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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 %
FNC
701
First National Corp
Massachusetts
$23.5M +$117K +247 +0.5%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$23.5M +$432K +908 +2%
SSG
703
Summit Securities Group
New York
$23.5M +$18.3M +38,527 +354%
ACH
704
Axis Capital Holdings
Bermuda
$23.3M
AP
705
Archon Partners
New Jersey
$23.3M +$4.28M +9,000 +22%
KIA
706
KCM Investment Advisors
California
$23.3M +$4.76M +10,019 +26%
MIFH
707
Migdal Insurance & Financial Holdings
Israel
$23.2M -$1.33M -2,792 -5%
OFG
708
Oxford Financial Group
Indiana
$23.2M -$237K -498 -1%
BWA
709
Burt Wealth Advisors
Maryland
$23.1M -$504K -1,061 -2%
IFO
710
Independent Family Office
New York
$23.1M +$728K +1,531 +3%
SMC
711
Smith, Moore & Co
Missouri
$23M +$826K +1,786 +4%
WA
712
Waverly Advisors
Alabama
$23M +$483K +1,016 +2%
CW
713
CreativeOne Wealth
Kansas
$23M +$2.88M +6,068 +14%
HCM
714
Helios Capital Management
Singapore
$22.8M +$22.8M +48,000 New
LFRG
715
Lazard Frères Gestion
France
$22.8M +$4.19M +8,812 +23%
PAM
716
Palisade Asset Management
Minnesota
$22.8M -$140K -294 -0.6%
CGL
717
Clarius Group LLC
Washington
$22.8M -$349K -735 -2%
OPCM
718
Osborne Partners Capital Management
California
$22.8M -$377K -793 -2%
BWP
719
BSW Wealth Partners
Colorado
$22.8M -$338K -711 -1%
BMCM
720
Black Maple Capital Management
Wisconsin
$22.7M -$7.35M -15,455 -24%
SI
721
Symmetry Investments
Jersey
$22.7M +$13.8M +29,131 +157%
M
722
MOTCO
Texas
$22.6M +$21.4M +45,100 +1,918%
PAS
723
Point72 Asia (Singapore)
Singapore
$22.4M +$22.4M +47,139 New
TC
724
Telemus Capital
Michigan
$22.4M -$162K -341 -0.7%
PP
725
Paloma Partners
Connecticut
$22.3M +$21.9M +45,988 +4,599%