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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 %
PWP
1276
Perfromance Wealth Partners
Illinois
$7.86M -$401K -843 -5%
SFWC
1277
Strategic Family Wealth Counselors
New Jersey
$7.85M +$19.5K +41 +0.2%
MFG
1278
Magnus Financial Group
New York
$7.85M +$1.15M +2,409 +17%
ZIG
1279
Zurich Insurance Group
Switzerland
$7.83M +$59.6K +125 +0.8%
GWMR
1280
GC Wealth Management RIA
Massachusetts
$7.82M +$7.82M +16,462 New
BCM
1281
Bienville Capital Management
New York
$7.82M -$2.42M -5,072 -24%
CBFP
1282
Cedar Brook Financial Partners
Ohio
$7.82M +$1.21M +2,547 +18%
WB
1283
WesBanco Bank
West Virginia
$7.8M -$3.98M -8,374 -34%
AO
1284
Advisor OS
Illinois
$7.8M +$1.17M +2,472 +18%
NB
1285
NBT Bank
New York
$7.79M +$200K +420 +3%
CA
1286
Calton & Associates
Florida
$7.79M +$3.99M +8,396 +105%
HC
1287
Hoese & Co
Minnesota
$7.76M -$913 -2 -0%
IF
1288
Intrua Financial
Texas
$7.74M -$16.8M -35,358 -68%
SMG
1289
Smart Money Group
Texas
$7.73M -$715K -1,504 -8%
CC
1290
Codex Capital
New York
$7.71M
IWP
1291
Innova Wealth Partners
Pennsylvania
$7.71M +$4.74M +9,966 +160%
ZAM
1292
Zevin Asset Management
Massachusetts
$7.7M +$181K +380 +2%
WHG
1293
Westwood Holdings Group
Texas
$7.64M -$870K -1,830 -10%
BFC
1294
Bedel Financial Consulting
Indiana
$7.63M +$217K +456 +3%
GSIS
1295
Global Strategic Investment Solutions
Arizona
$7.59M -$26.1K -55 -0.3%
WCM
1296
Washington Capital Management
Washington
$7.59M +$79.4K +167 +1%
WAM
1297
Watershed Asset Management
California
$7.58M +$970K +2,040 +15%
LW
1298
Linscomb Wealth
Texas
$7.57M -$1.35M -2,847 -15%
SSCM
1299
Spectrum Strategic Capital Management
Oregon
$7.57M +$7.57M +15,922 New
AC
1300
Annandale Capital
Texas
$7.52M +$3.96M +8,338 +111%