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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 %
DI
3526
Diligent Investors
California
$210K -$218K -459 -51%
GCM
3527
Gunderson Capital Management
South Carolina
$208K +$208K +437 New
KW
3528
KWB Wealth
California
$208K +$208K +437 New
BHPW
3529
Beverly Hills Private Wealth
California
$208K +$208K +437 New
FWM
3530
Fonville Wealth Management
Virginia
$208K +$208K +436 New
BDL
3531
Bey-Douglas LLC
Georgia
$207K +$207K +436 New
BIA
3532
Benchmark Investment Advisors
Illinois
$207K +$207K +436 New
B
3533
Birchbrook
Maine
$206K +$206K +434 New
SCA
3534
Southern Capital Advisors
Tennessee
$206K +$206K +433 New
MLRA
3535
Main Line Retirement Advisors
Montana
$205K +$205K +432 New
SPG
3536
Strategic Planning Group
Utah
$205K +$205K +430 New
CNB
3537
Camden National Bank
Maine
$204K -$20.4K -43 -9%
CNWM
3538
Clay Northam Wealth Management
California
$204K +$204K +430 New
FWM
3539
Focused Wealth Management
New York
$204K +$69.9K +147 +52%
RA
3540
Riversedge Advisors
Delaware
$203K +$203K +428 New
RFP
3541
Root Financial Partners
California
$203K +$203K +427 New
MKC
3542
M. Kraus & Co
Vermont
$202K +$202K +426 New
GPWA
3543
Great Point Wealth Advisors
Massachusetts
$202K +$202K +426 New
CAM
3544
Clark Asset Management
New Hampshire
$202K +$202K +426 New
ICM
3545
Intrepid Capital Management
Florida
$202K +$16.2K +34 +9%
TA
3546
TLS Advisors
Florida
$202K +$202K +500 New
ACM
3547
Arcataur Capital Management
Wisconsin
$201K +$201K +423 New
BIA
3548
Biondo Investment Advisors
Pennsylvania
$201K +$201K +423 New
MCM
3549
Mainstay Capital Management
Michigan
$201K +$201K +422 New
HFS
3550
Hoge Financial Services
Pennsylvania
$200K +$200K +421 New