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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 %
KCIC
2551
Kuhn & Co Investment Counsel
Illinois
$1.12M +$1.12M +2,347 New
LWMG
2552
Levy Wealth Management Group
Pennsylvania
$1.12M -$4.75K -10 -0.4%
FWM
2553
Fingerlakes Wealth Management
New York
$1.11M +$4.28K +9 +0.4%
FWA
2554
FSM Wealth Advisors
Ohio
$1.11M -$183K -385 -14%
PP
2555
PrairieView Partners
Minnesota
$1.11M +$475 +1 +0%
CCP
2556
Clarity Capital Partners
California
$1.11M +$1.11M +2,333 New
BGAI
2557
Bruce G. Allen Investments
Colorado
$1.11M +$1.11M +2,330 New
Invesco
2558
Invesco
Georgia
$1.11M +$681K +1,432 +160%
PCMC
2559
Private Capital Management (Colorado)
Colorado
$1.1M -$110K -232 -9%
SFG
2560
Sather Financial Group
Texas
$1.1M +$240K +505 +28%
AOWM
2561
Alpha Omega Wealth Management
Virginia
$1.1M +$3.8K +8 +0.3%
WMWM
2562
Whitaker-Myers Wealth Managers
Ohio
$1.1M +$638K +1,343 +138%
ETS
2563
ESL Trust Services
New York
$1.1M -$455K -957 -29%
TAM
2564
Townsend Asset Management
North Carolina
$1.1M +$12.8K +27 +1%
BWCS
2565
Beirne Wealth Consulting Services
Connecticut
$1.09M -$17.2K -36 -2%
UF
2566
Univest Financial
Pennsylvania
$1.09M
BBNB
2567
Baker Boyer National Bank
Washington
$1.09M -$10.9K -23 -1%
CYG
2568
Clean Yield Group
Vermont
$1.09M
KDA
2569
Kraft Davis & Associates
Missouri
$1.09M -$488 -1 -0%
DGAM
2570
Desjardins Global Asset Management
Quebec, Canada
$1.09M -$1.6M -3,364 -59%
WIM
2571
WealthPlan Investment Management
Nebraska
$1.09M +$8.55K +18 +0.8%
WA
2572
Wealthstar Advisors
Texas
$1.09M +$33.7K +71 +3%
GCM
2573
Gallacher Capital Management
Colorado
$1.09M +$515K +1,084 +90%
FF
2574
Francis Financial
$1.08M
FG
2575
Fiduciary Group
Georgia
$1.08M +$397K +836 +58%