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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 %
CF
726
Copperwynd Financial
Arizona
$22.3M -$56.1K -118 -0.3%
TMWM
727
Taylor & Morgan Wealth Management
Michigan
$22.2M +$688K +1,448 +3%
FIBT
728
First International Bank & Trust
North Dakota
$22.2M +$2.08M +4,376 +10%
ANB
729
Amarillo National Bank
Texas
$22.1M -$181K -381 -0.8%
SIAG
730
Safeguard Investment Advisory Group
California
$22.1M +$1.42M +2,995 +7%
JFL
731
Jarislowsky, Fraser Ltd
Quebec, Canada
$22.1M +$504K +1,060 +2%
JRP
732
Jasper Ridge Partners
California
$22M +$265K +558 +1%
WS
733
Wedbush Securities
California
$22M +$235K +495 +1%
CAG
734
Crestwood Advisors Group
Massachusetts
$22M +$2.38M +5,016 +12%
PWW
735
Pettyjohn Wood & White
Virginia
$21.9M +$59.9K +126 +0.3%
MHWM
736
Montz Harcus Wealth Management
Louisiana
$21.8M -$1M -2,108 -4%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$21.8M +$13.7M +28,781 +168%
WWA
738
WCG Wealth Advisors
Nevada
$21.8M +$2.45M +5,160 +13%
RCA
739
Resonant Capital Advisors
Wisconsin
$21.7M -$639K -1,338 -3%
BWAM
740
Boyd Watterson Asset Management
Ohio
$21.6M
DWT
741
Dorsey & Whitney Trust
South Dakota
$21.5M +$721K +1,517 +3%
PIM
742
Parker Investment Management
California
$21.5M -$35.7M -76,432 -62%
BCM
743
Bayesian Capital Management
New York
$21.5M +$21.5M +45,200 New
ECML
744
Eagle Capital Management (Louisiana)
Louisiana
$21.5M -$175K -368 -0.8%
FA
745
Fiduciary Alliance
South Carolina
$21.4M +$1.32M +2,769 +7%
LMIM
746
Lockheed Martin Investment Management
Maryland
$21.4M
WP
747
Waycross Partners
Kentucky
$21.4M +$21.4M +45,000 New
TPW
748
Tiller Private Wealth
Pennsylvania
$21.4M +$694K +1,460 +3%
BWFA
749
Baltimore-Washington Financial Advisors
Maryland
$21.3M +$1.18M +2,486 +6%
FWIA
750
Fort Washington Investment Advisors
Ohio
$21.2M -$667K -1,404 -3%