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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 %
PCM
2851
Pennsylvania Capital Management
Pennsylvania
$710K -$4.28K -9 -0.6%
CAM
2852
Cypress Asset Management
Texas
$709K -$54.2K -114 -7%
SLG
2853
Stanley-Laman Group
Pennsylvania
$708K +$708K +1,490 New
PWSG
2854
Pacific Wealth Strategies Group
California
$706K +$88.9K +187 +14%
EWA
2855
Encompass Wealth Advisors
Oregon
$705K
GFG
2856
Greystone Financial Group
Michigan
$705K +$705K +1,484 New
FWM
2857
Finer Wealth Management
Massachusetts
$704K +$55.6K +117 +9%
LIA
2858
LS Investment Advisors
Michigan
$703K +$4.75K +10 +0.7%
FAM
2859
Fenimore Asset Management
New York
$702K
CIA
2860
Cladis Investment Advisory
Montana
$701K -$1.9K -4 -0.3%
EI
2861
Ethic Inc
New York
$700K
FWM
2862
Fortress Wealth Management
California
$699K +$2.38K +5 +0.3%
AWM
2863
Aberdeen Wealth Management
Illinois
$698K +$698K +1,469 New
NWM
2864
Napa Wealth Management
California
$698K +$698K +1,469 New
WFM
2865
Wolff Financial Management
Michigan
$698K +$950 +2 +0.1%
SWM
2866
Scissortail Wealth Management
Oklahoma
$698K +$698K +1,420 New
TIA
2867
Tiemann Investment Advisors
California
$697K
VC
2868
Vicus Capital
Pennsylvania
$696K -$165K -2,077 -19%
IFA
2869
Interactive Financial Advisors
Illinois
$696K +$598K +6,695 +610%
AWM
2870
AllSquare Wealth Management
New York
$693K
BAM
2871
Bellevue Asset Management
Washington
$689K -$136K -285 -16%
LI
2872
Lafayette Investments
Maryland
$687K -$34.2K -72 -5%
CCA
2873
Criterion Capital Advisors
Tennessee
$686K +$686K +1,443 New
WFA
2874
Wade Financial Advisory
California
$685K
NOI
2875
Newton One Investments
Delaware
$684K +$2.38K +5 +0.3%