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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 %
GTAM
801
Global Trust Asset Management
Florida
$19M +$612K +1,287 +3%
APM
802
Advanced Portfolio Management
New York
$19M +$19M +40,000 New
SC
803
Sepio Capital
Utah
$19M -$212K -447 -1%
GM
804
GeoWealth Management
Illinois
$18.9M +$2.27M +4,784 +14%
BIAS
805
Beacon Investment Advisory Services
New Jersey
$18.7M +$5.64M +11,858 +43%
Berkshire Hathaway
806
Berkshire Hathaway
Nebraska
$18.7M
EFS
807
Essex Financial Services
Connecticut
$18.7M +$1.97M +4,146 +12%
Parallax Volatility Advisers
808
Parallax Volatility Advisers
California
$18.6M -$89.6M -188,566 -83%
SAF
809
Smith Anglin Financial
Texas
$18.6M -$98.9K -208 -0.5%
SOADOR
810
State of Alaska Department of Revenue
Alaska
$18.6M -$7.1M -14,945 -28%
MWM
811
Modera Wealth Management
New Jersey
$18.6M -$29K -61 -0.2%
PAEMF
812
Panview Asian Equity Master Fund
Hong Kong
$18.5M +$18.5M +39,000 New
CCM
813
Corsair Capital Management
New York
$18.5M
GFP
814
Gryphon Financial Partners
Ohio
$18.5M +$5.67M +12,572 +44%
DPI
815
Diversified Portfolios Inc
Michigan
$18.5M -$175K -369 -0.9%
CCA
816
Cobblestone Capital Advisors
New York
$18.5M +$1.44M +3,027 +8%
HCM
817
Hengehold Capital Management
Ohio
$18.3M +$1.1M +2,316 +6%
MCM
818
Magnolia Capital Management
New York
$18.3M -$526K -1,106 -3%
PHAM
819
Palisades Hudson Asset Management
Florida
$18.3M -$154K -323 -0.8%
CI
820
Cavalier Investments
Georgia
$18.2M -$1.39M -2,921 -7%
LA
821
Lane & Associates
New Jersey
$18.1M -$846K -1,780 -4%
FCM
822
Firestone Capital Management
Florida
$18.1M +$1.5M +3,164 +9%
FTA
823
Financial & Tax Architects
Missouri
$18M -$2.42M -5,085 -12%
MCM
824
Monument Capital Management
Virginia
$18M -$1.14M -2,397 -6%
BFG
825
Baron Financial Group
New Jersey
$17.9M -$386K -812 -2%