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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 %
PW
3376
Peninsula Wealth
California
$296K
ARA
3377
Alexander Randolph Advisory
Virginia
$296K +$296K +622 New
HWM
3378
HRC Wealth Management
Idaho
$296K +$296K +622 New
PWS
3379
Peloton Wealth Strategists
Indiana
$295K
CAWM
3380
Capital Advisors Wealth Management
Washington
$293K +$16.2K +34 +6%
DCM
3381
Dudley Capital Management
Virginia
$292K
CA
3382
Carson Advisory
Georgia
$292K -$6.66K -14 -2%
PIFP
3383
Partners in Financial Planning
Virginia
$292K
MCP
3384
Mirador Capital Partners
California
$291K -$951 -2 -0.3%
THWM
3385
Taylor Hoffman Wealth Management
Virginia
$290K +$290K +610 New
GWM
3386
Gray Wealth Management
Maine
$290K +$37.5K +79 +15%
MGWA
3387
Monument Group Wealth Advisors
Massachusetts
$288K +$288K +606 New
CWM
3388
Cedar Wealth Management
California
$288K
KL
3389
KilterHowling LLC
Colorado
$286K +$1.98K +4 +0.7%
KAM
3390
Knightsbridge Asset Management
California
$286K +$1.43K +3 +0.5%
RMF
3391
Red Mountain Financial
Colorado
$286K +$286K +602 New
RAM
3392
Ramirez Asset Management
New York
$285K
BIM
3393
Bridgecreek Investment Management
Oklahoma
$285K
CS
3394
Crescent Sterling
Louisiana
$285K +$1.43K +3 +0.5%
CFSG
3395
Clark Financial Services Group
Missouri
$285K -$8.56K -18 -3%
GWMIA
3396
Global Wealth Management Investment Advisory
Florida
$284K -$17.6K -37 -6%
SFP
3397
Sweet Financial Partners
Minnesota
$284K +$6.65K +14 +2%
AFG
3398
Alterity Financial Group
Maine
$282K +$282K +594 New
CPC
3399
Cookson Peirce & Co
Pennsylvania
$282K +$16.6K +35 +6%
KCM
3400
Kaye Capital Management
California
$282K +$970 +2 +0.3%