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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
16.46%
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
Jones Financial Companies
Missouri
$1.07B
2
Betterment LLC
Betterment LLC
New York
$3.65B
3
LPL Financial
LPL Financial
California
$2.71B
4
NP
NorthRock Partners
Minnesota
$222M
5
IAA
Independent Advisor Alliance
North Carolina
$211M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$639M
2
Bank of America
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$650M
4
AF
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1126
Paladin Advisory Group
Iowa
$86.9K -$4.07K -59 -4%
SHF
1127
Safe Harbor Fiduciary
Florida
$86K +$827 +12 +1%
TAM
1128
Tucker Asset Management
Colorado
$81.3K +$69.2K +1,004 +570%
CA
1129
Centerpoint Advisors
Massachusetts
$77K – – –
SL
1130
Salomon & Ludwin
Virginia
$70.3K +$6.48K +94 +10%
DF
1131
Dunhill Financial
United Kingdom
$68.4K +$207 +3 +0.3%
MHR
1132
Matthew Hamilton Rosenberg
$66K – – –
WCAMG
1133
Woodard & Company Asset Management Group
North Carolina
$65.6K +$2.76K +40 +4%
WAS
1134
Winch Advisory Services
Wisconsin
$64.4K +$207 +3 +0.3%
ST
1135
Smithfield Trust
Pennsylvania
$64K -$69 -1 -0.1%
SIS
1136
Sound Income Strategies
Florida
$63.6K +$10.5K +153 +20%
BA
1137
Ballast Advisors
Minnesota
$60.9K – – –
TSMHT
1138
Thurston Springer Miller Herd & Titak
Indiana
$60.1K +$5.17K +75 +9%
KWM
1139
Kiker Wealth Management
Georgia
$56.8K +$56.8K +824 New
RIL
1140
Rothschild Investment LLC
Illinois
$55.5K +$207 +3 +0.4%
CPA
1141
Cardiff Park Advisors
California
$54.5K – – –
CAM
1142
Creekmur Asset Management
Illinois
$53.8K +$276 +4 +0.5%
Kayne Anderson Rudnick Investment Management
1143
Kayne Anderson Rudnick Investment Management
California
$52.7K – – –
WTFG
1144
Wood Tarver Financial Group
Idaho
$52K +$52K +757 New
WW
1145
Winnow Wealth
Texas
$51.4K +$51.4K +747 New
CSC
1146
Caldwell Sutter Capital
California
$51.4K – – –
NSIM
1147
North Star Investment Management
Illinois
$50.3K +$50.3K +729 New
CWC
1148
Carolinas Wealth Consulting
North Carolina
$48.7K +$138 +2 +0.3%
AAP
1149
Arax Advisory Partners
Colorado
$48.1K -$1.79K -26 -4%
PR
1150
Payden & Rygel
California
$48K +$48K +700 New
44 45
46
47 48