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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 %
AWM
2526
Able Wealth Management
New Jersey
$1.16M +$1.16M +2,442 New
FF
2527
Friedenthal Financial
New Jersey
$1.16M +$1.16M +2,438 New
AA
2528
Aire Advisors
California
$1.16M +$36.7K +77 +3%
FG
2529
Foster Group
Iowa
$1.15M
PM
2530
Penbrook Management
New York
$1.15M
UCB
2531
United Community Bank
South Carolina
$1.15M -$48.5K -102 -4%
NFG
2532
Northeast Financial Group
Pennsylvania
$1.15M +$24.7K +52 +2%
MJRIC
2533
Mogy Joel R Investment Counsel
California
$1.15M
IAMOG
2534
Investors Asset Management of Georgia
Georgia
$1.14M +$310K +660 +37%
WAAG
2535
Wealth Alliance Advisory Group
Kansas
$1.14M +$10.5K +22 +0.9%
RCG
2536
Resource Consulting Group
Florida
$1.14M
BA
2537
Ballast Advisors
Minnesota
$1.14M -$92.2K -194 -8%
SM
2538
Sensible Money
Arizona
$1.14M -$7.61K -16 -0.7%
CWM
2539
Collaborative Wealth Management
Florida
$1.13M +$10.5K +22 +0.9%
CIC
2540
Cutler Investment Counsel
Oregon
$1.13M -$25.8K -54 -2%
YCG
2541
Yeomans Consulting Group
Georgia
$1.13M +$1.13M +2,377 New
PL
2542
Parthenon LLC
Kentucky
$1.13M +$47.5K +100 +4%
HAS
2543
HBW Advisory Services
California
$1.13M -$373K -784 -25%
NIC
2544
Northwest Investment Counselors
Oregon
$1.12M -$41.3K -87 -4%
PMAM
2545
Picton Mahoney Asset Management
Ontario, Canada
$1.12M -$338K -710 -23%
VAS
2546
Valicenti Advisory Services
New York
$1.12M -$97.9K -206 -8%
MFT
2547
Moisand Fitzgerald Tamayo
Florida
$1.12M -$3.8K -8 -0.3%
TLFA
2548
True Link Financial Advisors
California
$1.12M +$21.9K +46 +2%
AWAG
2549
ARS Wealth Advisors Group
Florida
$1.12M -$211K -444 -16%
AFG
2550
AFS Financial Group
Maryland
$1.12M -$1.61M -3,384 -59%