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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 %
HP
3026
Hilltop Partners
Indiana
$539K +$8.56K +18 +2%
RDFA
3027
Ritter Daniher Financial Advisory
Ohio
$539K -$101K -212 -16%
JJBC
3028
James J. Burns & Company
New York
$539K +$105K +221 +24%
SFG
3029
Socha Financial Group
New York
$538K +$2.38K +5 +0.4%
KV
3030
Kickstand Ventures
New York
$537K +$194K +408 +57%
SL
3031
SWMG LLC
Texas
$536K -$28K -59 -5%
CWM
3032
Certus Wealth Management
California
$534K
RWM
3033
Rezny Wealth Management
Florida
$533K +$135K +284 +34%
GF
3034
Gimbal Financial
Indiana
$533K +$533K +1,121 New
PPWM
3035
Paragon Private Wealth Management
Kentucky
$532K +$532K +1,120 New
I
3036
IMPACTfolio
Colorado
$532K
LAIC
3037
Lederer & Associates Investment Counsel
California
$532K
HFP
3038
Holistic Financial Partners
Indiana
$532K -$95.5K -201 -15%
CP
3039
Covenant Partners
Tennessee
$530K +$530K +1,116 New
AMM
3040
American Money Management
California
$530K +$951 +2 +0.2%
SIG
3041
Stonegate Investment Group
Alabama
$529K +$9.51K +20 +2%
BWP
3042
Bernardo Wealth Planning
Pennsylvania
$527K +$111K +233 +27%
HSWM
3043
Hubbell Strickland Wealth Management
Louisiana
$526K +$951 +2 +0.2%
AFIA
3044
America First Investment Advisors
Nebraska
$524K +$1.9K +4 +0.4%
DB
3045
Dravo Bay
Delaware
$524K +$524K +1,102 New
ECM
3046
EMC Capital Management
Texas
$523K -$428K -900 -45%
CPW
3047
Cove Private Wealth
New York
$523K +$523K +1,100 New
HHGA
3048
Halbert Hargrove Global Advisors
California
$521K -$230K -484 -31%
PA
3049
PFW Advisors
Georgia
$520K
CWR
3050
Chico Wealth RIA
California
$519K +$519K +1,093 New