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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 %
WAM
3176
Worth Asset Management
Texas
$419K +$175K +368 +72%
BBW
3177
Blue Barn Wealth
Utah
$418K +$476 +1 +0.1%
AG
3178
Advocate Group
Minnesota
$418K
WIP
3179
WealthCare Investment Partners
Rhode Island
$417K +$146K +307 +54%
RWM
3180
Reston Wealth Management
Virginia
$417K -$55.1K -116 -12%
EPWM
3181
Essex Private Wealth Management
Massachusetts
$417K -$70.8K -149 -15%
RIA
3182
RPG Investment Advisory
California
$416K +$56.6K +119 +16%
ACM
3183
Academy Capital Management
Texas
$414K -$3.33K -7 -0.8%
CAP
3184
Columbia Advisory Partners
Washington
$413K +$413K +869 New
PE
3185
Point72 Europe
United Kingdom
$410K -$12.1M -25,509 -97%
PPWP
3186
Premier Path Wealth Partners
New Jersey
$410K +$410K +837 New
SWM
3187
Silverlake Wealth Management
Vermont
$410K
SF
3188
Slagle Financial
Illinois
$409K +$205K +859 +100%
AWMT
3189
AAFMAA Wealth Management & Trust
North Carolina
$409K +$1.9K +4 +0.5%
RP
3190
Rowlandmiller & Partners
Georgia
$407K
DC
3191
DeDora Capital
California
$407K
JAFL
3192
Jay A. Fishman Ltd
Michigan
$406K
BWG
3193
Balanced Wealth Group
Ohio
$402K +$402K +845 New
RLWM
3194
RF&L Wealth Management
Massachusetts
$400K
BWG
3195
Beta Wealth Group
California
$400K +$10.9K +23 +3%
RWA
3196
Rainsberger Wealth Advisors
Colorado
$399K +$23.8K +50 +6%
GI
3197
GAMMA Investing
California
$398K +$398K +825 New
PWM
3198
Partnership Wealth Management
Maryland
$397K +$397K +823 New
ECA
3199
Elevated Capital Advisors
Utah
$396K
PS
3200
Planned Solutions
California
$396K +$29.9K +63 +8%