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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 %
SWM
526
SFG Wealth Management
Maryland
$39.8M +$2.75M +5,783 +7%
RIS
527
Retirement Income Solutions
Michigan
$39.6M -$388K -817 -1%
AFO
528
Allie Family Office
Florida
$39.5M +$401K +843 +1%
TCPWM
529
Traverso Chambers Private Wealth Management
California
$39.5M +$610K +1,284 +2%
MFG
530
Marmo Financial Group
Tennessee
$39.4M -$898K -1,890 -2%
ARC
531
Advisor Resource Council
Texas
$39.3M +$6.09M +12,811 +18%
KA
532
Kozak & Associates
Colorado
$39.2M -$5.63M -11,863 -13%
IWM
533
IHT Wealth Management
Illinois
$39.2M -$6.36M -13,382 -14%
CA
534
Cumberland Advisors
Florida
$39M -$7.2M -15,140 -16%
MGP
535
Metis Global Partners
California
$38.9M +$2.71M +5,709 +8%
RAM
536
Readystate Asset Management
Illinois
$38.9M +$38.9M +81,750 New
CIA
537
Choate Investment Advisors
Massachusetts
$38.6M -$154K -323 -0.4%
CA
538
CoreCap Advisors
Michigan
$38.4M -$3.9M -8,203 -9%
BRWA
539
B. Riley Wealth Advisors
Florida
$37.9M -$1.57M -3,282 -4%
PFS
540
Prospera Financial Services
Texas
$37.7M +$12.2M +25,728 +48%
AAM
541
American Asset Management
Florida
$37.6M -$2.48M -5,214 -6%
FRA
542
Frank Rimerman Advisors
California
$37.5M +$915K +1,926 +3%
LFS
543
Lutz Financial Services
Nebraska
$37.5M -$79.4K -167 -0.2%
MWM
544
Meridian Wealth Management
Kentucky
$37.4M +$4.92M +10,350 +15%
DIG
545
DeepCurrents Investment Group
New York
$37.4M +$25.8M +54,299 +222%
Wealthfront Advisers
546
Wealthfront Advisers
California
$37.4M +$8.75M +18,407 +31%
ATC
547
Argent Trust Co
Tennessee
$37.2M +$751K +1,580 +2%
OC
548
Oppenheimer & Co
New York
$37.1M +$3.2M +6,736 +9%
NP
549
Ninepoint Partners
Ontario, Canada
$36.8M -$1.36M -2,860 -4%
SWIG
550
Strategic Wealth Investment Group
Kentucky
$36.8M +$1.27M +2,678 +4%