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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 %
CWM
976
Cornerstone Wealth Management
Missouri
$13.2M +$101K +213 +0.8%
LIA
977
Luken Investment Analytics
Tennessee
$13.2M -$285K -600 -2%
NS
978
NBC Securities
Alabama
$13.1M +$244K +514 +2%
HTIM
979
Harbour Trust & Investment Management
Indiana
$13.1M +$13.1M +27,548 New
SIC
980
Salem Investment Counselors
North Carolina
$13.1M +$501K +1,049 +4%
First Eagle Investment Management
981
First Eagle Investment Management
New York
$13.1M +$13.1M +27,500 New
TCA
982
Transcend Capital Advisors
New Jersey
$13.1M +$632K +1,330 +5%
BFG
983
Bouchey Financial Group
New York
$13.1M -$3.8K -8 -0%
BIP
984
Blue Investment Partners
California
$13.1M -$223K -469 -2%
RCWM
985
Royal Capital Wealth Management
Indiana
$13M +$763K +1,606 +6%
ACA
986
Ascension Capital Advisors
Texas
$13M +$35.2K +74 +0.3%
RIM
987
Rockbridge Investment Management
New York
$13M -$4.75K -10 -0%
NMM
988
Naples Money Management
Florida
$13M +$13M +27,334 New
LI
989
LMCG Investments
Massachusetts
$13M +$10.1M +21,202 +348%
CL
990
CSS LLC
Illinois
$12.9M +$4.24M +8,918 +49%
OFS
991
Oldfather Financial Services
Nebraska
$12.9M -$96.5K -203 -0.7%
NCM
992
Neumann Capital Management
California
$12.9M +$7.13K +15 +0.1%
MWM
993
Mission Wealth Management
California
$12.8M +$371K +780 +3%
MFS
994
Monetta Financial Services
Illinois
$12.8M
NP
995
Nilsine Partners
Colorado
$12.8M -$74.6K -157 -0.6%
OL
996
Optas LLC
Texas
$12.8M
LAM
997
Lifestyle Asset Management
Texas
$12.8M -$13.6M -28,639 -52%
DI
998
DFPG Investments
Utah
$12.8M +$3.77M +8,049 +42%
TCM
999
Towercrest Capital Management
Pennsylvania
$12.7M +$59.9K +126 +0.5%
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$12.7M +$188K +396 +2%