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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 %
WCM
926
WealthBridge Capital Management
Ohio
$14.5M +$379K +797 +3%
DC
927
Davenport & Co
Virginia
$14.5M +$1.13M +2,385 +9%
WI
928
Wintrust Investments
Illinois
$14.5M -$3.13M -6,765 -18%
SB
929
Strategic Blueprint
Georgia
$14.4M -$16.6K -35 -0.1%
TCA
930
Trifecta Capital Advisors
Illinois
$14.4M +$411K +864 +3%
AC
931
ASB Consultores
Florida
$14.3M +$10.1M +21,290 +239%
OIS
932
Okabena Investment Services
Minnesota
$14.3M +$5.24M +11,018 +58%
SEI Investments
933
SEI Investments
Pennsylvania
$14.3M -$711K -1,496 -5%
MWA
934
Meridian Wealth Advisors
Texas
$14.3M -$890K -1,872 -6%
YIA
935
YHB Investment Advisors
Connecticut
$14.2M -$122K -257 -0.9%
Legal & General Group
936
Legal & General Group
United Kingdom
$14.2M
IPW
937
Invictus Private Wealth
Colorado
$14.2M -$167K -351 -1%
SAM
938
Silvercrest Asset Management
New York
$14.2M +$1.03M +2,167 +8%
LSA
939
L & S Advisors
California
$14.1M -$235K -494 -2%
AFA
940
Atlas Financial Advisors
California
$14.1M -$19.7M -41,536 -58%
CIM
941
Confluence Investment Management
Missouri
$14.1M -$100K -211 -0.7%
FTWA
942
Fifth Third Wealth Advisors
Ohio
$14.1M +$1.36M +2,867 +11%
TCBWMS
943
Texas Capital Bank Wealth Management Services
Texas
$14M -$3.12M -6,564 -18%
CTC
944
Central Trust Company
Missouri
$14M +$345K +725 +3%
HW
945
Hedeker Wealth
Illinois
$14M +$13.2M +27,853 +1,775%
RCP
946
Rothschild Capital Partners
New York
$14M +$14M +29,367 New
EE
947
EWG Elevate
California
$13.9M +$7.71M +16,231 +125%
WIM
948
Warwick Investment Management
Texas
$13.9M +$284K +598 +2%
MC
949
Mirabaud & Cie
Switzerland
$13.8M +$13.8M +29,087 New
ST
950
Spinnaker Trust
Maine
$13.8M +$677K +1,425 +5%