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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 %
BFA
3426
Brown Financial Advisory
Alabama
$267K -$20.9K -44 -7%
WA
3427
WP Advisors
California
$267K +$24.7K +52 +10%
VIA
3428
Vickerman Investment Advisors
Washington
$267K -$83.7K -176 -24%
LOIP
3429
Live Oak Investment Partners
Texas
$267K -$236K
LA
3430
Lynch & Associates
Indiana
$266K
LFP
3431
Lakeshore Financial Planning
Michigan
$266K -$318K -670 -55%
CBOR
3432
Community Bank of Raymore
Missouri
$265K
MCWA
3433
Meadow Creek Wealth Advisors
Georgia
$265K +$265K +557 New
PPA
3434
Painted Porch Advisors
California
$264K +$264K +556 New
AL
3435
ACAS LLC
California
$264K -$15.7K -33 -6%
AF
3436
Apollon Financial
South Carolina
$264K +$264K +556 New
HA
3437
Herold Advisors
New York
$261K
JCFM
3438
JBR Co Financial Management
Oklahoma
$260K +$260K +548 New
KSWWM
3439
Keyes Stange & Wooten Wealth Management
Florida
$260K +$260K +547 New
KWAG
3440
Kiely Wealth Advisory Group
North Carolina
$260K +$260K +531 New
PWC
3441
PYA Waltman Capital
Tennessee
$259K +$259K +545 New
OL
3442
OneFund LLC
Florida
$259K +$259K +545 New
MFC
3443
Mechanics Financial Corp
Ohio
$256K -$9.51K -20 -4%
PCM
3444
Presidio Capital Management
California
$256K -$8.55K -18 -3%
UBG
3445
United Bank (Georgia)
Georgia
$255K -$44.2K -93 -15%
HCM
3446
Howard Capital Management
Georgia
$254K +$254K +535 New
B
3447
BetterWealth
California
$254K -$4.75K -10 -2%
SNBOSCI
3448
Security National Bank of Sioux City Iowa
Iowa
$252K
KC
3449
Kinloch Capital
Virginia
$251K +$251K +529 New
TSW
3450
Three Seasons Wealth
Utah
$251K +$251K +527 New