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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 %
1SB
351
1ST Source Bank
Indiana
$77.5M -$1M -2,112 -1%
RSWM
352
Robertson Stephens Wealth Management
California
$76.8M +$14.8M +30,952 +24%
EWA
353
Evolution Wealth Advisors
Florida
$76.8M +$1.91M +4,015 +3%
FPCP
354
Fort Point Capital Partners
California
$76.5M -$655K -1,377 -0.8%
TSS
355
Two Sigma Securities
New York
$75.9M -$174M -366,378 -70%
FCI
356
Financial Counselors Inc
Kansas
$75.5M +$9.34M +19,642 +14%
C
357
Certuity
Florida
$75.2M +$4.57M +9,618 +6%
B
358
Barings
North Carolina
$75.1M +$33.5M +70,465 +81%
HCMG
359
Howard Capital Management Group
California
$74.9M -$1.57M -3,301 -2%
MA
360
MSA Advisors
California
$74.2M +$74.2M +156,053 New
PWM
361
Pacific Wealth Management
California
$73.4M +$18.7M +39,278 +34%
MHS
362
M Holdings Securities
Oregon
$73.3M +$2.85M +5,996 +4%
NW
363
NewEdge Wealth
Pennsylvania
$72.8M +$1.17M +2,472 +2%
TPSF
364
Texas Permanent School Fund
Texas
$72.5M +$25.1M +52,793 +53%
MC
365
Marest Capital
California
$72.2M +$72.2M +151,929 New
PVI
366
Pine Valley Investments
New Jersey
$71.8M -$5.22M -10,935 -7%
FCH
367
Freestone Capital Holdings
Washington
$71.7M -$3.18M -6,699 -4%
GT
368
Glenview Trust
Kentucky
$71.6M +$263K +554 +0.4%
SFA
369
Sequoia Financial Advisors
Ohio
$71.1M +$23.1M +48,590 +48%
BF
370
BOK Financial
Oklahoma
$70.1M +$5.27M +11,093 +8%
G
371
GenTrust
Florida
$69.9M -$7.83M -16,403 -10%
EWM
372
Evercore Wealth Management
New York
$69.9M +$6.57M +13,826 +10%
RC
373
RBF Capital
California
$69.5M -$397K -836 -0.6%
TAM
374
Tucker Asset Management
Colorado
$69.5M +$16.8M +35,299 +32%
GC
375
Guggenheim Capital
Illinois
$69.2M +$40.5M +85,167 +141%