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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 %
AAG
876
Armstrong Advisory Group
Massachusetts
$16.2M -$228K -480 -1%
LIM
877
Leavell Investment Management
Alabama
$16.2M +$16.2K +34 +0.1%
MC
878
Medici Capital
California
$16.2M +$16.2M +34,044 New
BBA
879
BLB&B Advisors
Pennsylvania
$16.2M +$69.4K +146 +0.4%
DAS
880
Dynamic Advisor Solutions
Arizona
$16.1M -$766K -1,636 -5%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$16M -$98.6K -206 -0.6%
BC
882
Bartlett & Co
Ohio
$16M -$98.6K -206 -0.6%
UW
883
Unique Wealth
Florida
$16M +$5.35M +11,266 +50%
WAM
884
Weiss Asset Management
Massachusetts
$16M +$7.1M +14,935 +80%
Schroder Investment Management Group
885
Schroder Investment Management Group
United Kingdom
$15.9M -$21.4M -45,073 -57%
BAM
886
Brave Asset Management
New Jersey
$15.9M +$177K +372 +1%
HFAS
887
Hummer Financial Advisory Services
Illinois
$15.9M
FEM
888
Fulcrum Equity Management
Texas
$15.9M -$1.28M -2,698 -7%
SWMG
889
Sanchez Wealth Management Group
Florida
$15.8M +$107K +226 +0.7%
OAM
890
Ostrum Asset Management
France
$15.8M -$1.9M -4,000 -11%
PFM
891
Patton Fund Management
Texas
$15.7M -$467K -982 -3%
BFM
892
Boston Financial Management
Massachusetts
$15.6M -$46.1K -97 -0.3%
BEC
893
Blue Edge Capital
Virginia
$15.6M +$1.41M +2,978 +10%
LODC
894
Lanham O'Dell & Company
West Virginia
$15.6M +$15.6M +32,854 New
SEM
895
Strategic Equity Management
Arizona
$15.6M -$34.7M -72,952 -69%
BCV
896
Banque Cantonale Vaudoise
Switzerland
$15.6M -$2.28M -4,799 -13%
WFO
897
Wealthgate Family Office
Colorado
$15.6M +$15.7K +33 +0.1%
KA
898
Kovack Advisors
Florida
$15.4M +$364K +766 +2%
CCB
899
Country Club Bank
Missouri
$15.3M +$68.6K +144 +0.5%
LF
900
LifeSteps Financial
California
$15.2M -$224K -472 -1%