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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 %
SAW
176
Signal Advisors Wealth
Michigan
$27.5M +$6.53M +94,681 +31%
LAS
177
Lloyd Advisory Services
Georgia
$27.5M -$2.78M -40,397 -9%
MHWM
178
Montz Harcus Wealth Management
Louisiana
$27.4M +$1.01M +14,584 +4%
NIA
179
NBZ Investment Advisors
Tennessee
$27.3M +$27.3M +395,602 New
WWG
180
West Wealth Group
California
$27.2M -$2.86M -41,501 -10%
CWG
181
Crown Wealth Group
North Carolina
$27.1M -$4.09M -59,284 -13%
HPC
182
HM Payson & Co
Maine
$26.8M -$14.8M -214,378 -36%
Kovitz Investment Group Partners
183
Kovitz Investment Group Partners
Illinois
$26.6M +$12M +174,638 +83%
RA
184
RFG Advisory
Alabama
$26.2M +$1.36M +19,708 +5%
LSERS
185
Louisiana State Employees Retirement System
Louisiana
$26.2M -$12.8M -185,000 -33%
LSWP
186
Liberty Square Wealth Partners
Pennsylvania
$26.2M +$26.2M +364,664 New
T
187
Tableaux
Massachusetts
$25.8M +$25.8M +374,089 New
BWS
188
Broadway Wealth Solutions
Texas
$25.5M +$25.5M +370,357 New
LFG
189
Larson Financial Group
Missouri
$25.5M -$1.79M -25,948 -7%
WWA
190
WCG Wealth Advisors
Nevada
$25.4M +$163K +2,359 +0.6%
LGW
191
Leslie Global Wealth
Illinois
$24.9M +$5.23M +75,835 +27%
FI
192
Financial Insights
Washington
$24.8M -$2.06M -29,856 -8%
KAM
193
Knightsbridge Asset Management
California
$24.6M -$401K -5,811 -2%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$24.4M +$308K +4,471 +1%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$24.2M -$3.44M -49,853 -12%
EH
196
Equitable Holdings
New York
$24.1M -$2.29M -33,185 -9%
FFN
197
Focus Financial Network
Minnesota
$24M +$1.47M +21,364 +7%
Cerity Partners
198
Cerity Partners
New York
$23.4M +$17.3M +250,577 +283%
WAOI
199
Wealth Advisors of Iowa
Iowa
$23.3M +$202K +2,937 +0.9%
LFAS
200
Level Four Advisory Services
Texas
$23.1M +$325K +4,720 +1%
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