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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 %
CCM
3126
Check Capital Management
California
$459K +$70.8K +149 +18%
TFF
3127
The Family Firm
Maryland
$456K -$54.2K -114 -11%
FA
3128
FC Advisory
Pennsylvania
$454K +$475 +1 +0.1%
AFA
3129
Alpha Financial Advisors
North Carolina
$454K +$189K +397 +71%
MCB
3130
Morton Community Bank
Illinois
$453K +$453K +954 New
HCA
3131
Hyperion Capital Advisors
New York
$452K -$318K -670 -41%
RCI
3132
RS Crum Inc
California
$452K +$72.7K +153 +19%
OCG
3133
Opus Capital Group
Ohio
$452K -$35.1K -74 -7%
S
3134
SimplyRich
California
$452K +$452K +952 New
FPCG
3135
Fort Pitt Capital Group
Pennsylvania
$451K
AFWM
3136
AMJ Financial Wealth Management
Virginia
$449K +$9.98K +21 +2%
CRI
3137
Colonial River Investments
Virginia
$448K -$143K -301 -24%
GSAM
3138
Grant Street Asset Management
Pennsylvania
$448K +$475 +1 +0.1%
WMA
3139
Wealth Management Associates
New Jersey
$448K +$131K +275 +41%
CM
3140
Cornerstone Management
Georgia
$447K
CA
3141
CapWealth Advisors
Tennessee
$447K -$112K -235 -20%
MKA
3142
M. Kulyk & Associates
Georgia
$447K +$44.7K +94 +11%
KFSC
3143
Keystone Financial Services (Colorado)
Colorado
$447K
MIA
3144
MeadowBrook Investment Advisors
Michigan
$446K +$446K +939 New
RCM
3145
Requisite Capital Management
Texas
$446K +$446K +938 New
AWP
3146
Avid Wealth Partners
Texas
$445K +$445K +937 New
MAC
3147
Mason & Associates (California)
California
$444K
LC
3148
Landaas & Company
Wisconsin
$443K
FC
3149
Fulcrum Capital
Washington
$442K
PGAM
3150
Princeton Global Asset Management
New Jersey
$441K +$142K +298 +47%