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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 %
FWTB
426
First Western Trust Bank
Colorado
$56M +$9.83M +20,688 +21%
GWM
427
Geneos Wealth Management
Colorado
$55.7M -$3.93M -8,263 -7%
WW
428
Westshore Wealth
California
$55.4M +$3.31M +6,960 +6%
Chevy Chase Trust
429
Chevy Chase Trust
Maryland
$55.2M -$427K -898 -0.8%
PG
430
Proffitt & Goodson
Tennessee
$55.1M -$1.56M -3,280 -3%
CRC
431
Curi RMB Capital
Illinois
$55.1M +$1.39M +2,931 +3%
IAN
432
Integrated Advisors Network
Texas
$55M +$668K +1,405 +1%
CIG
433
Consolidated Investment Group
Colorado
$54.7M
JIC
434
Johnson Investment Counsel
Ohio
$54.6M +$1.85M +3,882 +3%
SWPG
435
Strategic Wealth Partners Group
Illinois
$54.4M +$391K +820 +0.7%
SSB
436
Sandy Spring Bank
Maryland
$53.6M -$376K -792 -0.7%
LP
437
LGL Partners
Pennsylvania
$53.1M +$10.4M +21,891 +24%
VVP
438
Venture Visionary Partners
Ohio
$53M -$7.23M -15,219 -12%
BB
439
Busey Bank
Illinois
$52.1M +$1.21M +2,543 +2%
IAIM
440
Industrial Alliance Investment Management
Quebec, Canada
$52M -$8.34M -17,541 -14%
LCG
441
Luxor Capital Group
New York
$51.8M +$51.8M +108,955 New
State of Wisconsin Investment Board
442
State of Wisconsin Investment Board
Wisconsin
$51.7M -$44.3M -93,126 -46%
GRP
443
Global Retirement Partners
California
$51.5M +$3.12M +6,566 +6%
AWM
444
Activest Wealth Management
Florida
$51.4M +$1.82M +3,824 +4%
BB
445
Berkshire Bank
Massachusetts
$50.9M -$1.02M -2,151 -2%
GL
446
Graypoint LLC
New York
$50.7M +$6.42M +13,507 +15%
HWA
447
Heritage Wealth Advisors
Virginia
$50.5M
JIC
448
Joel Isaacson & Co
New York
$50.5M +$539K +1,134 +1%
AGA
449
Arkos Global Advisors
Texas
$50.3M -$1.16M -2,436 -2%
APWA
450
Atlas Private Wealth Advisors
New Jersey
$50.3M +$11.5M +24,082 +29%