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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 %
SCA
1026
Sandy Cove Advisors
Massachusetts
$297K +$84.2K +1,221 +40%
PGF
1027
Plan Group Financial
Oklahoma
$297K +$1.03K +15 +0.3%
SFG
1028
Stonebridge Financial Group
Pennsylvania
$292K +$292K +4,237 New
SEI Investments
1029
SEI Investments
Pennsylvania
$289K -$13.4K -194 -4%
RIA
1030
Regal Investment Advisors
Michigan
$287K +$287K +4,170 New
BWM
1031
BCGM Wealth Management
Indiana
$285K +$41.2K +598 +17%
SL
1032
Sentinus LLC
Illinois
$281K -$1.01M -14,643 -78%
FA
1033
FF Advisors
California
$281K – – –
AF
1034
Amara Financial
California
$279K +$483 +7 +0.2%
SW
1035
Schulz Wealth
Texas
$278K +$689 +10 +0.2%
FFW
1036
Fusion Family Wealth
New York
$277K – – –
ATC
1037
Argent Trust Co
Tennessee
$277K -$13.7K -198 -5%
CPWA
1038
Cerro Pacific Wealth Advisors
California
$273K – – –
CFGS
1039
Concourse Financial Group Securities
Alabama
$273K -$49.4K -692 -15%
AIM
1040
Advyzon Investment Management
Illinois
$272K +$272K +3,952 New
HAC
1041
Harbor Advisory Corp
New Hampshire
$271K – – –
JWA
1042
JFS Wealth Advisors
Pennsylvania
$268K +$483 +7 +0.2%
PSFG
1043
Park Square Financial Group
Georgia
$268K +$268K +3,889 New
SAM
1044
Secure Asset Management
Michigan
$266K +$266K +3,862 New
PMG
1045
ProVise Management Group
Florida
$264K -$22.6K -328 -8%
HWM
1046
HB Wealth Management
Georgia
$264K +$264K +3,825 New
PWM
1047
Prosperity Wealth Management
California
$263K – – –
MWA
1048
Meridian Wealth Advisors
Texas
$261K +$345 +5 +0.1%
PCS
1049
Private Client Services
Kentucky
$259K +$896 +13 +0.3%
SRB
1050
Shotwell Rutter Baer
Michigan
$257K -$1.03K -15 -0.4%
40 41
42
43 44