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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 %
KFP
151
KMG Fiduciary Partners
Ohio
$33.7M +$2.18M +31,630 +7%
C1AG
152
Client 1st Advisory Group
Florida
$32.7M -$27.9K -405 -0.1%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$32.6M +$1.52M +21,977 +5%
MGIA
154
Moneta Group Investment Advisors
Missouri
$32.5M -$1.06M -15,448 -3%
NRI
155
NFP Retirement Inc
California
$32.4M +$513K +7,443 +2%
HFA
156
Highland Financial Advisors
New Jersey
$32M +$542K +7,867 +2%
GAG
157
Goodman Advisory Group
Massachusetts
$31.6M +$524K +7,595 +2%
SWM
158
Sugarloaf Wealth Management
Georgia
$31.5M +$489K +7,094 +2%
Principal Financial Group
159
Principal Financial Group
Iowa
$31.2M +$4.88M +70,841 +19%
RIS
160
Retirement Income Solutions
Michigan
$31M +$4.57M +66,235 +17%
DLIC
161
Daido Life Insurance Company
Japan
$30.4M -$15.8M -228,658 -34%
AWS
162
Atria Wealth Solutions
New York
$29.9M +$4.15M +60,172 +16%
SA
163
Scarborough Advisors
Maryland
$29.5M -$1.66M -24,047 -5%
EIA
164
Eldridge Investment Advisors
New Hampshire
$29.5M -$400K -5,798 -1%
QFPS
165
Quantum Financial Planning Services
Washington
$29.4M +$29.4M +426,722 New
EWM
166
Executive Wealth Management
Michigan
$29.3M +$574K +8,319 +2%
TWM
167
TSA Wealth Management
Texas
$29.3M -$1.04M -15,150 -3%
NG
168
Novem Group
New York
$29.2M +$29.2M +423,309 New
NA
169
Nottingham Advisors
New York
$29M -$1.36M -19,792 -4%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$28.2M +$64.3K +933 +0.2%
RWP
171
Ridgeline Wealth Planning
Ohio
$28.2M +$28.2M +408,871 New
PPW
172
Parcion Private Wealth
Washington
$28.1M +$28.1M +408,285 New
BHB
173
Bank Hapoalim BM
Israel
$28M – – –
Baird Financial Group
174
Baird Financial Group
Wisconsin
$27.8M +$27.5M +399,321 +11,322%
PA
175
Procyon Advisors
Connecticut
$27.6M +$2.96M +42,974 +12%
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