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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 %
CFAM
3101
Center For Asset Management
Florida
$475K +$9.03K +19 +2%
S4W
3102
Solutions 4 Wealth
Texas
$475K +$475K +1,000 New
PCM
3103
Palisade Capital Management
New Jersey
$475K
WPWM
3104
Western Pacific Wealth Management
Illinois
$475K -$105K -222 -18%
LWA
3105
Lineweaver Wealth Advisors
Ohio
$475K +$475K +999 New
FNFDCM
3106
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$475K
APW
3107
Acima Private Wealth
Virginia
$475K
RhumbLine Advisers
3108
RhumbLine Advisers
Massachusetts
$474K -$38K -80 -7%
CPG
3109
Custom Portfolio Group
Colorado
$473K +$473K +992 New
AT
3110
Arden Trust
Delaware
$472K
BI
3111
Ballast Inc
Kentucky
$471K
RIP
3112
RAM Investment Partners
Washington
$469K -$193K -406 -29%
SFA
3113
Seneca Financial Advisors
New York
$468K
MRCM
3114
M&R Capital Management
New Jersey
$467K -$41.4K -87 -8%
TFA
3115
TPG Financial Advisors
Oregon
$467K
IRC
3116
Investors Research Corp
Georgia
$466K
TW
3117
Traveka Wealth
California
$465K +$465K +978 New
NC
3118
NovaPoint Capital
Georgia
$465K +$24.2K +51 +6%
LC
3119
Lincoln Capital
Nebraska
$465K +$9.51K +20 +2%
WWP
3120
Waypoint Wealth Partners
California
$463K -$65.6K -138 -12%
PDM
3121
Penn Davis McFarland
Texas
$463K +$121K +254 +35%
1WA
3122
180 Wealth Advisors
Washington
$462K +$163K +345 +55%
AIA
3123
Allied Investment Advisors
Montana
$462K +$462K +971 New
KL
3124
KWMG LLC
Kansas
$460K -$168K -354 -27%
SIA
3125
Stegner Investment Associates
Kentucky
$460K +$476 +1 +0.1%