwell Rutter Baer
Michigan
$255K -$26.9K -399 -10%
BC
921
Bricktown Capital
Michigan
$253K +$253K +3,750 New
MSFS
922
Main Street Financial Solutions
Pennsylvania
$253K +$11.8K +175 +5%
AAS
923
Asset Allocation Strategies
Michigan
$253K -$178K -2,637 -41%
PCS
924
Private Client Services
Kentucky
$253K -$82.7K -1,225 -25%
MW
925
Marcum Wealth
Ohio
$252K +$252K +3,737 New
35 36
37
38 39