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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 %
CWI
1076
Conscious Wealth Investments
Florida
$11.1M +$11.1M +22,772 New
FWC
1077
First Washington Corp
Washington
$11.1M -$1.3M -2,733 -10%
SC
1078
Solstein Capital
California
$11.1M +$8.48M +17,831 +327%
CAM
1079
Concorde Asset Management
Michigan
$11M +$6.83M +14,527 +162%
KWM
1080
Kingsview Wealth Management
Oregon
$11M +$574K +1,208 +5%
CT
1081
Coastline Trust
Rhode Island
$11M +$1.25M +2,639 +13%
PA
1082
Perennial Advisors
New York
$11M +$1.75M +3,682 +19%
PFA
1083
Pinnacle Family Advisors
Missouri
$11M +$113K +238 +1%
LWANC
1084
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9M +$1M +2,114 +10%
SP
1085
Successful Portfolios
Florida
$10.9M +$4.28K +9 +0%
MC
1086
Moors & Cabot
Massachusetts
$10.9M +$1.27M +2,666 +13%
CWA
1087
Clarus Wealth Advisors
Arizona
$10.9M +$10.9M +22,807 New
ATPW
1088
Ashton Thomas Private Wealth
Arizona
$10.9M +$3.08M +6,482 +40%
LBC
1089
Lowe Brockenbrough & Co
Virginia
$10.8M +$417K +875 +4%
KFS
1090
Kaizen Financial Strategies
California
$10.8M +$135K +283 +1%
GWANC
1091
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.8M +$430K +904 +4%
TYCC
1092
Texas Yale Capital Corp
Florida
$10.7M +$951 +2 +0%
Kovitz Investment Group Partners
1093
Kovitz Investment Group Partners
Illinois
$10.7M +$409K +861 +4%
JWA
1094
JFS Wealth Advisors
Pennsylvania
$10.7M -$254K -535 -2%
BA
1095
Bristlecone Advisors
Washington
$10.7M +$36.1K +76 +0.3%
NL
1096
NWAM LLC
Washington
$10.7M +$347K +731 +3%
ACI
1097
Alpha Cubed Investments
California
$10.7M +$354K +745 +3%
HR
1098
Howe & Rusling
New York
$10.7M +$866K +1,823 +9%
KJHP
1099
K.J. Harrison & Partners
Ontario, Canada
$10.7M +$480K +1,009 +5%
MFA
1100
Mayflower Financial Advisors
Massachusetts
$10.6M +$212K +447 +2%