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SPDR S&P 500 ETF Trust

3,661 hedge funds and large institutions have $309B invested in SPDR S&P 500 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 508 funds opening new positions, 1,497 increasing their positions, 1,259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,661
Holders Change
+360
Holders Change %
+10.91%
% of All Funds
53.66%
Holding in Top 10
1,064
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+14.41%
% of All Funds
15.6%
New
508
Increased
1,497
Reduced
1,259
Closed
88
Calls
$262B
Puts
$448B
Net Calls
-$185B
Net Calls Change
-$10.4B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2501
Castle Wealth Management
Florida
$1.21M +$2.86K +6 +0.2%
LFA
2502
Legacy Financial Advisors
Kentucky
$1.2M +$955K +2,010 +388%
AMR
2503
Asset Management Resources
Massachusetts
$1.2M +$598K +1,258 +99%
AC
2504
Addison Capital
Pennsylvania
$1.2M +$469K +987 +64%
BWM
2505
BKM Wealth Management
Wisconsin
$1.19M +$1.19M +2,510 New
HIMC
2506
Heritage Investors Management Corp
Maryland
$1.19M -$58.5K -123 -5%
BCM
2507
Bluefin Capital Management
New York
$1.19M -$3.1M -6,500 -72%
FB
2508
Fulton Bank
Pennsylvania
$1.19M +$198K +417 +20%
BWA
2509
Blodgett Wealth Advisors
California
$1.19M
State Farm Mutual Automobile Insurance
2510
State Farm Mutual Automobile Insurance
Illinois
$1.19M
PWA
2511
Primoris Wealth Advisors
Florida
$1.19M +$238K +500 +25%
RA
2512
Riverstone Advisors
Texas
$1.18M
WCM
2513
Wallace Capital Management
Texas
$1.18M +$1.18M +2,486 New
CWM
2514
Chemistry Wealth Management
New York
$1.18M +$17.6K +37 +2%
E
2515
ETFidea
New York
$1.18M -$37.5K -79 -3%
LRIA
2516
Leonard Rickey Investment Advisors
Washington
$1.18M -$2.85K -6 -0.2%
SSA
2517
Sierra Summit Advisors
Nevada
$1.18M +$1.18M +2,474 New
BL
2518
Bleichroeder LP
New York
$1.17M +$1.17M +2,470 New
GHAM
2519
Gilman Hill Asset Management
Connecticut
$1.17M -$323K -680 -22%
AWA
2520
Acorn Wealth Advisors
Michigan
$1.17M -$11.9K -25 -1%
MGIA
2521
Matthew Goff Investment Advisor
Texas
$1.17M
AC
2522
AWM Capital
Arizona
$1.17M +$222K +468 +24%
FCAS
2523
First Command Advisory Services
Texas
$1.17M +$46.1K +97 +4%
LA
2524
LexAurum Advisors
Kansas
$1.17M +$77.5K +163 +7%
RWM
2525
Rockline Wealth Management
New York
$1.17M +$1.17M +2,454 New