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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 %
CA
926
Claro Advisors
Massachusetts
$250K +$250K +3,704 New
AF
927
Affiance Financial
Minnesota
$250K – – –
CA
928
Claris Advisors
Missouri
$250K – – –
SSB
929
Sandy Spring Bank
Maryland
$249K -$14.5K -215 -6%
GC
930
Guidance Capital
Kentucky
$246K +$246K +3,583 New
CIBC World Market
931
CIBC World Market
Ontario, Canada
$245K +$8.25K +122 +3%
W
932
Wealthquest
Ohio
$244K -$69K -1,031 -22%
NC
933
Napatree Capital
Rhode Island
$243K +$5.4K +80 +2%
NRC
934
New Republic Capital
North Carolina
$240K -$21.1K -313 -8%
VCM
935
Virtue Capital Management
Tennessee
$240K -$392K -5,808 -62%
BWM
936
BCGM Wealth Management
Indiana
$239K -$13K -193 -5%
MAS
937
Meeder Advisory Services
Ohio
$239K -$17.6K -260 -7%
Baird Financial Group
938
Baird Financial Group
Wisconsin
$238K +$238K +3,527 New
OCM
939
Orion Capital Management
California
$236K +$743 +11 +0.3%
SW
940
SlateStone Wealth
Florida
$236K – – –
TCWM
941
Total Clarity Wealth Management
Illinois
$235K -$45.3K -671 -16%
CFAM
942
Center For Asset Management
Florida
$235K +$235K +3,481 New
OPCM
943
Osborne Partners Capital Management
California
$233K +$233K +3,454 New
LFA
944
Laraway Financial Advisors
Minnesota
$229K +$229K +3,397 New
RPGK
945
Retirement Planning Group (Kansas)
Kansas
$228K +$228K +3,374 New
MLRA
946
Main Line Retirement Advisors
Montana
$224K +$743 +11 +0.3%
LW
947
Linscomb Wealth
Texas
$224K – – –
CAC
948
Certified Advisory Corp
Florida
$224K -$9.99K -148 -4%
RWM
949
Rockline Wealth Management
New York
$223K +$223K +3,308 New
TIAM2
950
Tru Independence Asset Management 2
Oregon
$222K +$222K +3,286 New
36 37
38
39 40