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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.

Holders
1,236
Holders Change
+146
Holders Change %
+13.39%
% of All Funds
16.46%
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
1
Jones Financial Companies
Missouri
$1.07B
2
Betterment LLC
2
Betterment LLC
New York
$3.65B
3
LPL Financial
3
LPL Financial
California
$2.71B
4
NP
4
NorthRock Partners
Minnesota
$222M
5
IAA
5
Independent Advisor Alliance
North Carolina
$211M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$639M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$650M
4
AF
4
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$69.7M 1,011,062 +23,552 +2%
BPWM
77
Badgley Phelps Wealth Managers
Washington
$69.5M 1,008,412 +11,873 +1%
AAG
78
Armstrong Advisory Group
Massachusetts
$68.9M 998,848 +32,529 +3%
IF
79
Intrua Financial
Texas
$68.5M 993,102 -40,033 -4%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$67.6M 980,244 -257,581 -21%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$67.6M 976,167 +446,069 +84%
CBT
82
Crews Bank & Trust
Florida
$66.8M 969,010 +969,010 New
ACG
83
Allen Capital Group
Nebraska
$64.1M 930,358 -13,307 -1%
FCAS
84
First Command Advisory Services
Texas
$63.8M 925,058 +925,058 New
VPP
85
Vertex Planning Partners
Illinois
$63M 913,782 +432,004 +90%
BFA
86
Brown Financial Advisory
Alabama
$62.8M 911,088 +28,499 +3%
SGWM
87
Sterling Group Wealth Management
California
$62.1M 900,222 +27,523 +3%
DA
88
Detalus Advisors
Missouri
$61.9M 897,737 +10,836 +1%
SFS
89
Security Financial Services
Indiana
$61.7M 894,743 -12,245 -1%
LWA
90
Lifelong Wealth Advisors
Minnesota
$60.5M 880,614 +880,614 New
GVAG
91
Great Valley Advisor Group
Delaware
$60.4M 876,615 +111,228 +15%
ODG
92
O'Dell Group
Ohio
$59.9M 868,710 -15,243 -2%
NPI
93
New Perspectives Inc
Mississippi
$59.8M 866,924 -16,572 -2%
WANY
94
Wealthspire Advisors (New York)
New York
$59.5M 863,733 +77,753 +10%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$59.3M 860,342 +105,180 +14%
OWA
96
One Wealth Advisors
California
$59.2M 858,021 +2,491 +0.3%
IWM
97
IHT Wealth Management
Illinois
$58.8M 852,437 +62,461 +8%
IA
98
Integrity Alliance
Iowa
$58.4M 846,773 +846,773 New
AWE
99
Avidian Wealth Enterprises
Texas
$57.9M 840,241 +8,601 +1%
SC
100
Savant Capital
Illinois
$57.6M 835,452 -201,696 -19%
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4
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