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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 %
PFS
951
Prospera Financial Services
Texas
$430K -$244K -3,544 -36%
MPW
952
Magnolia Private Wealth
Pennsylvania
$427K +$427K +6,198 New
NL
953
NEPC LLC
Massachusetts
$425K +$425K +6,170 New
DWP
954
Destiny Wealth Partners
Florida
$423K – – –
TCOTS
955
Trust Company of the South
North Carolina
$419K – – –
CJ
956
Caitlin John
Michigan
$416K +$25.6K +372 +7%
B
957
Bailard
California
$415K +$415K +6,020 New
PFG
958
PAX Financial Group
Texas
$414K +$37.3K +541 +10%
FLP
959
Financial Life Planners
Arizona
$412K +$412K +5,977 New
CPC
960
Consolidated Planning Corp
Georgia
$410K +$410K +5,942 New
SBIA
961
Sheaff Brock Investment Advisors
Indiana
$408K +$116K +1,683 +40%
EWM
962
Empirical Wealth Management
Washington
$408K +$22.1K +320 +6%
WBCM
963
Wilson & Boucher Capital Management
California
$407K – – –
CRI
964
Colonial River Investments
Virginia
$403K +$17.6K +255 +5%
IF
965
Ironwood Financial
Arizona
$395K +$395K +5,725 New
WIM
966
Westside Investment Management
California
$394K -$6.07K -88 -2%
SW
967
SVB Wealth
Massachusetts
$391K +$391K +5,665 New
DWM
968
Defined Wealth Management
Oregon
$388K -$5.93K -86 -2%
MNBTD
969
Moody National Bank Trust Division
Texas
$388K +$48.4K +702 +14%
MG
970
Mather Group
Illinois
$386K +$40.8K +592 +12%
KIM
971
Kestra Investment Management
Texas
$385K +$178K +2,581 +86%
TFA
972
TPG Financial Advisors
Oregon
$384K – – –
AFO
973
Arrowroot Family Office
California
$380K -$69 -1 -0%
DWM
974
Diversify Wealth Management
Utah
$380K +$380K +5,561 New
LSA
975
Lion Street Advisors
Texas
$380K +$21.3K +309 +6%
37 38
39
40 41