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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 %
SA
2676
Sage Advisors
Colorado
$959K +$959K +2,017 New
CIM
2677
Chapman Investment Management
California
$959K
PWM
2678
Prosperity Wealth Management
California
$957K -$612K -1,287 -39%
EB
2679
Exchange Bank
California
$955K -$10.9K -23 -1%
AIC
2680
Archer Investment Corporation
Indiana
$954K -$9.03K -19 -0.9%
APC
2681
Asset Planning Corporation
Tennessee
$953K +$20.9K +44 +2%
BMC
2682
Bear Mountain Capital
Washington
$952K +$952K +2,004 New
SMF
2683
Sterling Manor Financial
New York
$951K
VWMG
2684
Virginia Wealth Management Group
Virginia
$951K
A
2685
AlphaQuest
New York
$951K +$951K +2,000 New
FA
2686
Fountainhead AM
New Jersey
$947K +$2.85K +6 +0.3%
TT
2687
TI-Trust
Illinois
$944K
CC
2688
Capital Counsel
New York
$943K
RIA
2689
Retirement Investment Advisors
Oklahoma
$943K -$943K -1,983 -50%
MCM
2690
Maple Capital Management
Vermont
$943K -$604K -1,270 -39%
AWA
2691
ARQ Wealth Advisors
Arizona
$940K -$47.5K -100 -5%
PHIC
2692
Pine Haven Investment Counsel
Massachusetts
$940K
CPG
2693
Cornerstone Planning Group
New Jersey
$937K +$3.33K +7 +0.4%
DEM
2694
Disciplined Equity Management
Florida
$937K +$677K +1,425 +261%
SWM
2695
Sendero Wealth Management
Texas
$931K +$136K +287 +17%
OCPWS
2696
One Charles Private Wealth Services
Massachusetts
$930K +$378K +796 +69%
BWA
2697
Bordeaux Wealth Advisors
California
$929K +$540K +1,136 +139%
FC
2698
FCA Corp
Texas
$929K +$143K +300 +18%
NW
2699
Naviter Wealth
Arkansas
$926K -$52.5K -110 -5%
AF
2700
Alerus Financial
North Dakota
$925K -$951 -2 -0.1%