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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 %
AWM
551
Axxcess Wealth Management
California
$36.3M +$567K +1,206 +2%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$36.2M -$328K -690 -0.9%
4FG
553
4Thought Financial Group
New York
$36.1M +$419K +881 +1%
YCM
554
Yousif Capital Management
Michigan
$36M -$14.4M -30,235 -29%
FLC
555
Fifth Lane Capital
Texas
$35.6M +$35.6M +75,000 New
SFG
556
SNS Financial Group
Minnesota
$35.3M -$536K -1,124 -1%
ORAM
557
One River Asset Management
Connecticut
$35.2M +$35.2M +74,018 New
GC
558
Guidance Capital
Kentucky
$35.2M -$3.6M -7,618 -9%
BFO
559
Boston Family Office
Massachusetts
$35.1M +$762K +1,604 +2%
BSW
560
Buckingham Strategic Wealth
Missouri
$34.9M +$334K +703 +1%
SHIM
561
Stone House Investment Management
Pennsylvania
$34.8M -$1.77M -3,717 -5%
FFN
562
Focus Financial Network
Minnesota
$34.8M +$14.4M +30,075 +70%
AGC
563
Aspen Grove Capital
Colorado
$34.8M +$5.39M +11,293 +18%
CCM
564
Ciovacco Capital Management
Georgia
$34.6M +$15.2M +31,964 +78%
TW
565
Transform Wealth
Colorado
$34.6M +$1.11M +2,320 +3%
ZIM
566
Zacks Investment Management
Illinois
$34.4M +$3.57M +7,505 +12%
LIA
567
LSP Investment Advisors
New York
$34.3M
EPA
568
Element Pointe Advisors
Florida
$34.3M
LC
569
Lindbrook Capital
California
$34.2M -$106K -222 -0.3%
IAS
570
Insigneo Advisory Services
Florida
$34M +$6.5M +13,630 +24%
CF
571
Centaurus Financial
California
$33.9M +$11.5M +24,196 +51%
CA
572
Clearstead Advisors
Ohio
$33.8M -$33.9M -71,423 -50%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M +$621K +1,307 +2%
Principal Financial Group
574
Principal Financial Group
Iowa
$33.7M +$1.17M +2,458 +4%
MWM
575
Moran Wealth Management
Florida
$33.6M +$13.8M +28,934 +69%