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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 %
WAS
601
Wealth Advisory Solutions
Indiana
$30.7M -$31.5M -66,351 -51%
BFM
602
Boothbay Fund Management
New York
$30.7M +$5.09M +10,709 +20%
CGA
603
Crescent Grove Advisors
Illinois
$30.5M -$243K -509 -0.8%
WCM
604
Washburn Capital Management
Florida
$30.5M +$2.5M +5,250 +9%
IC
605
Inscription Capital
Texas
$30.4M +$39K +82 +0.1%
Eagle Capital Management (New York)
606
Eagle Capital Management (New York)
New York
$30.4M +$30.4M +63,956 New
GC
607
Gratus Capital
Georgia
$30.3M +$3.67M +7,728 +14%
DP
608
DDD Partners
Washington
$30.3M +$25.4M +53,424 +517%
CHAM
609
Clear Harbor Asset Management
Connecticut
$30.3M -$694K -1,460 -2%
FFBTD
610
First Financial Bank - Trust Division
Ohio
$30.1M -$169K -355 -0.6%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$30M -$5.37M -11,300 -15%
ACM
612
Anfield Capital Management
California
$30M -$5.34M -11,235 -15%
NSIM
613
North Star Investment Management
Illinois
$29.8M +$228K +479 +0.8%
WJWM
614
Williams Jones Wealth Management
New York
$29.8M -$520K -1,095 -2%
SI
615
Scharf Investments
California
$29.7M +$21.8M +45,770 +272%
SA
616
Shilanski & Associates
Alaska
$29.7M +$2.29M +4,808 +8%
AFS
617
AFG Fiduciary Services
Massachusetts
$29.3M +$279K +587 +1%
DBIA
618
Dumont & Blake Investment Advisors
New Jersey
$29.2M -$124K -261 -0.4%
SIA
619
Schechter Investment Advisors
Michigan
$29.2M -$207K -435 -0.7%
JGIA
620
Jackson Grant Investment Advisers
Connecticut
$29.2M +$627K +1,319 +2%
CTA
621
Chesley Taft & Associates
Illinois
$29.1M -$95.5K -201 -0.3%
EWM
622
Evermay Wealth Management
Virginia
$29M -$301K -630 -1%
WRTC
623
Wind River Trust Company
Wyoming
$28.7M
LA
624
LM Advisors
California
$28.6M +$28.6M +60,104 New
S
625
SignatureFD
Georgia
$28.4M -$78K -164 -0.3%