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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 %
EU
3226
Emory University
Georgia
$379K +$379K +797 New
MMM
3227
Mendel Money Management
Illinois
$379K -$29.9K -63 -7%
SFC
3228
Sprinkle Financial Consultants
Colorado
$378K +$378K +795 New
SRC
3229
Shufro Rose & Co
New York
$377K -$6.41K -15 -2%
DWM
3230
Dopkins Wealth Management
New York
$376K -$146K -307 -28%
EWMCB
3231
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$376K -$85.5K -180 -19%
RAM
3232
Roanoke Asset Management
New Jersey
$376K +$12.4K +26 +3%
HAC
3233
Harbor Advisory Corp
New Hampshire
$376K
AIA
3234
AIMZ Investment Advisors
California
$376K +$475 +1 +0.1%
TC
3235
Touchstone Capital
Pennsylvania
$375K +$375K +789 New
GL
3236
Gerber LLC
Ohio
$374K +$374K +786 New
KWA
3237
Kellett Wealth Advisors
Ohio
$373K +$116K +245 +45%
TFO
3238
Tarbox Family Office
California
$372K -$63.2K -133 -15%
NPPM
3239
North Point Portfolio Managers
Ohio
$371K +$371K +781 New
TPWM
3240
Twelve Points Wealth Management
Massachusetts
$371K +$371K +780 New
NWMG
3241
National Wealth Management Group
Ohio
$370K -$44.7K -94 -11%
CCM
3242
Cox Capital Management
Massachusetts
$369K +$10.9K +23 +3%
CWM
3243
Centric Wealth Management
Illinois
$368K +$1.97K +4 +0.5%
PA
3244
PSI Advisors
Florida
$368K +$24.2K +51 +7%
PWA
3245
Physician Wealth Advisors
Utah
$368K -$85.6K -177 -19%
FLA
3246
Financial Life Advisors
Texas
$367K -$25.7K -54 -7%
BBI
3247
Baxter Bros Inc
Connecticut
$366K +$14.3K +30 +4%
VAG
3248
Vannoy Advisory Group
Texas
$366K +$366K +771 New
RWRC
3249
R.W. Roge & Company
New York
$366K
MWM
3250
McNaughton Wealth Management
California
$366K -$14.3K -30 -4%