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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 %
OAS
1001
Optivise Advisory Services
Tennessee
$334K -$91.6K -1,329 -22%
ESB
1002
Essex Savings Bank
Connecticut
$332K +$332K +4,817 New
SGK
1003
Steigerwald Gordon & Koch
Virginia
$331K – – –
IPW
1004
Impact Partnership Wealth
Georgia
$330K +$27.6K +401 +9%
GSWM
1005
Greenup Street Wealth Management
Michigan
$330K +$125K +1,814 +61%
CAMG
1006
CWA Asset Management Group
Florida
$328K – – –
CWMGP
1007
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$327K -$72K -1,044 -18%
PG
1008
Patten Group
Tennessee
$325K +$33.4K +485 +11%
SP
1009
Sequent Planning
Nebraska
$324K -$79.4K -1,152 -20%
GIA
1010
Guyasuta Investment Advisors
Pennsylvania
$322K +$10.2K +148 +3%
LFA
1011
Laraway Financial Advisors
Minnesota
$321K +$86.9K +1,260 +37%
BFWM
1012
Bright Futures Wealth Management
New York
$321K +$19.8K +280 +7%
CAM
1013
Concorde Asset Management
Michigan
$320K -$4.55K -66 -1%
VAG
1014
VisionPoint Advisory Group
Texas
$320K +$3.78K +55 +1%
NAS
1015
NWF Advisory Services
California
$317K +$317K +4,604 New
SAM
1016
Smith Asset Management
Florida
$316K +$316K +4,577 New
BJL
1017
Brighton Jones LLC
Washington
$311K +$311K +4,517 New
IAIM
1018
International Assets Investment Management
Florida
$310K +$310K +4,509 New
SEP
1019
Southland Equity Partners
Missouri
$309K +$22.3K +323 +8%
WF
1020
Welch & Forbes
Massachusetts
$309K +$17.6K +256 +6%
DWA
1021
Delap Wealth Advisory
Oregon
$307K +$307K +4,451 New
JAA
1022
Joel Adams & Associates
North Carolina
$306K +$306K +4,438 New
RCM
1023
RB Capital Management
Nevada
$302K +$97.5K +1,415 +48%
LWA
1024
Lantern Wealth Advisors
New York
$301K +$24.1K +350 +9%
CAC
1025
Certified Advisory Corp
Florida
$298K +$69.8K +1,012 +31%
39 40
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