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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.

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
1
Jones Financial Companies
Missouri
$1.07B
2
Raymond James Financial
2
Raymond James Financial
Florida
$270M
3
Betterment LLC
3
Betterment LLC
New York
$3.65B
4
LPL Financial
4
LPL Financial
California
$2.71B
5
NP
5
NorthRock Partners
Minnesota
$222M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$639M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$650M
4
AF
4
Advisornet Financial
Minnesota
$8.64M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$3.65B 52,912,384 +3,824,688 +8%
LPL Financial
2
LPL Financial
California
$2.71B 39,316,849 +3,687,146 +10%
Creative Planning
3
Creative Planning
Kansas
$2.1B 30,413,021 +921,185 +3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.65B 23,935 -29 -0.1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.07B 15,584,437 +15,476,455 +14,332%
Invesco
6
Invesco
Georgia
$1.07B 15,463,978 +2,250,006 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$891M 12,924,595 +1,635,377 +14%
ACM
8
Advance Capital Management
Michigan
$843M 12,226,421 -320,348 -3%
Morgan Stanley
9
Morgan Stanley
New York
$679M 9,849,034 +343,319 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$659M 9,551,609 +1,755,253 +23%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$650M 9,426,927 -1,219,337 -11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$639M 9,269,022 -1,492,830 -14%
SLI
13
Sumitomo Life Insurance
Japan
$624M 9,052,600 +1,410,000 +18%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$617M 8,953,000 +1,398,000 +19%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$543M 7,871,008 +657,335 +9%
OIA
16
OneDigital Investment Advisors
Kansas
$522M 7,571,579 +12,075 +0.2%
Bank of America
17
Bank of America
North Carolina
$495M 7,179,840 -1,322,790 -16%
CCMG
18
Clark Capital Management Group
Pennsylvania
$491M 7,116,129 +689,476 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$346M 5,014,392 +19,303 +0.4%
GI
20
Gradient Investments
Minnesota
$328M 4,755,325 +1,460,710 +44%
1WM
21
1900 Wealth Management
Texas
$325M 4,704,127 +213,820 +5%
Ameriprise
22
Ameriprise
Minnesota
$324M 4,698,481 +780,451 +20%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318M 4,619,911 +657,005 +17%
SMM
24
Stadion Money Management
Georgia
$311M 4,506,659 -251,043 -5%
Goldman Sachs
25
Goldman Sachs
New York
$300M 4,354,621 +2,804,365 +181%
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