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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 %
PWA
776
Provenance Wealth Advisors
Florida
$20.4M +$924K +1,944 +5%
SFG
777
Sovereign Financial Group
Connecticut
$20.4M +$3.33M +7,009 +20%
MSFS
778
Main Street Financial Solutions
Pennsylvania
$20.4M +$824K +1,734 +4%
AAS
779
Ameritas Advisory Services
Nebraska
$20.3M -$7.2M -14,670 -26%
AWM
780
Angeles Wealth Management
California
$20.3M +$573K +1,205 +3%
CB
781
Cadence Bank
Mississippi
$20.2M -$450K -946 -2%
QCM
782
Quantinno Capital Management
New York
$20.1M +$5.57M +11,712 +38%
CWM
783
Connecticut Wealth Management
Connecticut
$20.1M +$1.37M +2,883 +7%
CC
784
Cypress Capital
Tennessee
$20.1M -$293K -616 -1%
SAI
785
Systematic Alpha Investments
New Jersey
$20M +$8.08M +17,000 +68%
RIA
786
Regal Investment Advisors
Michigan
$20M -$345K -725 -2%
RBC
787
Roble Belko & Company
Pennsylvania
$20M +$82.7K +174 +0.4%
RP
788
Raelipskie Partnership
Ontario, Canada
$19.9M +$19.9M +41,950 New
Empower Advisory Group
789
Empower Advisory Group
Colorado
$19.9M +$5.48M +11,526 +38%
CBT
790
Central Bank & Trust
Kentucky
$19.8M -$100K -211 -0.5%
FHC
791
First Heartland Consultants
Missouri
$19.7M +$2.05M +4,305 +12%
CWM
792
Congress Wealth Management
Massachusetts
$19.7M +$11.5M +24,214 +141%
GWAM
793
Guardian Wealth Advisors (Minnesota)
Minnesota
$19.7M -$76.1K -160 -0.4%
CWP
794
Curated Wealth Partners
California
$19.6M +$318K +670 +2%
SPC
795
Sigma Planning Corp
Michigan
$19.6M -$18.3M -38,422 -48%
FBB
796
Fulton Breakefield Broenniman
Maryland
$19.5M -$180K -379 -0.9%
BWM
797
Brickley Wealth Management
California
$19.3M
CCM
798
Chilton Capital Management
Texas
$19.1M -$438K -922 -2%
Lazard Asset Management
799
Lazard Asset Management
New York
$19.1M +$2.7M +5,683 +16%
BL
800
BFSG LLC
California
$19.1M -$761K -1,600 -4%