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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 %
CVM
2976
Cheviot Value Management
California
$583K +$230K +483 +65%
RPGK
2977
Retirement Planning Group (Kansas)
Kansas
$583K -$20.4K -43 -3%
D
2978
Dentgroup
Louisiana
$581K -$115K -242 -17%
IWM
2979
Iams Wealth Management
Nebraska
$580K -$9.98K -21 -2%
NPF
2980
Norris Perne & French
Michigan
$580K +$51.8K +109 +10%
EFH
2981
Eaton Financial Holdings
Florida
$577K +$1.43K +3 +0.2%
SIA
2982
Sage Investment Advisers
New York
$577K +$48K +101 +9%
GHA
2983
Granite Harbor Advisors
Texas
$574K
JPWM
2984
Jamison Private Wealth Management
Georgia
$572K +$1.43K +3 +0.2%
TWM
2985
TriaGen Wealth Management
California
$571K
RI
2986
Rinkey Investments
California
$571K +$161K +339 +39%
EVM
2987
Evelyn V. Moreno
$570K -$2.86M -6,010 -83%
IFS
2988
Intelligent Financial Strategies
Minnesota
$570K
MCA
2989
Magnolia Capital Advisors
Mississippi
$570K -$40.3K -82 -7%
KAM
2990
KEB Asset Management
Illinois
$569K
EF
2991
Exeter Financial
Arizona
$569K
PA
2992
Probity Advisors
Texas
$568K -$168K -353 -23%
FTDI
2993
First Trust Direct Indexing
Massachusetts
$567K +$331K +696 +140%
HCM
2994
Hall Capital Management
Rhode Island
$567K
OWM
2995
OneAscent Wealth Management
Alabama
$567K +$567K +1,193 New
DOA
2996
D'Orazio & Associates
Virginia
$567K +$5.23K +11 +0.9%
VFG
2997
Victory Financial Group
Texas
$562K +$562K +1,183 New
ACM
2998
Altrius Capital Management
North Carolina
$561K +$475 +1 +0.1%
BFA
2999
Buttonwood Financial Advisors
Maryland
$561K +$951 +2 +0.2%
NWM
3000
Northcape Wealth Management
New York
$561K -$23.8K -50 -4%