SPLG icon

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 %
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$42.9M +$641K +9,301 +2%
PWM
127
Penobscot Wealth Management
Maine
$42.8M +$1.44M +20,828 +3%
SA
128
Sanctuary Advisors
Indiana
$42.1M +$938K +13,187 +2%
CCFM
129
Clear Creek Financial Management
Washington
$41.8M -$1.59M -23,001 -4%
SFA
130
Sequoia Financial Advisors
Ohio
$41.1M -$1.01M -14,629 -2%
DCM
131
Davidson Capital Management
Texas
$40.6M +$231K +3,349 +0.6%
CWM
132
Cahaba Wealth Management
Georgia
$40.1M -$688K -9,983 -2%
ODIJL
133
One Day In July LLC
Vermont
$39.7M +$6.74M +97,707 +20%
FHA
134
Flagship Harbor Advisors
Massachusetts
$39.3M +$1.89M +27,383 +5%
MW
135
Maia Wealth
Colorado
$38.9M +$93.8K +1,330 +0.2%
SFP
136
Strategic Financial Partners
Oregon
$38.3M -$180K -2,607 -0.5%
BFG
137
Buttonwood Financial Group
Missouri
$38.1M +$297K +4,153 +0.8%
WWM
138
Western Wealth Management
Colorado
$38M +$3.69M +53,514 +11%
MSWMA
139
Market Street Wealth Management Advisors
Indiana
$37.2M -$525K -7,622 -1%
CWM
140
Cornerstone Wealth Management
Missouri
$37.2M +$228K +3,311 +0.6%
SCM
141
SOL Capital Management
Maryland
$36.7M +$2.78M +40,285 +8%
US Bancorp
142
US Bancorp
Minnesota
$36.6M +$1.3M +18,833 +4%
IA
143
IFP Advisors
Florida
$36.4M -$154K -2,237 -0.4%
CA
144
CSM Advisors
Pennsylvania
$36.2M +$13.4M +194,540 +59%
CFS
145
Compass Financial Services
Iowa
$36.1M +$36.1M +523,627 New
CW
146
CreativeOne Wealth
Kansas
$36.1M -$1.68M -24,357 -4%
WA
147
Waverly Advisors
Alabama
$35.2M +$16.6M +241,502 +90%
PA
148
PSI Advisors
Florida
$35.2M +$755K +10,955 +2%
CSP
149
Cary Street Partners
Virginia
$34.8M +$34.8M +504,157 New
FHC
150
First Heartland Consultants
Missouri
$33.9M -$655K -9,502 -2%
4 5
6
7 8