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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 %
AWA
851
Arete Wealth Advisors
Illinois
$17.1M +$3.4M +7,147 +25%
First Manhattan
852
First Manhattan
New York
$17M +$331K +697 +2%
IFPG
853
Intrepid Financial Planning Group
Indiana
$17M -$301K -633 -2%
PP
854
Prudential plc
United Kingdom
$17M +$113K +237 +0.7%
OFW
855
Omnia Family Wealth
Florida
$17M +$14.2M +29,802 +518%
BCMIO
856
Beacon Capital Management Inc (Ohio)
Ohio
$17M +$60.4K +127 +0.4%
DFA
857
Delta Financial Advisors
Louisiana
$16.9M -$68.9K -145 -0.4%
SWM
858
Segment Wealth Management
Texas
$16.9M +$463K +974 +3%
NL
859
NEPC LLC
Massachusetts
$16.9M -$167K -351 -1%
MWPCG
860
Measured Wealth Private Client Group
New Hampshire
$16.8M -$203K -428 -1%
VAM
861
Verity Asset Management
North Carolina
$16.8M +$7.75M +16,297 +86%
BCM
862
Basso Capital Management
Connecticut
$16.7M -$409K -860 -2%
CA
863
Cresta Advisors
Texas
$16.7M +$1.39M +2,931 +9%
NC
864
NBW Capital
Massachusetts
$16.6M +$6M +12,617 +56%
SA
865
Strategic Advisors
New York
$16.6M -$84.1K -177 -0.5%
PTC
866
Private Trust Company
Ohio
$16.5M -$47.1K -99 -0.3%
QCG
867
Quadrant Capital Group
Ohio
$16.4M -$356K -749 -2%
LCWP
868
Legacy Capital Wealth Partners
Arkansas
$16.4M +$290K +611 +2%
TBWA
869
Three Bridge Wealth Advisors
California
$16.4M +$1.06M +2,231 +7%
FNBOMD
870
First National Bank of Mount Dora
Florida
$16.3M +$2.23M +4,691 +16%
PWM
871
Palumbo Wealth Management
New York
$16.3M +$176K +371 +1%
NEPWA
872
New England Private Wealth Advisors
Massachusetts
$16.3M +$123K +258 +0.8%
Axa
873
Axa
France
$16.3M
FPW
874
Flagship Private Wealth
Massachusetts
$16.3M -$2.85K -6 -0%
HWP
875
Hibernia Wealth Partners
Louisiana
$16.3M +$16.2M +34,134 +43,208%