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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 %
BC
926
Brio Consultants
California
$491K +$27.6K +401 +6%
CWM
927
Campbell Wealth Management
Virginia
$481K +$41.1K +597 +9%
FFG
928
Fiduciary Financial Group
California
$479K +$2.12K +31 +0.4%
AI
929
Accredited Investors
Minnesota
$477K – – –
RA
930
Riversedge Advisors
Delaware
$477K +$477K +6,915 New
CF
931
Cantor Fitzgerald
New York
$476K +$476K +6,900 New
PPWM
932
PFG Private Wealth Management
Florida
$475K +$1.86K +27 +0.4%
JFG
933
Jefferies Financial Group
New York
$473K +$473K +6,867 New
SAG
934
SageView Advisory Group
California
$469K +$178K +2,578 +61%
MWM
935
MY Wealth Management
Maryland
$458K – – –
PFA
936
Pure Financial Advisors
California
$458K +$90.8K +1,317 +25%
FFA
937
Founders Financial Alliance
North Carolina
$458K +$21K +305 +5%
FMWA
938
Forvis Mazars Wealth Advisors
Missouri
$457K -$135K -1,955 -23%
KPWS
939
Kestra Private Wealth Services
Texas
$445K +$58K +841 +15%
FCA
940
FLC Capital Advisors
California
$444K -$23.2K -337 -5%
RZH
941
Relyea Zuckerberg Hanson
Connecticut
$444K +$1.52K +22 +0.3%
RWP
942
RWA Wealth Partners
Massachusetts
$443K -$800K -11,606 -64%
SG
943
StoneX Group
New York
$442K +$442K +6,416 New
3AM
944
3EDGE Asset Management
Florida
$441K +$91.4K +1,326 +26%
ACM
945
Advisors Capital Management
New Jersey
$440K -$247K -3,584 -36%
IA
946
Inspire Advisors
Idaho
$438K +$18.2K +264 +4%
TRIA
947
Trail Ridge Investment Advisors
Colorado
$437K +$9.38K +136 +2%
CPRC
948
Consolidated Portfolio Review Corp
New York
$437K +$227K +3,296 +108%
PFA
949
Portland Financial Advisors
New York
$437K +$437K +6,332 New
TWA
950
Talisman Wealth Advisors
New Jersey
$435K +$435K +6,315 New
36 37
38
39 40