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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 %
FCMA
1226
Foresight Capital Management Advisors
Michigan
$8.56M +$8.56M +18,000 New
APP
1227
Avantax Planning Partners
Iowa
$8.54M -$402K -845 -4%
EWM
1228
Elevatus Welath Management
New York
$8.51M +$8.51M +17,904 New
PFG
1229
Pinnacle Financial Group
Illinois
$8.49M +$115K +241 +1%
JWCA
1230
J.W. Coons Advisors
Ohio
$8.49M +$342K +720 +4%
MCCP
1231
Mission Creek Capital Partners
California
$8.48M -$70.3K -148 -0.8%
CB
1232
Community Bank
New York
$8.47M -$10.5K -22 -0.1%
LSA
1233
Lansing Street Advisors
Pennsylvania
$8.46M +$8.46M +17,803 New
IFWM
1234
Institute for Wealth Management
Colorado
$8.45M -$1.12M -2,351 -12%
HCM
1235
Highview Capital Management
Illinois
$8.44M +$57K +120 +0.7%
KWM
1236
KFG Wealth Management
Indiana
$8.42M -$1.17M -2,458 -12%
LMKC
1237
L.M. Kohn & Company
Ohio
$8.41M -$916K -1,927 -10%
SPWM
1238
Schrum Private Wealth Management
Florida
$8.41M -$947K -1,992 -10%
BWA
1239
BlueChip Wealth Advisors
Georgia
$8.4M +$8.4M +17,678 New
PIA
1240
Perennial Investment Advisors
California
$8.39M +$598K +1,258 +8%
IPW
1241
IronBridge Private Wealth
Texas
$8.38M +$7.76M +16,326 +1,242%
EPM
1242
Equitec Proprietary Markets
Illinois
$8.38M +$7.1M +14,935 +553%
ETIA
1243
Epic Trust Investment Advisors
Washington
$8.37M +$680K +1,431 +9%
JGC
1244
J. Goldman & Co
New York
$8.36M -$38.4M -80,847 -82%
CGF
1245
Constant Guidance Financial
Massachusetts
$8.35M -$424K -891 -5%
OCM
1246
One Capital Management
California
$8.35M +$59.9K +126 +0.7%
BHBT
1247
Burke & Herbert Bank & Trust
Virginia
$8.34M +$68.9K +145 +0.8%
RWB
1248
RMR Wealth Builders
New Jersey
$8.34M -$952K -2,003 -10%
PWP
1249
Principle Wealth Partners
Connecticut
$8.3M +$2.38K +5 +0%
CAM
1250
Crestone Asset Management
Colorado
$8.3M -$208K -437 -2%