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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 %
HNW
2701
High Note Wealth
Minnesota
$924K
CG
2702
CFO4Life Group
Texas
$924K -$475 -1 -0.1%
CPSC
2703
Carl P. Sherr & Co
Massachusetts
$924K
SOAG
2704
Silver Oak Advisory Group
Oregon
$921K
SWP
2705
Significant Wealth Partners
Illinois
$917K +$917K +1,930 New
YAL
2706
Your Advocates Ltd
Texas
$916K +$1.9K +4 +0.2%
PWP
2707
Precedent Wealth Partners
Texas
$915K +$915K +1,924 New
RSS
2708
Rosenblum Silverman Sutton
California
$913K -$1.43K -3 -0.2%
AW
2709
Alaethes Wealth
Nevada
$908K -$164K -345 -15%
ECM
2710
EagleClaw Capital Management
Massachusetts
$902K +$273K +575 +43%
IAS
2711
IMA Advisory Services
Colorado
$900K
MSA
2712
Marino Stram & Associates
Massachusetts
$898K +$1.43K +3 +0.2%
DWMS
2713
Dominguez Wealth Management Solutions
Virginia
$898K -$65.1K -137 -7%
GWCM
2714
Godshalk Welsh Capital Management
Pennsylvania
$891K
RCM
2715
Radnor Capital Management
Pennsylvania
$890K
FDDB
2716
Fidelity D&D Bancorp
Pennsylvania
$890K +$602K +1,266 +209%
VPA
2717
Vernal Point Advisors
California
$888K +$888K +1,860 New
FCM
2718
Fourpath Capital Management
Oklahoma
$886K
CG
2719
Clarus Group
Texas
$885K +$22.8K +48 +3%
MAM
2720
Meeder Asset Management
Ohio
$885K
WRPWM
2721
Werba Rubin Papier Wealth Management
California
$882K +$2.86K +6 +0.3%
KFA
2722
Kapstone Financial Advisors
Ohio
$882K
PFC
2723
Poplar Forest Capital
California
$882K
WSWA
2724
Warren Street Wealth Advisors
California
$881K +$31.8K +67 +4%
CTA
2725
Colonial Trust Advisors
South Carolina
$879K