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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 %
CCA
1076
Conservest Capital Advisors
Pennsylvania
$220K +$220K +3,193 New
CA
1077
Claris Advisors
Missouri
$220K -$35.5K -515 -14%
CL
1078
Choreo LLC
Illinois
$219K +$219K +3,179 New
FCBT
1079
First Citizens Bank & Trust
North Carolina
$218K +$218K +3,168 New
Susquehanna International Group
1080
Susquehanna International Group
Pennsylvania
$216K -$1.25M -18,123 -85%
PB
1081
Pinnacle Bancorp
Nebraska
$214K – – –
BWG
1082
Boomfish Wealth Group
Georgia
$214K – – –
GC
1083
Grimes & Company
Massachusetts
$213K -$52.1K -756 -20%
KeyBank National Association
1084
KeyBank National Association
Ohio
$211K +$211K +3,059 New
PWM
1085
Provident Wealth Management
Tennessee
$210K +$24K +348 +13%
AWA
1086
Aaron Wealth Advisors
Illinois
$208K – – –
DCM
1087
DGS Capital Management
New Jersey
$207K -$1.86K -27 -0.9%
SC
1088
Scotia Capital
Ontario, Canada
$207K +$207K +3,005 New
CWA
1089
CogentBlue Wealth Advisors
Tennessee
$207K +$207K +3,001 New
SAM
1090
Sequent Asset Management
Texas
$206K – – –
MAG
1091
M3 Advisory Group
Massachusetts
$205K – – –
IGGA
1092
Iron Gate Global Advisors
Utah
$205K +$205K +2,968 New
PAM
1093
PVG Asset Management
Colorado
$204K -$1.31K -19 -0.6%
CGA
1094
Crescent Grove Advisors
Illinois
$202K +$202K +2,929 New
SMA
1095
Sage Mountain Advisors
Georgia
$201K +$19.6K +285 +11%
RFP
1096
RCS Financial Planning
Maryland
$201K -$80.9K -1,173 -29%
SPW
1097
Sonoma Private Wealth
California
$201K +$201K +2,910 New
EWA
1098
Exencial Wealth Advisors
Oklahoma
$200K +$200K +2,905 New
BIM
1099
Breakwater Investment Management
Washington
$199K +$8.55K +124 +4%
NWWA
1100
New Wave Wealth Advisors
Arkansas
$194K -$88.6K -1,285 -31%
42 43
44
45 46