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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 %
OFG
3451
Orcam Financial Group
California
$250K
AMG
3452
Advisors Management Group
Wisconsin
$250K -$4.75K -10 -2%
STAS
3453
Strong Tower Advisory Services
Minnesota
$249K +$952 +2 +0.4%
FM
3454
Foster & Motley
Ohio
$249K +$249K +523 New
FFWM
3455
Future Financial Wealth Management
Ohio
$249K +$249K +523 New
OFA
3456
Oak Family Advisors
Illinois
$248K -$57.6K -121 -19%
KC
3457
Kingfisher Capital
North Carolina
$247K +$475 +1 +0.2%
EFP
3458
EnRich Financial Partners
Wisconsin
$247K +$247K +519 New
IF
3459
Insight Folios
North Carolina
$247K
TBC
3460
Ted Buchan & Co
California
$245K
FFO
3461
Fortitude Family Office
Arizona
$245K +$245K +515 New
CG
3462
Clifford Group
Massachusetts
$244K -$3.8K -8 -2%
TCOK
3463
Trust Company of Kansas
Kansas
$243K
LFA
3464
Level Financial Advisors
New York
$243K
VW
3465
Vantage Wealth
California
$242K
SW
3466
Schulz Wealth
Texas
$242K +$242K +510 New
MPCG
3467
Matrix Private Capital Group
New York
$242K -$1.25M -2,629 -84%
HIF
3468
Hill Island Financial
Michigan
$242K -$68K -143 -22%
IIM
3469
Ironwood Investment Management
Massachusetts
$241K
QFA
3470
Quattro Financial Advisors
Texas
$240K -$1.27M -2,516 -84%
HB
3471
Horizon Bancorp
Indiana
$240K
RCM
3472
Richardson Capital Management
Wisconsin
$238K +$238K +501 New
WAG
3473
Windsor Advisory Group
Ohio
$238K +$951 +2 +0.4%
HA
3474
Harfst & Associates
Wyoming
$238K
FTIS
3475
First Trust Investment Solutions
Florida
$238K +$238K +500 New