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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 %
TCOO
1001
Trust Company of Oklahoma
Oklahoma
$12.7M -$24.7K -52 -0.2%
BLC
1002
Brown, Lisle/Cummings
Rhode Island
$12.7M -$1.9K -4 -0%
BC
1003
Belmont Capital
California
$12.7M
IWA
1004
Icon Wealth Advisors
Texas
$12.7M +$12.7M +26,699 New
OSAM
1005
O'Shaughnessy Asset Management
Connecticut
$12.7M -$236K -496 -2%
CT
1006
Cambridge Trust
Massachusetts
$12.6M +$1.79M +3,770 +17%
GSC
1007
G&S Capital
Colorado
$12.5M +$128K +269 +1%
CCM
1008
Coldstream Capital Management
Washington
$12.5M -$579K -1,218 -4%
GLA
1009
Great Lakes Advisors
Illinois
$12.5M +$3.41M +7,184 +38%
GAM
1010
GEM Asset Management
Michigan
$12.5M -$24.7K -52 -0.2%
GP
1011
Gridiron Partners
Pennsylvania
$12.5M +$12.5M +26,216 New
S
1012
Syntrinsic
Colorado
$12.4M +$48K +101 +0.4%
FEG
1013
Fund Evaluation Group
Ohio
$12.4M +$12.4M +26,110 New
BIA
1014
Bigelow Investment Advisors
Maine
$12.4M -$788K -1,658 -6%
LFAS
1015
Level Four Advisory Services
Texas
$12.3M +$3.8M +8,003 +45%
AFG
1016
Atomi Financial Group
New York
$12.3M +$9.36M +19,689 +313%
WA
1017
Wealth Architects
California
$12.3M -$17.1K -36 -0.1%
DJSG
1018
D.J. St. Germain
Massachusetts
$12.3M +$110K +231 +0.9%
XC
1019
XY Capital
Hong Kong
$12.3M +$9.86M +20,736 +411%
MNG
1020
Manning & Napier Group
New York
$12.2M -$10.7M
FCMC
1021
Founders Capital Management (Connecticut)
Connecticut
$12.2M -$373K -784 -3%
AM
1022
AGF Management
Ontario, Canada
$12.2M -$297K -624 -2%
S
1023
Sachetta
Massachusetts
$12.2M +$12.2M +25,571 New
PFA
1024
Pathway Financial Advisors
Vermont
$12.1M +$488K +1,027 +4%
EAM
1025
Evanson Asset Management
California
$12.1M -$131K -276 -1%