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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 %
PWM
976
Partnership Wealth Management
Maryland
$379K – – –
VPWA
977
Vestia Personal Wealth Advisors
Indiana
$379K -$7.46M -108,210 -95%
NG
978
Northstar Group
New York
$372K – – –
DI
979
Diligent Investors
California
$370K – – –
MIM
980
Macroview Investment Management
Maryland
$369K – – –
TFS
981
Thoroughbred Financial Services
Tennessee
$369K -$16.4K -238 -4%
AA
982
Apriem Advisors
California
$363K – – –
MMA
983
Miracle Mile Advisors
California
$361K +$361K +5,241 New
CF
984
Claris Financial
Virginia
$361K +$361K +5,234 New
FFG
985
Frisch Financial Group
New York
$360K -$4.48K -65 -1%
ACM
986
Absolute Capital Management
Pennsylvania
$358K +$14.5K +210 +4%
HR
987
Hardy Reed
Mississippi
$357K – – –
TA
988
TFB Advisors
Kansas
$355K +$50.3K +729 +16%
TAM
989
TCP Asset Management
Ohio
$354K -$10.3K -150 -3%
EIA
990
Edgemoor Investment Advisors
Maryland
$354K – – –
WS
991
Wedbush Securities
California
$353K -$103K -1,492 -23%
DADC
992
D.A. Davidson & Co
Montana
$351K -$3.55M -51,533 -91%
IWA
993
Inspirion Wealth Advisors
Illinois
$349K +$208 +3 +0.1%
RBC
994
Romano Brothers & Co
Illinois
$347K +$71.6K +1,039 +26%
FB
995
Fulton Bank
Pennsylvania
$345K – – –
FG
996
Foster Group
Iowa
$345K +$345K +5,004 New
SPI
997
Santori & Peters Inc
Pennsylvania
$344K – – –
NHC
998
Nicholas Hoffman & Company
Georgia
$341K +$341K +4,948 New
BWP
999
Bernardo Wealth Planning
Pennsylvania
$336K +$58.1K +851 +21%
HWA
1000
Heartwood Wealth Advisors
Virginia
$336K – – –
38 39
40
41 42