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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 %
ODG
751
O'Dell Group
Ohio
$21.2M +$12.4K +26 +0.1%
AGM
752
Aragon Global Management
Florida
$21.2M +$21.2M +44,580 New
FBFS
753
First Business Financial Services
Wisconsin
$21.1M +$11.4K +24 +0.1%
ITIM
754
Indiana Trust & Investment Management
Indiana
$21.1M -$109K -230 -0.5%
SCM
755
Shelton Capital Management
Colorado
$21.1M -$130K -274 -0.6%
CMAI
756
Capital Management Associates Inc
Minnesota
$21.1M +$21.1M +12,334 New
WP
757
Woodline Partners
California
$21.1M +$21.1M +44,364 New
CA
758
Cambridge Associates
Massachusetts
$21M +$2.5M +5,263 +13%
PR
759
Payden & Rygel
California
$21M -$50.4K -106 -0.2%
CWA
760
Clarity Wealth Advisors
California
$20.9M +$1.25M +2,631 +6%
TSW
761
Thompson Siegel & Walmsley
Virginia
$20.9M -$577K -1,214 -3%
TAM
762
Taurus Asset Management
New York
$20.9M -$178K -374 -0.8%
LFASL
763
Lugano Financial Advisors SA (LFA)
Switzerland
$20.8M +$1.33M +2,793 +7%
AIP
764
ARS Investment Partners
New York
$20.8M -$2.44M -5,130 -10%
HFRG
765
Houlihan Financial Resource Group
Virginia
$20.8M +$569K +1,197 +3%
PI
766
PineBridge Investments
New York
$20.7M -$12.3M -25,828 -37%
LSIA
767
LaSalle St. Investment Advisors
Illinois
$20.7M -$80.8K -17 -0.4%
SLC
768
Second Line Capital
Louisiana
$20.7M +$20.7M +43,444 New
TC
769
Trilogy Capital
California
$20.7M +$19.7M +41,493 +2,002%
FCP
770
Fidelis Capital Partners
Florida
$20.7M +$8.09M +17,023 +64%
BPC
771
Banque Pictet & Cie
Switzerland
$20.6M -$50M -79,820 -71%
Capital International Investors
772
Capital International Investors
California
$20.5M +$3.23M +6,776 +19%
HW
773
Hancock Whitney
Mississippi
$20.5M +$3.18M +6,685 +18%
LCM
774
LCM Capital Management
Illinois
$20.5M +$710K +1,493 +4%
WWM
775
Western Wealth Management
Colorado
$20.5M +$1.44M +3,037 +8%