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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 %
FFA
901
Fi3 Financial Advisors
Indiana
$15.2M -$381K -801 -2%
WAG
902
Winthrop Advisory Group
Massachusetts
$15.1M +$760K +1,598 +5%
RA
903
Resolute Advisors
California
$15.1M +$7.18M +15,081 +91%
GWP
904
Gateway Wealth Partners
Wisconsin
$15.1M +$5.12M +10,782 +52%
SFS
905
Starfox Financial Services
Texas
$15M +$708K +1,489 +5%
ECM
906
Evergreen Capital Management
Washington
$15M +$403K +844 +3%
WA
907
WestEnd Advisors
North Carolina
$15M +$2.33M +4,896 +18%
TCOTS
908
Trust Company of the South
North Carolina
$14.9M +$14.9M +31,434 New
HR
909
Hardy Reed
Mississippi
$14.9M +$12.6M +26,575 +549%
HIIFS
910
Harel Insurance Investments & Financial Services
Israel
$14.9M +$723K +1,518 +5%
Victory Capital Management
911
Victory Capital Management
Texas
$14.9M +$456K +960 +3%
IHWM
912
Iron Horse Wealth Management
Iowa
$14.8M +$552K +1,162 +4%
RBC
913
Romano Brothers & Co
Illinois
$14.8M -$4.87M -10,243 -25%
SSWM
914
Smith Salley Wealth Management
North Carolina
$14.8M +$829K +1,745 +6%
AWE
915
Avidian Wealth Enterprises
Texas
$14.8M +$1.18M +2,477 +9%
SMA
916
Seven Mile Advisory
New Jersey
$14.8M +$124K +261 +0.8%
ZF
917
Zega Financial
Florida
$14.8M +$14.8M +31,089 New
TWM
918
Tolleson Wealth Management
Texas
$14.8M -$1.54M -3,224 -9%
LGA
919
Lebenthal Global Advisors
New York
$14.7M +$8.66M +18,228 +143%
SEIA
920
Signature Estate & Investment Advisors
California
$14.7M +$11.1M +23,354 +310%
PFP
921
Paragon Financial Partners
California
$14.7M -$50.4K -106 -0.3%
HVIA
922
Hudson Valley Investment Advisors
New York
$14.5M -$904K -1,905 -6%
MIA
923
MMBG Investment Advisors
Florida
$14.5M -$1.13M -2,385 -7%
PMFA
924
Plante Moran Financial Advisors
Michigan
$14.5M +$2.25M +4,727 +18%
CAGAS
925
Capital Advisory Group Advisory Services
Minnesota
$14.5M +$1.56M +3,291 +12%