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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 %
HFM
3601
Hartford Financial Management
Connecticut
$76.1K
MIA
3602
Milestone Investment Advisors
Wisconsin
$72.2K
HI
3603
Hoey Investments
Pennsylvania
$68.9K
CT
3604
Clearstead Trust
Maine
$67K
RFG
3605
REAP Financial Group
Texas
$62.7K +$62.7K +132 New
PWMG
3606
Prestige Wealth Management Group
New Jersey
$62.5K
SCA
3607
Stuart Chaussee & Associates
California
$61.8K +$38K +80 +160%
EIP
3608
Easterly Investment Partners
Massachusetts
$58.9K +$58.9K +124 New
BEI
3609
Benjamin Edwards Inc
Missouri
$58K +$20.4K +43 +54%
SIM
3610
Studio Investment Management
Illinois
$57.5K
AFWM
3611
Abich Financial Wealth Management
Virginia
$53.2K +$53.2K +112 New
AIA
3612
Arcadia Investment Advisors
Idaho
$52.7K
DWS
3613
Dynamic Wealth Strategies
California
$52.3K +$52.3K +110 New
DI
3614
DAGCO Inc
Ohio
$52.3K +$52.3K +110 New
SWM
3615
Sanctuary Wealth Management
Idaho
$48K
SC
3616
Skylands Capital
Wisconsin
$47.5K
VL
3617
Vima LLC
Michigan
$47.5K +$47.5K +100 New
NBT
3618
Northwest Bank & Trust
Iowa
$47.5K +$47.5K +100 New
LFA
3619
Legend Financial Advisors
Pennsylvania
$45.4K
FIM
3620
FWL Investment Management
Texas
$45.2K
TFA
3621
Transamerica Financial Advisors
Florida
$43K +$5.8K +12 +16%
FFA
3622
Fairfield Financial Advisors
Massachusetts
$40.4K
VWWMG
3623
Vermillion & White Wealth Management Group
Pennsylvania
$39.5K +$39.5K +83 New
TCG
3624
Transcendent Capital Group
Oklahoma
$38.2K +$38.2K +80 New
DFC
3625
DB Fitzpatrick & Co
Idaho
$37.5K