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SPDR S&P 500 ETF Trust

3,660 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 507 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
3,660
Holders Change
+359
Holders Change %
+10.88%
% 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
507
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 %
BHWM
3476
Bay Harbor Wealth Management
Maryland
$237K
HIM
3477
Harbour Investment Management
Washington
$236K
PPW
3478
Parcion Private Wealth
Washington
$236K -$3.33K -7 -1%
BWG
3479
Boomfish Wealth Group
Georgia
$236K +$236K +496 New
CIAS
3480
CBIZ Investment Advisory Services
Ohio
$235K
MSF
3481
Mustard Seed Financial
Arkansas
$234K +$234K +493 New
LBC
3482
Lawrence B. Cohen
$233K -$2.51M -5,283 -91%
AWP
3483
Atlas Wealth Partners
Pennsylvania
$233K +$233K +479 New
CIS
3484
Continental Investors Services
Washington
$233K +$233K +490 New
WWG
3485
West Wealth Group
California
$233K +$1.9K +4 +0.8%
V
3486
ViaWealth
Kansas
$232K
MCM
3487
McRae Capital Management
New Jersey
$232K
SC
3488
Schiavi & Co
Delaware
$232K -$13.3K -28 -5%
MWM
3489
Moulton Wealth Management
Washington
$232K +$232K +489 New
SCA
3490
Stillwater Capital Advisors
Pennsylvania
$231K
JC
3491
JB Capital
Connecticut
$230K +$3.8K +8 +2%
LAM
3492
LifePro Asset Management
California
$229K -$15.2K -32 -6%
SFP
3493
Strategic Financial Partners
Oregon
$229K
BC
3494
Blackhill Capital
New Jersey
$227K
RIM
3495
Redwood Investment Management
Arizona
$227K -$9.02K -19 -4%
JSL
3496
JT Stratford LLC
Georgia
$227K +$227K +477 New
RB
3497
Renasant Bank
Mississippi
$227K -$148K -312 -40%
RCM
3498
RMR Capital Management
California
$227K +$227K +476 New
CMP
3499
Coston McIsaac & Partners
Maine
$226K +$476 +1 +0.2%
AFC
3500
Adaptive Financial Consulting
Ohio
$226K