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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 %
TWM
2601
Trevian Wealth Management
Massachusetts
$1.05M -$97.5K -205 -9%
MWA
2602
Monograph Wealth Advisors
California
$1.04M -$716K -1,500 -41%
EGWAG
2603
Elwood & Goetz Wealth Advisory Group
Georgia
$1.04M -$382K -803 -27%
ORC
2604
O'Rourke & Company
Massachusetts
$1.04M +$127K +267 +14%
VCS
2605
Vaughan & Co Securities
New Jersey
$1.04M +$2.38K +5 +0.2%
FA
2606
FSA Advisors
Michigan
$1.04M +$1.04M +2,193 New
KBC Group
2607
KBC Group
Belgium
$1.04M
3IP
2608
3Chopt Investment Partners
Virginia
$1.04M +$1.04M +2,179 New
SFC
2609
SYM Financial Corp
Indiana
$1.04M +$54.7K +115 +6%
GCS
2610
Gordian Capital (Singapore)
Singapore
$1.04M
ACA
2611
Affinity Capital Advisors
California
$1.03M +$81.3K +171 +9%
4WM
2612
49 Wealth Management
Texas
$1.03M +$1.03M +2,163 New
JFA
2613
JNBA Financial Advisors
Minnesota
$1.03M -$224K -472 -18%
OAM
2614
Occidental Asset Management
California
$1.02M +$233K +491 +30%
OHIS
2615
Oak Harvest Investment Services
Texas
$1.02M -$250K -526 -20%
LG
2616
LAM Group
Oregon
$1.02M
RSWA
2617
Robinson Smith Wealth Advisors
Maine
$1.02M +$1.02M +2,149 New
WFA
2618
Websterrogers Financial Advisors
South Carolina
$1.02M -$20.9K -44 -2%
EFL
2619
ERn Financial LLC
Wisconsin
$1.02M -$21.4K -45 -2%
ML
2620
Mayport LLC
Massachusetts
$1.02M -$59.4K -125 -6%
MSFP
2621
Mark Sheptoff Financial Planning
Connecticut
$1.02M +$475 +1 +0%
CBA
2622
Coastal Bridge Advisors
Connecticut
$1.01M -$22.8K -48 -2%
AFP
2623
Alpha Financial Partners
Kentucky
$1.01M +$6.18K +13 +0.6%
AFA
2624
American Financial Advisors
Georgia
$1.01M +$7.13K +15 +0.7%
SIM
2625
Stratos Investment Management
Ohio
$1.01M -$15.7K -33 -2%