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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 %
AHC
3351
Adell Harriman & Carpenter
Texas
$313K -$84.6K -178 -21%
PSF
3352
Pacific Sun Financial
California
$312K +$2.38K +5 +0.8%
MWA
3353
Miller Wealth Advisors
Colorado
$311K +$951 +2 +0.3%
GCM
3354
Goldstream Capital Management
Hong Kong
$310K -$2.39M -5,000 -88%
BMD
3355
Better Money Decisions
New Mexico
$310K -$2.85K -6 -0.9%
DIA
3356
Davidson Investment Advisors
Montana
$310K -$1.45M -3,048 -82%
XWM
3357
Xcel Wealth Management
Florida
$309K +$309K +650 New
ARG
3358
Advisory Resource Group
Oklahoma
$308K
GA
3359
Greytown Advisors
Florida
$308K +$50.6K +106 +20%
WAS
3360
WESPAC Advisors SoCal
California
$308K +$2.38K +5 +0.8%
LB
3361
Legacy Bridge
Iowa
$308K
EFIC
3362
Eliot Finkel Investment Counsel
California
$307K
VFIC
3363
Valley Forge Investment Consultants
Pennsylvania
$306K
AIM
3364
Astor Investment Management
Illinois
$305K -$94.6K -199 -24%
SPC
3365
Stewart & Patten Company
California
$305K +$62.3K +131 +26%
FSG
3366
Financial Strategies Group
Michigan
$305K
CIA
3367
Cascade Investment Advisors
Oregon
$302K +$28.5K +60 +10%
MAG
3368
Mayfair Advisory Group
Alabama
$300K
BST
3369
Bath Savings Trust
Maine
$300K -$8.08K -17 -3%
DW
3370
Dodds Wealth
Colorado
$299K +$299K +630 New
GG
3371
Greenwood Gearhart
Arkansas
$298K
SW
3372
Solidarity Wealth
Utah
$297K -$134K -280 -31%
MCM
3373
Makena Capital Management
California
$297K +$297K +625 New
CFG
3374
CKW Financial Group
Hawaii
$297K +$2.85K +6 +1%
PD
3375
Planning Directions
Pennsylvania
$296K