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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 %
TFGT
1126
TS Financial Group (TSFG)
Illinois
$10.2M +$120K +252 +1%
LAS
1127
LWM Advisory Services
Florida
$10.2M +$6.58M +13,848 +181%
WBC
1128
West Branch Capital
Massachusetts
$10.2M +$312K +656 +3%
RL
1129
Retireful LLC
Michigan
$10.2M -$20.2M -42,506 -67%
MBT
1130
Montecito Bank & Trust
California
$10.1M +$1.1M +2,314 +12%
PA
1131
Planning Alternatives
Michigan
$10.1M -$114K -239 -1%
TCM
1132
Tradewinds Capital Management
Washington
$10.1M +$10M +21,120 +12,424%
BWP
1133
Balboa Wealth Partners
Arizona
$10.1M +$836K +1,758 +9%
MA
1134
Marquette Associates
Illinois
$10M +$10M +19,438 New
BAM
1135
Berkshire Asset Management
Pennsylvania
$10M -$272K -572 -3%
LSPW
1136
Lake Street Private Wealth
Illinois
$10M +$153K +321 +2%
PI
1137
PFG Investments
New York
$10M +$838K +1,763 +9%
GWSG
1138
GPS Wealth Strategies Group
Colorado
$10M -$1.02M -2,139 -9%
NWA
1139
Navis Wealth Advisors
New York
$9.95M -$21.4K -45 -0.2%
ACM
1140
Accent Capital Management
Ohio
$9.95M +$9.95M +20,935 New
AIP
1141
Ameritas Investment Partners
Nebraska
$9.95M +$870K +1,830 +10%
BB
1142
Bell Bank
North Dakota
$9.94M -$18.1K -38 -0.2%
DWM
1143
Destination Wealth Management
California
$9.92M +$1.76M +3,708 +22%
FCM
1144
Family Capital Management
Michigan
$9.88M +$2.82M +5,923 +40%
TWA
1145
Tandem Wealth Advisors
Arizona
$9.87M -$543K -1,142 -5%
UFA
1146
US Financial Advisors
Massachusetts
$9.84M -$97K -204 -1%
CI
1147
Cordant Inc
Oregon
$9.82M -$340K -716 -3%
SPIS
1148
Steward Partners Investment Solutions
Oregon
$9.81M +$9.81M +20,638 New
RVPG
1149
Relative Value Partners Group
$9.8M +$1.22M +2,577 +14%
GFPC
1150
Global Financial Private Client
Florida
$9.77M +$1.61M +3,385 +20%