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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 %
BCMLT
1151
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.5K +$138 +2 +0.3%
NB
1152
NBT Bank
New York
$45.7K -$1.03K -15 -2%
PWA
1153
Provenance Wealth Advisors
Florida
$44.5K – – –
HIA
1154
Harbor Investment Advisory
Maryland
$44.2K – – –
DRP
1155
Decker Retirement Planning
Utah
$43.5K +$43.5K +631 New
TWC
1156
TD Waterhouse Canada
Ontario, Canada
$42.9K -$34.7K -503 -45%
VWM
1157
Venturi Wealth Management
Texas
$42.8K – – –
PC
1158
Promus Capital
Illinois
$42.3K +$42.3K +613 New
WBC
1159
West Branch Capital
Massachusetts
$41.2K +$41.2K +597 New
CW
1160
Curio Wealth
Maryland
$41.2K +$41.2K +597 New
BCM
1161
Basso Capital Management
Connecticut
$40.1K +$40.1K +582 New
CFP
1162
Comprehensive Financial Planning
Pennsylvania
$38.5K +$38.5K +559 New
CAM
1163
Clarity Asset Management
Iowa
$38.1K +$38.1K +553 New
HWP
1164
Highline Wealth Partners
California
$37.2K – – –
BTI
1165
Blue Trust Inc
Georgia
$36.7K +$3.24K +47 +10%
HHGA
1166
Halbert Hargrove Global Advisors
California
$36.7K +$36.7K +532 New
Russell Investments Group
1167
Russell Investments Group
United Kingdom
$35K +$2.41K +35 +7%
ACA
1168
Atlas Capital Advisors
Wyoming
$34.5K – – –
FFA
1169
Frazier Financial Advisors
Ohio
$32K -$2.91K -42 -8%
HWM
1170
Hemington Wealth Management
Virginia
$30K +$30K +438 New
PWMG
1171
Prestige Wealth Management Group
New Jersey
$29.6K – – –
CT
1172
Colonial Trust
South Carolina
$28.2K – – –
RWM
1173
Ruedi Wealth Management
Illinois
$27.6K -$1.79K -26 -6%
TFA
1174
Toth Financial Advisory
Virginia
$27.2K – – –
OWP
1175
ORG Wealth Partners
Texas
$25.9K -$7.38K -107 -22%
45 46
47
48 49