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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 %
SPWM
3201
Straight Path Wealth Management
Michigan
$395K -$275K -578 -41%
CAMV
3202
Concord Asset Management (Virginia)
Virginia
$395K
LFGO
3203
Legacy Financial Group (Oklahoma)
Oklahoma
$394K -$2.38K -5 -0.6%
GCM
3204
Gibraltar Capital Management
Oklahoma
$394K +$950 +2 +0.2%
WAM
3205
Walker Asset Management
Missouri
$393K
TCM
3206
Telos Capital Management
California
$392K -$8.55K -18 -2%
RA
3207
RiverTree Advisors
Florida
$391K +$391K +823 New
MHIC
3208
Marble Harbor Investment Counsel
Massachusetts
$390K
TFP
3209
Triune Financial Partners
Kansas
$389K +$1.43K +3 +0.4%
BWL
3210
Bogart Wealth LLC
Virginia
$389K +$42.8K +90 +12%
CTFG
3211
Capstone Triton Financial Group
Oklahoma
$388K +$2.85K +6 +0.7%
C
3212
CEDRUS
Colorado
$388K -$110K -232 -22%
TDC
3213
Thompson Davis & Co
Virginia
$387K -$82.7K -174 -18%
ATI
3214
ARK & TLK Investments
Oklahoma
$387K +$387K +814 New
SFG
3215
SevenBridge Financial Group
Pennsylvania
$385K +$16.6K +35 +5%
GWWM
3216
Great Waters Wealth Management
Minnesota
$385K +$3.28K +7 +0.9%
CCM
3217
Crew Capital Management
Ohio
$384K
JTWM
3218
Jackson Thornton Wealth Management
Alabama
$384K +$384K +807 New
RWG
3219
Regal Wealth Group
California
$383K +$467 +1 +0.1%
AWC
3220
Adamsbrown Wealth Consultants
Kansas
$383K +$951 +2 +0.2%
WFA
3221
WestHill Financial Advisors
California
$383K -$103K -216 -21%
LL
3222
LPWM LLC
Minnesota
$382K -$16.4K -35 -4%
RF
3223
Robbins Farley
New Hampshire
$379K +$2.38K +5 +0.6%
IC
3224
Iconiq Capital
California
$379K +$951 +2 +0.3%
MA
3225
Mezzasalma Advisors
New Jersey
$379K +$5.7K +12 +2%