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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 %
HWA
2651
Heartwood Wealth Advisors
Virginia
$988K +$10.5K +22 +1%
B
2652
Bellecapital
Switzerland
$988K +$47.5K +100 +5%
NEWAS
2653
N.E.W. Advisory Services
Wisconsin
$987K +$50.4K +106 +5%
CCA
2654
Cora Capital Advisors
New Jersey
$986K +$63.2K +133 +7%
SCP
2655
Seizert Capital Partners
Michigan
$986K +$986K +2,075 New
APSI
2656
Asset Planning Services Inc
Louisiana
$986K +$9.98K +21 +1%
BTIM
2657
BancFirst Trust & Investment Management
Oklahoma
$985K
BAM
2658
BOS Asset Management
Illinois
$984K +$62.7K +132 +7%
WE
2659
Wealth Effects
Massachusetts
$981K +$515K +1,083 +111%
RSA
2660
River Street Advisors
Illinois
$981K +$337K +708 +52%
VCM
2661
Viewpoint Capital Management
Washington
$981K
PWS
2662
Private Wealth Strategies
Ohio
$980K +$475 +1 +0%
MMG
2663
Monetary Management Group
Missouri
$978K -$131K -275 -12%
PA
2664
Paragon Advisors
Texas
$977K -$1.74M -3,660 -64%
RFS
2665
Richardson Financial Services
Massachusetts
$974K +$974K +2,050 New
PA
2666
Prossimo Advisors
California
$974K
EM
2667
Excalibur Management
Massachusetts
$973K -$12.9K -27 -1%
JWM
2668
JPL Wealth Management
Colorado
$972K +$972K +2,046 New
AIA
2669
Angeles Investment Advisors
California
$967K +$967K +2,026 New
DWM
2670
Dorchester Wealth Management
Quebec, Canada
$966K +$19K +40 +2%
CICI
2671
Capital Investment Counsel Inc
North Carolina
$966K +$966K +2,032 New
GWM
2672
Graybill Wealth Management
Illinois
$965K +$51.3K +108 +6%
SPWG
2673
Syntegra Private Wealth Group
Missouri
$963K +$9.51K +20 +1%
FL
2674
FreeGulliver LLC
Louisiana
$963K +$963K +2,025 New
PMSA
2675
Patrick M. Sweeney & Associates
Illinois
$960K +$960K +2,020 New