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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 %
W
1226
WealthCollab
Washington
$1.45K -$8.27K -120 -85%
DCM
1227
Davis Capital Management
Florida
$1.45K – – –
NS
1228
NBC Securities
Alabama
$1.24K -$1.11M -16,105 -100%
RAM
1229
Riggs Asset Management
Pennsylvania
$1.18K +$969 +14 +467%
BA
1230
Bellwether Advisors
Nebraska
$1.03K +$1.03K +15 New
BL
1231
BFSG LLC
California
$828 -$276 -4 -25%
OIA
1232
Optimum Investment Advisors
Illinois
$689 – – –
VCM
1233
Versant Capital Management
Arizona
$645 – – –
MA
1234
Montag & Associates
Georgia
$414 – – –
AFG
1235
Albion Financial Group
Utah
$345 – – –
HWA
1236
HHM Wealth Advisors
Tennessee
$345 +$138 +2 +67%
BOJHT
1237
Bank of Jackson Hole Trust
Wyoming
$207 +$207 +3 New
MCM
1238
Manchester Capital Management
Vermont
$140 -$560 -8 -80%
QC
1239
Quent Capital
New York
$69 – – –
Two Sigma Advisers
1240
Two Sigma Advisers
New York
– -$53.1M -786,800 Closed
DAS
1241
Dynamic Advisor Solutions
Arizona
– -$51.3M -759,370 Closed
SFWA
1242
Summit Financial Wealth Advisors
Louisiana
– -$26.9M -398,372 Closed
Prudential Financial
1243
Prudential Financial
New Jersey
– -$24.2M -358,962 Closed
GS
1244
GTS Securities
New York
– -$12.8M -190,325 Closed
TRCT
1245
Tower Research Capital (TRC)
New York
– -$4.84M -71,677 Closed
FTDI
1246
First Trust Direct Indexing
Massachusetts
– -$2.81M -41,625 Closed
KCM
1247
Kennicott Capital Management
California
– -$2.04M -30,288 Closed
CI
1248
CPR Investments
Michigan
– -$1.64M -24,303 Closed
ARC
1249
Advisor Resource Council
Texas
– -$1.44M -21,298 Closed
CWM
1250
Cedar Wealth Management
California
– -$1.1M -16,287 Closed
48 49
50
51 52