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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 %
P
1026
Pitcairn
Pennsylvania
$12.1M
EWA
1027
Exencial Wealth Advisors
Oklahoma
$12.1M -$547K -1,151 -4%
FMP
1028
Financial Management Professionals
Texas
$12.1M +$5.65M +11,880 +88%
PP
1029
Patten & Patten
Tennessee
$12.1M -$109K -229 -0.9%
BFEC
1030
Benjamin F. Edwards & Company
Missouri
$12.1M +$770K +1,621 +7%
YDMI
1031
Y.D. More Investments
Israel
$12M +$4.64M +9,771 +63%
AP
1032
Appleton Partners
Massachusetts
$12M -$557K -1,171 -4%
WCM
1033
Weaver Capital Management
Georgia
$12M +$12M +25,282 New
RIL
1034
Rothschild Investment LLC
Illinois
$12M -$302K -636 -2%
CFO
1035
Custos Family Office
Texas
$12M +$11.9K +25 +0.1%
NEI
1036
Northwest & Ethical Investments
Ontario, Canada
$12M -$5.28M -11,100 -31%
KIG
1037
Kowal Investment Group
Wisconsin
$11.9M +$1.08M +2,275 +10%
CC
1038
Cornerstone Capital
California
$11.9M -$136K -287 -1%
HWA
1039
Hillcrest Wealth Advisors
New Jersey
$11.8M
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
$11.8M +$122K +256 +1%
DAM
1041
Deltec Asset Management
New York
$11.8M -$1.87M -3,925 -14%
CAM
1042
Cacti Asset Management
Georgia
$11.8M +$92.9K +195 +0.8%
SIA
1043
Soltis Investment Advisors
Utah
$11.8M +$7.61K +16 +0.1%
AMBIA
1044
Allen Mooney & Barnes Investment Advisors
Georgia
$11.8M -$367K -773 -3%
PCG
1045
PFC Capital Group
California
$11.8M +$11.8M +24,779 New
SCM
1046
Schnieders Capital Management
California
$11.7M -$152K -320 -1%
HFS
1047
Howard Financial Services
Texas
$11.7M -$354K -744 -3%
IF
1048
Integrity Financial
Wyoming
$11.7M +$235K +495 +2%
FFA
1049
First Foundation Advisors
California
$11.7M -$1.62M -3,418 -12%
RA
1050
RFG Advisory
Alabama
$11.7M +$402K +845 +4%