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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 %
SAM
1251
Strategy Asset Managers
California
– -$851K -12,604 Closed
CC
1252
Cornerstone Capital
California
– -$762K -11,287 Closed
CC
1253
Cypress Capital
Tennessee
– -$751K -11,129 Closed
TI
1254
Trexquant Investment
Connecticut
– -$714K -10,576 Closed
AHB
1255
Abner Herrman & Brock
New Jersey
– -$678K -10,040 Closed
EFS
1256
Econ Financial Services
Pennsylvania
– -$657K -9,732 Closed
M1FG
1257
Mach-1 Financial Group
Arkansas
– -$523K -7,744 Closed
SWM
1258
Sendero Wealth Management
Texas
– -$517K -7,658 Closed
HGERS
1259
Householder Group Estate & Retirement Specialist
Arizona
– -$512K -7,588 Closed
FA
1260
Fiducient Advisors
Illinois
– -$317K -4,690 Closed
TCMP
1261
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$314K -4,649 Closed
HOWA
1262
Heritage Oak Wealth Advisors
Florida
– -$277K -4,104 Closed
RFC
1263
Regions Financial Corp
Alabama
– -$275K -4,072 Closed
ZIMP
1264
Zimmermann Investment Management & Planning
Pennsylvania
– -$274K -4,052 Closed
VCP
1265
Verus Capital Partners
Arizona
– -$268K -3,968 Closed
PCS
1266
Personal CFO Solutions
New Jersey
– -$257K -3,803 Closed
MSFS
1267
Main Street Financial Solutions
Pennsylvania
– -$253K -3,746 Closed
W
1268
Wealthquest
Ohio
– -$244K -3,649 Closed
VCM
1269
Virtue Capital Management
Tennessee
– -$240K -3,551 Closed
CFAM
1270
Center For Asset Management
Florida
– -$235K -3,481 Closed
OPCM
1271
Osborne Partners Capital Management
California
– -$233K -3,454 Closed
MLRA
1272
Main Line Retirement Advisors
Montana
– -$224K -3,321 Closed
RWM
1273
Rockline Wealth Management
New York
– -$223K -3,308 Closed
AW
1274
Atlas Wealth
Ohio
– -$203K -3,000 Closed
M
1275
MOTCO
Texas
– -$192K -2,849 Closed
48 49 50
51
52