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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 %
ELM
3076
Elite Life Management
Florida
$495K +$495K +1,041 New
NF
3077
NavPoint Financial
Minnesota
$494K +$494K +1,038 New
QHA
3078
Quarry Hill Advisors
Minnesota
$493K
WP
3079
Wealthspan Partners
Iowa
$493K -$951 -2 -0.2%
RPG
3080
Resource Planning Group
Georgia
$493K +$1.9K +4 +0.4%
EWM
3081
Elmwood Wealth Management
California
$492K
CCM
3082
Coerente Capital Management
Ontario, Canada
$492K +$492K +1,035 New
DWM
3083
Darwin Wealth Management
Florida
$491K -$74.1K -156 -13%
2L
3084
25 LLC
Missouri
$490K
SBF
3085
Sara-Bay Financial
Florida
$489K -$22.3K -47 -4%
SAM
3086
Steinberg Asset Management
New York
$489K
PI
3087
Pachira Investments
California
$488K +$488K +1,026 New
EIA
3088
Eastover Investment Advisors
North Carolina
$487K
TH
3089
TCTC Holdings
Texas
$486K +$10.9K +23 +2%
EIM
3090
Essex Investment Management
Massachusetts
$485K -$84.6K -178 -15%
TCM
3091
TD Capital Management
Tennessee
$485K +$1.43K +3 +0.3%
LAM
3092
Lakewood Asset Management
Illinois
$484K +$50.4K +106 +12%
PFS
3093
Prospect Financial Services
New York
$483K +$483K +1,017 New
QWP
3094
Quotient Wealth Partners
Texas
$483K +$483K +1,016 New
HCM
3095
Highlander Capital Management
New Jersey
$482K +$10.9K +23 +2%
BWM
3096
BCGM Wealth Management
Indiana
$481K
ACIM
3097
Azimuth Capital Investment Management
Michigan
$481K +$11.9K +25 +3%
EMAM
3098
Encompass More Asset Management
California
$479K +$479K +1,008 New
AIM
3099
Athena Investment Management
California
$478K
TC
3100
Truvestments Capital
Florida
$478K +$8.55K +18 +2%