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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 %
GVCM
201
Global View Capital Management
Wisconsin
$22.8M +$22.8M +331,366 New
FFWA
202
Forthright Family Wealth Advisory
Texas
$22.8M -$2.19M -31,834 -9%
WA
203
WBH Advisory
Maryland
$22.6M +$445K +6,448 +2%
MFA
204
Mayflower Financial Advisors
Massachusetts
$22.5M +$2.98M +43,179 +15%
RIM
205
Rockbridge Investment Management
New York
$22.4M +$6.11M +88,596 +38%
American Century Companies
206
American Century Companies
Missouri
$22.1M +$1.32M +19,200 +6%
SCM
207
Steele Capital Management
Iowa
$22.1M -$118K -1,708 -0.5%
Stifel Financial
208
Stifel Financial
Missouri
$21.8M +$3.23M +46,784 +17%
LWL
209
Leo Wealth LLC
Texas
$21.6M +$1.93M +27,989 +10%
IA
210
IFG Advisory
Georgia
$21.4M +$680K +10,179 +3%
VAS
211
Vestmark Advisory Solutions
Massachusetts
$21.3M -$31.7M -459,925 -60%
KP
212
Keel Point
Alabama
$21.2M -$10.9M -157,834 -34%
AFP
213
Ausdal Financial Partners
Iowa
$21.1M -$221K -3,209 -1%
MFG
214
MidWestOne Financial Group
Iowa
$21M -$560K -8,130 -3%
CWS
215
Cypress Wealth Services
California
$20.8M -$416K -6,028 -2%
CAAM
216
Cornerstone Advisors Asset Management
Pennsylvania
$20.7M +$38.6K +560 +0.2%
MWM
217
McMill Wealth Management
Nebraska
$20.7M +$20.7M +299,834 New
GWM
218
Geneos Wealth Management
Colorado
$20.6M +$1.26M +18,329 +7%
CWM
219
Centric Wealth Management
Illinois
$20.6M +$7.14M +103,551 +53%
IPA
220
Investment Planning Advisors
Georgia
$20.4M -$5.08M -73,712 -20%
CIC
221
Carnegie Investment Counsel
Ohio
$20.4M +$1.81M +26,269 +10%
BFA
222
Brown Financial Advisors
Ohio
$20.3M +$5.62M +81,582 +38%
SFI
223
SPC Financial Inc
Maryland
$20.2M -$367K -5,326 -2%
CG
224
Clarus Group
Texas
$20M -$6.54M -94,805 -25%
WAS
225
Wealth Advisory Solutions
Indiana
$19.9M +$1.5M +21,714 +8%
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