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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 %
EA
3001
Eudaimonia Advisors
Tennessee
$561K +$205K +431 +58%
AA
3002
AJ Advisors
Tennessee
$559K +$2.38K +5 +0.4%
HBWM
3003
Hollow Brook Wealth Management
New York
$558K
HKIMG
3004
Hutchens & Kramer Investment Management Group
Indiana
$558K -$14.7K -31 -3%
DBRC
3005
D.B. Root & Company
Pennsylvania
$557K +$557K +1,171 New
IC
3006
Innealta Capital
Texas
$556K
SFMG
3007
Sage Financial Management Group
Virginia
$554K
LI
3008
Louisbourg Investments
New Brunswick, Canada
$554K +$554K +1,165 New
RS
3009
Retirement Solution
Washington
$552K -$55.6K -117 -9%
ACM
3010
Ardent Capital Management
Ohio
$552K -$71.3K -150 -11%
GCA
3011
Greenwood Capital Associates
South Carolina
$549K -$34.2K -72 -6%
MAM
3012
Marotta Asset Management
Virginia
$548K -$26.6K -56 -5%
PVH
3013
Psagot Value Holdings
Israel
$548K -$39K -82 -7%
BIM
3014
Barton Investment Management
Pennsylvania
$547K -$114K -240 -17%
WCWM
3015
Willow Creek Wealth Management
California
$547K -$2.85K -6 -0.5%
IPGDR
3016
Investidor Profissional Gestao de Recursos
Brazil
$545K -$298K -627 -35%
AIA
3017
Arbor Investment Advisors
North Carolina
$545K
WSC
3018
Wellington Shields & Co
New York
$543K +$205K +432 +61%
FA
3019
FF Advisors
California
$543K +$543K +1,143 New
WTB
3020
Washington Trust Bank
Washington
$543K -$7.13K -15 -1%
LGG
3021
Luts & Greenleigh Group
Maryland
$543K +$237K +498 +77%
IWP
3022
Insight Wealth Partners
Texas
$541K -$9.03K -19 -2%
CC
3023
Constitution Capital
Connecticut
$541K
KIM
3024
Karpus Investment Management
New York
$540K +$3.33K +7 +0.6%
JIM
3025
JCP Investment Management
Texas
$540K