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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 %
CFCI
2801
Comprehensive Financial Consultants Institutional
Indiana
$770K -$11.4K -24 -1%
DIS
2802
Diversified Investment Strategies
Louisiana
$770K
GA
2803
GoalVest Advisory
New York
$766K +$139K +293 +22%
PPWM
2804
PFG Private Wealth Management
Florida
$765K -$28K -59 -4%
FB
2805
First Bancorp
Maine
$764K -$1.43K -3 -0.2%
HS
2806
Horan Securities
United States
$764K +$57K +120 +8%
MCM
2807
McDonough Capital Management
Florida
$762K -$951 -2 -0.1%
DMIC
2808
Dixon Mitchell Investment Counsel
British Columbia, Canada
$762K +$500K +1,047 +190%
CWM
2809
Concentric Wealth Management
California
$760K -$14.3K -30 -2%
VFG
2810
Valley Financial Group
Pennsylvania
$759K +$759K +1,597 New
CW
2811
Channel Wealth
California
$759K +$472K +992 +164%
ACM
2812
Alamar Capital Management
California
$757K
OC
2813
Opinicus Capital
Florida
$757K +$757K +1,593 New
RWM
2814
Ruedi Wealth Management
Illinois
$755K -$71.8K -151 -9%
VW
2815
Vance Wealth
California
$755K +$32.8K +69 +5%
BOS
2816
Bank of Stockton
California
$753K
AFC
2817
AFT Forsyth & Company
Florida
$751K -$94.6K -199 -11%
MSWM
2818
Mowery & Schoenfeld Wealth Management
Illinois
$751K +$751K +1,580 New
LFA
2819
LifeGuide Financial Advisors
Pennsylvania
$750K -$29.9K -63 -4%
RCG
2820
Regatta Capital Group
California
$749K +$48.5K +102 +7%
LWM
2821
Lakeridge Wealth Management
Ohio
$749K +$749K +1,575 New
IP
2822
Isthmus Partners
Wisconsin
$748K
PFG
2823
PAX Financial Group
Texas
$748K -$66.8K -134 -8%
MWM
2824
Marion Wealth Management
Pennsylvania
$745K +$86K +181 +13%
CRI
2825
Commonwealth Retirement Investments
Virginia
$745K