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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 %
UFF
401
USA Financial Formulas
Michigan
$64.5M +$64.5M +135,648 New
IWC
402
Integrated Wealth Concepts
Massachusetts
$63.6M +$9.03M +19,000 +17%
KFGK
403
Keystone Financial Group (Kentucky)
Kentucky
$63.5M -$1.15M -2,426 -2%
AWM
404
Atticus Wealth Management
Florida
$62.4M +$3.3M +6,946 +6%
Tudor Investment Corp
405
Tudor Investment Corp
Connecticut
$62.3M -$69M -145,068 -53%
MGIA
406
Moneta Group Investment Advisors
Missouri
$62.3M +$365K +767 +0.6%
BT
407
Brandywine Trust
Delaware
$62.2M +$13.2M +27,740 +27%
RQS
408
Ramsey Quantitative Systems
Kentucky
$62.1M -$2.89M -6,084 -4%
BCI
409
Brinker Capital Investments
Pennsylvania
$62M +$1.22M +2,568 +2%
OPS
410
Orion Portfolio Solutions
Nebraska
$62M +$1.22M +2,568 +2%
VFG
411
V2 Financial group
Illinois
$61.1M -$9.27M -19,512 -13%
BAM
412
Belpointe Asset Management
Nevada
$60.5M -$5.07M -10,669 -8%
FAG
413
Financial Advisory Group
Texas
$60M -$1.6M -3,356 -3%
SW
414
SlateStone Wealth
Florida
$60M +$2.74M +5,763 +5%
KA
415
Klingman & Associates
New York
$59.8M -$723K -1,521 -1%
MCCA
416
Mill Creek Capital Advisors
Pennsylvania
$59.7M +$131K +276 +0.2%
HPC
417
Hobart Private Capital
North Carolina
$59.4M -$31.5M -66,225 -35%
TIM
418
Total Investment Management
Arizona
$59M +$688K +1,447 +1%
CAL
419
Capital Advisors Ltd
Ohio
$59M +$268K +564 +0.5%
TG
420
TCW Group
California
$58.2M -$562K -1,183 -1%
MFIM
421
Mesirow Financial Investment Management
Illinois
$58.2M +$58.2M +134,079 New
Fidelity International
422
Fidelity International
Bermuda
$57.9M +$33.2M +69,762 +134%
SAS
423
SMI Advisory Services
Indiana
$57.4M +$4.21M +8,829 +8%
BCP
424
Berkeley Capital Partners
Georgia
$56.5M +$1.28M +2,690 +2%
KCM
425
Kennicott Capital Management
California
$56.3M +$2.99M +6,286 +6%