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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 %
WAM
2751
Weatherly Asset Management
California
$843K -$13.4K -28 -2%
SG
2752
Strid Group
Pennsylvania
$835K -$220K -462 -21%
III
2753
Independent Investors Inc
New York
$834K
RFG
2754
RFP Financial Group
Georgia
$833K +$951 +2 +0.1%
SWK
2755
Stephen W. Kidder
$832K -$9.51K -20 -1%
VRM
2756
Vectors Research Management
New York
$830K -$22.8K -48 -3%
LOPW
2757
Live Oak Private Wealth
North Carolina
$830K
M
2758
MYeCFO
California
$828K -$72.2K -152 -8%
DWM
2759
Drive Wealth Management
Utah
$825K -$90.7K -190 -10%
ICM
2760
IMS Capital Management
Oregon
$821K +$16.6K +35 +2%
IPW
2761
Intergy Private Wealth
Colorado
$820K -$8.08K -17 -1%
JWM
2762
Jessup Wealth Management
Ohio
$819K +$3.8K +8 +0.5%
PCM
2763
Passive Capital Management
Maryland
$819K
BWM
2764
Birchcreek Wealth Management
Ohio
$818K +$71.3K +150 +10%
LBA
2765
Letko, Brosseau & Associates
Quebec, Canada
$818K
WA
2766
WealthTrust Axiom
Pennsylvania
$818K +$104K +219 +15%
OAP
2767
One Advisory Partners
Kansas
$814K
NIM
2768
Nicollet Investment Management
Minnesota
$812K
PAG
2769
Powers Advisory Group
Illinois
$812K
MCA
2770
Martin Capital Advisors
Texas
$811K
SCP
2771
Syntal Capital Partners
Texas
$810K
EPM
2772
Elm Partners Management
Pennsylvania
$810K
6F
2773
626 Financial
Michigan
$809K -$121K -255 -13%
SFS
2774
Strategic Financial Services
New York
$808K -$32.3K -68 -4%
SWM
2775
Shakespeare Wealth Management
Wisconsin
$804K