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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 %
RCM
1301
Raleigh Capital Management
North Carolina
$7.52M +$535K +1,125 +8%
BAAM
1302
Baker Avenue Asset Management
California
$7.49M -$299K -630 -4%
AWM
1303
Aries Wealth Management
Maine
$7.39M +$504K +1,060 +7%
BFO
1304
Biltmore Family Office
North Carolina
$7.38M -$23.9K -50 -0.3%
CSIC
1305
Clifford Swan Investment Counsel
California
$7.35M -$619K -1,302 -8%
CWS
1306
Cypress Wealth Services
California
$7.33M -$98.4K -207 -1%
WCM
1307
Windham Capital Management
Massachusetts
$7.32M +$28K +59 +0.4%
RIG
1308
Ramiah Investment Group
Wisconsin
$7.31M -$7.49M -15,750 -51%
Capital World Investors
1309
Capital World Investors
California
$7.31M +$3.15M +6,608 +76%
NLP
1310
Next Level Private
New York
$7.29M +$21.9K +46 +0.3%
FFM
1311
Forum Financial Management
Illinois
$7.27M +$121K +254 +2%
AF
1312
Arrow Financial
New York
$7.26M +$254K +535 +4%
PSA
1313
Plum Street Advisors
Louisiana
$7.25M +$7.25M +15,258 New
SWP
1314
Summit Wealth Partners
Florida
$7.24M +$5.7K +12 +0.1%
RPWA
1315
Regent Peak Wealth Advisors
Georgia
$7.23M -$1.98M -4,174 -22%
SAW
1316
Signal Advisors Wealth
Michigan
$7.23M +$7.23M +15,154 New
VCAM
1317
Van Cleef Asset Management
Ohio
$7.23M +$121K +254 +2%
CP
1318
Coho Partners
Pennsylvania
$7.23M +$7.23M +15,201 New
PAM
1319
Peak Asset Management
Colorado
$7.21M -$22.8K -48 -0.3%
QPWM
1320
Quadrant Private Wealth Management
Pennsylvania
$7.2M +$1.62M +3,390 +29%
SWP
1321
Strategic Wealth Partners
Ohio
$7.19M +$349K +735 +5%
TFP
1322
Traction Financial Partners
Wyoming
$7.17M +$7.17M +15,081 New
PCM
1323
Perritt Capital Management
Illinois
$7.13M -$17.1K -36 -0.2%
ECP
1324
Epacria Capital Partners
Colorado
$7.13M
ST
1325
Smithfield Trust
Pennsylvania
$7.12M +$11.9K +25 +0.2%