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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 %
HCM
626
HMS Capital Management
Tennessee
$28.3M +$455K +957 +2%
AL
627
Aspiriant LLC
California
$28.3M -$1.1M -2,304 -4%
FT
628
Fiduciary Trust
Massachusetts
$28.2M +$433K +911 +2%
MWM
629
MTC Wealth Management
Florida
$28.1M -$308K -649 -1%
HI
630
Humankind Investments
New York
$28.1M +$13.3M +27,970 +90%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$28.1M +$8.56K +18 +0%
MA
632
MKT Advisors
California
$28M -$1.57M -3,361 -5%
MAWCM
633
Mine & Arao Wealth Creation & Management
California
$28M +$126K +266 +0.5%
KWA
634
Kingswood Wealth Advisors
California
$28M +$22M +46,276 +368%
GA
635
GFS Advisors
Texas
$27.9M -$161K -339 -0.6%
RFP
636
Roth Financial Partners
Texas
$27.9M -$1.01M -2,125 -3%
CF
637
Cantor Fitzgerald
New York
$27.8M +$14.9M +17,558 +116%
RWA
638
Redhawk Wealth Advisors
Minnesota
$27.6M -$7.18M -15,112 -21%
HI
639
Harbour Investments
Wisconsin
$27.6M +$3.23M +6,793 +13%
CFS
640
Commonwealth Financial Services
West Virginia
$27.6M +$12.4M +26,036 +81%
HFS
641
Hantz Financial Services
Michigan
$27.6M -$4.18M -8,798 -13%
BFWA
642
Benchmark Financial Wealth Advisors
Florida
$27.5M +$2.44M +5,132 +10%
YAM
643
Yacktman Asset Management
Texas
$27.5M +$23.6M +49,663 +609%
SFS
644
Solitude Financial Services
Virginia
$27.5M -$1.06M -2,231 -4%
PP
645
Pegasus Partners
Wisconsin
$27.5M -$443K -931 -2%
FF
646
Fluent Financial
Texas
$27.4M -$9.42M -19,812 -26%
VFPI
647
Vantage Financial Partners (Illinois)
Illinois
$27.4M +$333K +701 +1%
CAG
648
Curtis Advisory Group
California
$27.3M -$89.3M -187,946 -77%
ATC
649
Adirondack Trust Company
New York
$27.3M +$1.08M +2,125 +4%
TRSOTSOK
650
Teachers Retirement System of the State of Kentucky
Kentucky
$26.9M -$55.6K -117 -0.2%