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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 %
VT
3151
Vise Technologies
New York
$440K +$20K +42 +5%
DCM
3152
DGS Capital Management
New Jersey
$440K
TPW
3153
Transatlantique Private Wealth
New York
$439K
FSCM
3154
Front Street Capital Management
Montana
$438K +$2.85K +6 +0.7%
MAM
3155
MWA Asset Management
Massachusetts
$436K -$475 -1 -0.1%
WA
3156
Waterford Advisors
New York
$434K
CST
3157
Charles Schwab Trust
Nevada
$434K
NEPPG
3158
New England Professional Planning Group
Rhode Island
$433K
BIM
3159
Bridges Investment Management
Nebraska
$433K
FPCG
3160
Forum Private Client Group
Indiana
$432K +$432K +910 New
TC
3161
Trust Company
Kansas
$431K -$96.5K -203 -18%
VCM
3162
Vision Capital Management
Oregon
$431K +$431K +906 New
SCM
3163
Stonehearth Capital Management
Massachusetts
$430K
P8IP
3164
Pier 88 Investment Partners
California
$428K -$2.14M -4,500 -83%
AL
3165
ADE LLC
Maryland
$427K
BMCM
3166
Burns Matteson Capital Management
New York
$426K +$59.4K +125 +16%
BA
3167
Bellwether Advisors
Nebraska
$426K +$8.56K +18 +2%
BFA
3168
Bluestem Financial Advisors
Illinois
$425K -$31.4K -66 -7%
HI
3169
Hudock Inc
Pennsylvania
$425K +$92.3K +194 +28%
ZIG
3170
Zullo Investment Group
Pennsylvania
$425K +$106K +223 +33%
MGAM
3171
McGowan Group Asset Management
Texas
$424K +$424K +892 New
TDWM
3172
Topel & Distasi Wealth Management
California
$423K -$9.04K -19 -2%
MSWM
3173
McGlone Suttner Wealth Management
Wisconsin
$423K +$475 +1 +0.1%
CIA
3174
CCM Investment Advisers
South Carolina
$420K +$420K +884 New
NC
3175
Napatree Capital
Rhode Island
$420K +$420K +883 New