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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 %
IAG
2901
Investment Advisory Group
Massachusetts
$660K +$122K +257 +23%
EL
2902
EWA LLC
Pennsylvania
$659K +$1.48K +3 +0.2%
BCAM
2903
Boston Common Asset Management
Massachusetts
$659K +$659K +1,386 New
CWP
2904
Core Wealth Partners
California
$657K +$97K +204 +17%
VAG
2905
VisionPoint Advisory Group
Texas
$655K +$67.5K +142 +11%
IIC
2906
Integrated Investment Consultants
Michigan
$651K +$36.1K +76 +6%
TA
2907
TFB Advisors
Kansas
$650K -$315K -662 -33%
CAM
2908
Costello Asset Management
Pennsylvania
$648K +$32.3K +68 +5%
MWA
2909
MN Wealth Advisors
Kansas
$648K +$648K +1,363 New
HWMG
2910
Hurlow Wealth Management Group
Indiana
$646K -$475 -1 -0.1%
FG
2911
Fairman Group
Pennsylvania
$645K +$645K +1,351 New
SHWM
2912
Smith & Howard Wealth Management
Georgia
$644K -$5.97M -12,563 -90%
SIA
2913
Schear Investment Advisers
Ohio
$641K +$475 +1 +0.1%
NCM
2914
Narwhal Capital Management
Georgia
$641K +$5.23K +11 +0.8%
RPSA
2915
Richard P. Slaughter Associates
Texas
$641K
RCM
2916
Rain Capital Management
Oregon
$641K +$2.38K +5 +0.4%
BCFS
2917
Butensky & Cohen Financial Security
Florida
$638K +$8.08K +17 +1%
SDWIA
2918
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K
FA
2919
Financial Alternatives
California
$637K +$637K +1,341 New
PWG
2920
Portside Wealth Group
Utah
$636K +$7.13K +15 +1%
RL
2921
Rogco LP
Oklahoma
$634K -$333K -701 -34%
TCMP
2922
Thrive Capital Management (Pennsylvania)
Pennsylvania
$633K -$6.65K -14 -1%
GFWA
2923
Grey Fox Wealth Advisors
Delaware
$633K +$101K +211 +19%
WWM
2924
Wiser Wealth Management
Georgia
$631K +$1.4K +3 +0.2%
SW
2925
Simplicity Wealth
New Jersey
$630K +$239K +502 +61%