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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 %
KAH
576
Kathryn A. Hall
$33.5M +$4.34M +9,137 +15%
RJT
577
Raymond James Trust
Florida
$33.3M +$1.97M +4,141 +6%
NC
578
NewSquare Capital
Pennsylvania
$33.2M -$1.21M -2,552 -4%
SF
579
Summit Financial
New Jersey
$33.2M +$9.83M +20,600 +42%
ClearBridge Investments
580
ClearBridge Investments
New York
$33.1M +$30.5M +64,215 +1,172%
SFS
581
Sowell Financial Services
Arkansas
$32.6M +$7.95M +16,654 +32%
WF
582
Welch & Forbes
Massachusetts
$32.5M +$10.6M +22,373 +49%
IFAM
583
Institutional & Family Asset Management
Colorado
$32.4M +$1.51M +3,176 +5%
MAM
584
Madison Asset Management
Wisconsin
$32.3M -$55M -115,744 -63%
HA
585
Hanover Advisors
South Carolina
$32.2M +$32.2M +67,834 New
SFG
586
StrategIQ Financial Group
Indiana
$32.2M -$83.2K -175 -0.3%
AC
587
Abbrea Capital
California
$32M +$923K +1,934 +3%
STA
588
Summit Trail Advisors
New York
$31.8M -$2.47M -5,170 -7%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.8M +$3.72M +7,790 +13%
KHLMTHM
590
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$31.6M +$782K +1,641 +3%
SPIO
591
Seven Post Investment Office
California
$31.5M -$2.12M -4,468 -6%
ASC
592
Atalanta Sosnoff Capital
New York
$31.5M +$6.68M +14,046 +27%
AP
593
Aspect Partners
Virginia
$31.4M +$31.4M +66,010 New
IGAM
594
iA Global Asset Management
Quebec, Canada
$31.2M +$7.64M +16,064 +32%
SC
595
Sapient Capital
Indiana
$31.2M +$31.2M +65,423 New
Natixis Advisors
596
Natixis Advisors
Massachusetts
$31.2M +$1.69M +3,559 +6%
BA
597
Birinyi Associates
Connecticut
$31.1M +$1.84M +3,864 +6%
ABC
598
Associated Banc-Corp
Wisconsin
$31M +$215K +452 +0.7%
GCP
599
Garda Capital Partners
Minnesota
$31M +$31M +65,238 New
SFA
600
Source Financial Advisors
New York
$30.9M +$646K +1,360 +2%