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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 %
EWP
1176
Elevation Wealth Partners
California
$25.7K +$25.7K +373 New
CCM
1177
Chilton Capital Management
Texas
$25.6K – – –
S
1178
Sachetta
Massachusetts
$24.6K – – –
VWA
1179
VSM Wealth Advisory
Maryland
$23.9K +$23.9K +346 New
JFGIW
1180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.2K – – –
BCA
1181
Bray Capital Advisors
Florida
$22.1K +$2.07K +30 +10%
LWMI
1182
Legacy Wealth Management (Idaho)
Idaho
$21.2K +$21.2K +300 New
LIS
1183
Legacy Investment Solutions
Idaho
$21.2K +$21.2K +300 New
WI
1184
Wintrust Investments
Illinois
$21K +$21K +313 New
RFA
1185
Reyes Financial Architecture
California
$20.7K +$20.7K +300 New
IWMA
1186
Ironwood Wealth Management (Arizona)
Arizona
$20K +$10K +145 +100%
NMG
1187
New Millennium Group
Utah
$18.9K +$4.34K +63 +30%
DPW
1188
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$18.6K +270 New
APW
1189
Atlantic Private Wealth
North Carolina
$18.4K +$138 +2 +0.8%
CWM
1190
Centricity Wealth Management
Ohio
$18.2K +$18.2K +264 New
CPG
1191
Cornerstone Planning Group
New Jersey
$18.1K – – –
BA
1192
Bristlecone Advisors
Washington
$16.7K – – –
SIC
1193
SJS Investment Consulting
Ohio
$16.1K +$16.1K +233 New
HFS
1194
Hantz Financial Services
Michigan
$16K +$16K +227 New
SFCL
1195
Strengthening Families & Communities LLC
Massachusetts
$16K +$16K +237 New
FIA
1196
FPC Investment Advisory
California
$14.9K – – –
CFO
1197
CVA Family Office
Colorado
$13.1K – – –
OC
1198
Oakworth Capital
Alabama
$11.9K – – –
NRG
1199
Nemes Rush Group
Michigan
$11.9K +$8.76K +127 +282%
AWM
1200
AllSquare Wealth Management
New York
$11K – – –
46 47
48
49 50