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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 %
KFI
2826
Key Financial Inc
Pennsylvania
$744K -$34.7K -73 -4%
GGS
2827
Galvin Gaustad & Stein
Arizona
$744K +$214K +450 +40%
BFIC
2828
Bedell Frazier Investment Counselling
California
$743K -$84.6K -178 -10%
PFA
2829
Pathway Financial Advisers
Indiana
$743K +$115K +243 +18%
EBWM
2830
Eagle Bluffs Wealth Management
Missouri
$742K
BL
2831
Balentine LLC
Georgia
$741K -$4.75K -10 -0.6%
AIA
2832
Alternative Investment Advisors
Florida
$738K +$179K +377 +32%
FCT
2833
Family Capital Trust
Massachusetts
$734K
TPA
2834
Trivium Point Advisory
Connecticut
$733K +$82.2K +173 +13%
CFO
2835
CVA Family Office
Colorado
$730K +$475 +1 +0.1%
HCP
2836
Hexagon Capital Partners
Arkansas
$725K -$11.9K -25 -2%
NAMM
2837
NorthStar Asset Management (Massachusetts)
Massachusetts
$723K -$9.51K -20 -1%
BPFA
2838
Barnes Pettey Financial Advisors
Mississippi
$723K -$24.7K -52 -3%
LTI
2839
Laffer Tengler Investments
Tennessee
$719K +$30.4K +64 +4%
AA
2840
Aufman Associates
Pennsylvania
$718K -$9.03K -19 -1%
PGF
2841
Plan Group Financial
Oklahoma
$717K -$1.15M -2,415 -62%
TNB
2842
Thomasville National Bank
Georgia
$716K +$136K +286 +23%
PCI
2843
Planning Center Inc
Illinois
$715K +$265K +558 +59%
GCM
2844
Gables Capital Management
Florida
$715K -$22.3K -47 -3%
RIM
2845
RW Investment Management
Idaho
$714K
JLBC
2846
J.L. Bainbridge & Co
Florida
$713K +$57K +120 +9%
DAM
2847
Doheny Asset Management
California
$713K
HAG
2848
HF Advisory Group
Maryland
$713K +$203K +428 +40%
ATIA
2849
American Trust Investment Advisors
New Hampshire
$711K
WA
2850
WESPAC Advisors
California
$711K +$8.08K +17 +1%