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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 %
SA
3326
swisspartners Advisors
Switzerland
$330K +$62K +155 +23%
HSWS
3327
Higgins & Schmidt Wealth Strategies
Colorado
$330K +$330K +694 New
ECM
3328
Elgethun Capital Management
South Dakota
$328K +$157K +330 +92%
SWA
3329
ShankerValleau Wealth Advisors
Illinois
$326K -$37.1K -78 -10%
GA
3330
Goldstein Advisors
Wisconsin
$324K +$2.38K +5 +0.7%
SIAG
3331
Signet Investment Advisory Group
Rhode Island
$324K +$324K +682 New
MCM
3332
Mendel Capital Management
Arkansas
$324K
PK
3333
Pflug Koory
Nebraska
$323K -$6.65K -14 -2%
CFS
3334
Cannon Financial Strategists
Georgia
$321K -$4.75K -10 -1%
RFS
3335
Retirement Financial Solutions
Tennessee
$321K -$17M -35,713 -98%
CPA
3336
Court Place Advisors
Maryland
$321K
BOSSRA
3337
B.O.S.S. Retirement Advisors
Utah
$321K +$26.2K +55 +9%
PSB
3338
Piscataqua Savings Bank
New Hampshire
$319K -$60.8K -128 -16%
BKA
3339
Brick & Kyle Associates
Pennsylvania
$318K
QIM
3340
Quest Investment Management
Oregon
$317K
OAM
3341
Oak Asset Management
California
$316K
CWA
3342
CJM Wealth Advisers
Virginia
$316K +$15.2K +32 +5%
BWM
3343
Brown Wealth Management
Illinois
$316K -$62.7K -132 -17%
CCT
3344
Chemung Canal Trust
New York
$316K
FWM
3345
Fiat Wealth Management
Minnesota
$315K +$315K +663 New
PSP
3346
Pacific Sage Partners
Washington
$315K
Polen Capital Management
3347
Polen Capital Management
Florida
$315K +$315K +662 New
CCM
3348
Cutler Capital Management
Massachusetts
$314K -$34.2K -72 -10%
PHWM
3349
Pine Harbor Wealth Management
Maryland
$313K +$313K +659 New
VCM
3350
Versant Capital Management
Arizona
$313K -$31.9K -67 -9%