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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 %
SC
3501
Schulhoff & Co
Ohio
$226K
C1AG
3502
Client 1st Advisory Group
Florida
$225K +$225K +474 New
BMO
3503
Beck Mack & Oliver
New York
$225K -$642K -1,350 -74%
PWMG
3504
Private Wealth Management Group
New Jersey
$225K +$225K +473 New
CSC
3505
Caldwell Sutter Capital
California
$224K +$99.8K +210 +80%
MWA
3506
Muirfield Wealth Advisors
North Carolina
$224K +$224K +470 New
MA
3507
Menlo Advisors
California
$223K -$237K -500 -52%
SCI
3508
Stableford Capital II
Arizona
$222K +$222K +467 New
SF
3509
Schaeffer Financial
Maryland
$222K +$222K +467 New
PIA
3510
Pinion Investment Advisors
Kansas
$222K -$57.6K -121 -21%
YIH
3511
Y-Intercept (HK)
Hong Kong
$221K +$221K +464 New
KIA
3512
KLR Investment Advisors
Rhode Island
$220K +$220K +462 New
KIG
3513
Kennedy Investment Group
New Jersey
$218K +$218K +459 New
GWSA
3514
Global Wealth Strategies & Associates
Colorado
$218K -$4.28K -9 -2%
MWM
3515
Mascoma Wealth Management
New Hampshire
$217K
WCM
3516
Whitener Capital Management
North Carolina
$217K +$217K +456 New
MAM
3517
Mystic Asset Management
Rhode Island
$215K +$215K +453 New
HIM
3518
Hanlon Investment Management
New Jersey
$215K +$215K +453 New
LWMNY
3519
Landmark Wealth Management (New York)
New York
$215K +$215K +453 New
KCM
3520
Kathmere Capital Management
Pennsylvania
$215K +$215K +452 New
PC
3521
Pecaut & Co
Iowa
$215K +$215K +452 New
WKWM
3522
Walter & Keenan Wealth Management
Indiana
$213K +$213K +448 New
PCM
3523
Poehling Capital Management
Wisconsin
$212K +$212K +447 New
OC
3524
OxenFree Capital
Florida
$212K +$212K +447 New
LAI
3525
Legal Advantage Investments
California
$211K +$211K +444 New