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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 %
CG
2776
Castellan Group
Kentucky
$804K
SIA
2777
Strategic Investment Advisors
Michigan
$804K +$29.5K +62 +4%
BB
2778
Burford Brothers
Texas
$801K +$801K +1,686 New
GIA
2779
GHP Investment Advisors
Colorado
$799K +$235K +495 +42%
BCM
2780
Buckhead Capital Management
Georgia
$795K +$62.3K +131 +8%
SW
2781
SkyOak Wealth
Michigan
$794K +$475 +1 +0.1%
KAM
2782
Kraft Asset Management
Tennessee
$791K
RG
2783
Retirement Group
California
$790K -$2.14M -4,510 -73%
FPWM
2784
FSB Premier Wealth Management
Iowa
$790K -$26.6K -56 -3%
AWMS
2785
Advocacy Wealth Management Services
Georgia
$789K
IPAM
2786
Investment Partners Asset Management
New Jersey
$788K +$788K +1,658 New
PCA
2787
Providence Capital Advisors
North Carolina
$785K -$1.9K -4 -0.2%
SCP
2788
Stevens Capital Partners
Nebraska
$785K +$58.5K +123 +8%
SC
2789
Sinecera Capital
Texas
$784K -$388K -811 -33%
JWWM
2790
Johnson & White Wealth Management
Pennsylvania
$784K +$63.2K +133 +9%
SFM
2791
Stack Financial Management
Montana
$782K +$475 +1 +0.1%
LWM
2792
Lodestone Wealth Management
Washington
$782K -$1.07M -2,256 -58%
CICC
2793
Capital Investment Counsel (Colorado)
Colorado
$781K +$781K +1,643 New
SWM
2794
Seaside Wealth Management
California
$776K -$22.8K -48 -3%
RWM
2795
Rockwood Wealth Management
Pennsylvania
$776K -$52.8K -111 -6%
PCMC
2796
Planning Capital Management Corporation
Pennsylvania
$775K +$775K +1,630 New
SIG
2797
Spinnaker Investment Group
California
$774K -$4.75K -10 -0.6%
CWP
2798
Concord Wealth Partners
Virginia
$773K -$78.4K -165 -9%
CL
2799
CIM LLC
New York
$773K +$275K +542 +55%
CWM
2800
CMH Wealth Management
New Hampshire
$770K +$770K +1,621 New