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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 %
NFA
1051
Northern Financial Advisors
Michigan
$11.7M -$1.19M -2,501 -9%
PCG
1052
Prosperity Consulting Group
Maryland
$11.6M -$8.08K -17 -0.1%
AC
1053
AlphaCore Capital
California
$11.6M +$5M +10,470 +76%
BCM
1054
BlueCrest Capital Management
Jersey
$11.6M +$4.83M +10,159 +71%
CFA
1055
Camarda Financial Advisors
Florida
$11.5M +$2.14M +4,493 +23%
CWM
1056
Cordatus Wealth Management
Pennsylvania
$11.5M +$7.74M +16,285 +205%
UB
1057
UMB Bank
Missouri
$11.5M -$47.5K -100 -0.4%
CG
1058
Caprock Group
Idaho
$11.5M +$944K +1,978 +9%
GF
1059
Gries Financial
Ohio
$11.5M -$75.1K -158 -0.6%
PWMG
1060
Provence Wealth Management Group
California
$11.5M -$283K -596 -2%
CFM
1061
Comprehensive Financial Management
California
$11.5M
SFG
1062
Sowa Financial Group
Rhode Island
$11.5M -$2.63M -5,540 -19%
MC
1063
Mount Capital
United Kingdom
$11.5M -$10.6M -22,200 -48%
SC
1064
SouthState Corp
Florida
$11.5M -$214K -450 -2%
HIP
1065
HUB Investment Partners
Texas
$11.4M +$6.54M +13,755 +133%
AWA
1066
Aaron Wealth Advisors
Illinois
$11.4M
IAIM
1067
International Assets Investment Management
Florida
$11.4M +$124K +260 +1%
SCM
1068
Stordahl Capital Management
Colorado
$11.4M -$202K -425 -2%
CCA
1069
Childress Capital Advisors
Texas
$11.4M +$1.14M +2,405 +11%
HT
1070
Heritage Trust
Oklahoma
$11.3M +$50.4K +106 +0.4%
TFCP
1071
Twin Focus Capital Partners
Massachusetts
$11.3M -$59.4K -125 -0.5%
NFG
1072
Nadler Financial Group
Illinois
$11.3M -$9.03K -19 -0.1%
AI
1073
Accredited Investors
Minnesota
$11.2M -$56.1K -118 -0.5%
MWP
1074
MYCIO Wealth Partners
Pennsylvania
$11.1M +$29K +61 +0.3%
MBFW
1075
Morton Brown Family Wealth
Pennsylvania
$11.1M +$61.8K +130 +0.6%