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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 %
3AM
2951
3EDGE Asset Management
Florida
$602K -$32.3K -68 -5%
EL
2952
Envoi LLC
Minnesota
$601K
BWP
2953
Barlow Wealth Partners
Kentucky
$601K +$601K +1,264 New
IIM
2954
Ipswich Investment Management
Massachusetts
$600K
SFI
2955
SPC Financial Inc
Maryland
$597K +$224K +471 +60%
HWM
2956
HighMark Wealth Management
Minnesota
$597K -$23.8K -50 -4%
GCA
2957
Gradient Capital Advisors
California
$597K -$15.7K -33 -3%
4WM
2958
4J Wealth Management
Virginia
$596K -$428K -900 -42%
FMN
2959
Financial Management Network
California
$596K -$211K -451 -26%
CT
2960
Columbia Trust
Oregon
$595K -$273K -575 -31%
VH
2961
Visionary Horizons
Tennessee
$594K +$594K +1,250 New
TIA
2962
Tandem Investment Advisors
South Carolina
$594K -$4.75K -10 -0.8%
HG
2963
Harbor Group
New Hampshire
$593K -$46.1K -97 -7%
GB
2964
Goepper Burkhardt
South Carolina
$592K -$35.6K -71 -6%
LL
2965
LWMG LLC
Minnesota
$592K -$64.7K -136 -10%
JA
2966
JVL Associates
Michigan
$590K -$190K -400 -24%
HC
2967
Hourglass Capital
Texas
$590K -$44.7K -94 -7%
NQWM
2968
Northwest Quadrant Wealth Management
Oregon
$589K +$329K +692 +126%
WFAG
2969
Wescott Financial Advisory Group
Pennsylvania
$589K -$1.43K -3 -0.2%
APM
2970
a16z Perennial Management
California
$589K +$589K +1,239 New
SFC
2971
Strategic Financial Concepts
Texas
$588K -$1.24M -2,601 -68%
QWM
2972
Quaker Wealth Management
New Jersey
$586K -$23.3K -49 -4%
OBWP
2973
O'Brien Wealth Partners
Massachusetts
$585K -$94.6K -199 -14%
BWL
2974
Beacon Wealthcare LLC
North Carolina
$585K -$4.75K -10 -0.8%
ZIG
2975
Zuckerman Investment Group
Illinois
$584K