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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 %
SWRP
1351
Summit Wealth & Retirement Planning
California
$6.79M -$134K -281 -2%
Koshinski Asset Management
1352
Koshinski Asset Management
Illinois
$6.77M -$7.21M -15,163 -52%
EGA
1353
Eagle Global Advisors
Texas
$6.74M +$3.96M +8,336 +142%
MCC
1354
Money Concepts Capital
Florida
$6.74M -$593K -1,247 -8%
NF
1355
Nvest Financial
New Hampshire
$6.73M -$593K -1,248 -8%
LWM
1356
Lyell Wealth Management
California
$6.71M +$755K +1,589 +13%
SFP
1357
Sandbox Financial Partners
Maryland
$6.71M +$606K +1,276 +10%
Acadian Asset Management
1358
Acadian Asset Management
Massachusetts
$6.7M +$6.1M +12,838 +1,016%
CA
1359
CGN Advisors
Kansas
$6.69M +$422K +888 +7%
WPC
1360
Wedmont Private Capital
Pennsylvania
$6.67M -$126K -266 -2%
VCM
1361
Vivaldi Capital Management
Illinois
$6.67M +$12.4K +25 +0.2%
CFGS
1362
Concourse Financial Group Securities
Alabama
$6.66M +$1.05M +2,196 +19%
CSPAM
1363
Cary Street Partners Asset Management
Virginia
$6.66M +$1.17M +2,466 +21%
CWM
1364
Curi Wealth Management
North Carolina
$6.65M +$5.09M +10,714 +327%
CCM
1365
Colorado Capital Management
Colorado
$6.64M -$109K -230 -2%
HWM
1366
Horizon Wealth Management
Illinois
$6.63M -$8.08K -17 -0.1%
SMH
1367
Sanders Morris Harris
Texas
$6.62M -$3.03M -6,406 -31%
EBT
1368
Enterprise Bank & Trust
Massachusetts
$6.61M -$1.33M -2,804 -17%
AIA
1369
Alera Investment Advisors
Illinois
$6.59M +$206K +433 +3%
PG
1370
Patten Group
Tennessee
$6.59M -$204K -430 -3%
CGH
1371
CMG Global Holdings
Texas
$6.55M +$568K +1,131 +9%
VC
1372
Veracity Capital
Georgia
$6.55M +$1.59M +3,343 +32%
IF
1373
IRON Financial
Illinois
$6.53M +$16.6K +35 +0.3%
ISB
1374
Iowa State Bank
Iowa
$6.49M +$288K +606 +5%
OLA
1375
Oliver Luxxe Assets
New Jersey
$6.48M -$198K -417 -3%