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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 %
TFM
3051
Trademark Financial Management
Minnesota
$519K +$519K +1,093 New
AWM
3052
AAF Wealth Management
Massachusetts
$519K +$951 +2 +0.2%
HBW
3053
Hazlett, Burt & Watson
West Virginia
$519K -$145K -304 -22%
IWA
3054
IVC Wealth Advisors
Pennsylvania
$519K -$19K -40 -4%
TWP
3055
Total Wealth Planning
Ohio
$517K +$77.9K +164 +18%
SP
3056
Stonebrook Private
Michigan
$512K +$512K +1,077 New
SIC
3057
SJS Investment Consulting
Ohio
$512K
CFGF
3058
Compass Financial Group (Florida)
Florida
$511K -$13.8K -29 -3%
VFPW
3059
Vantage Financial Partners (Wisconsin)
Wisconsin
$511K +$511K +1,074 New
AFM
3060
Abbot Financial Management
Massachusetts
$510K +$21.4K +45 +4%
SL
3061
SFM LLC
New Hampshire
$510K +$510K +1,074 New
CWA
3062
Canvas Wealth Advisors
Kansas
$508K +$266K +557 +109%
HWMC
3063
Heritage Wealth Management (California)
California
$505K +$505K +1,063 New
CM
3064
Columbus Macro
Pennsylvania
$503K
CWM
3065
Cabot Wealth Management
Massachusetts
$503K +$261K +549 +108%
NRW
3066
Nova R Wealth
Kansas
$503K
KCM
3067
KRS Capital Management
Michigan
$502K
GSEP
3068
Golden State Equity Partners
California
$502K +$7.6K +16 +2%
DAM
3069
Derbend Asset Management
Georgia
$501K +$501K +1,055 New
CEI
3070
Clark Estates Inc
New York
$501K
CNFG
3071
Creegan & Nassoura Financial Group
New Hampshire
$499K
SSW
3072
Smith Shellnut Wilson
Mississippi
$499K +$98.9K +208 +25%
SNB
3073
Security National Bank
Nebraska
$496K
OCM
3074
Orleans Capital Management
Louisiana
$496K
LI
3075
LVZ Inc
Michigan
$495K +$73.7K +155 +17%