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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 %
CRWM
1376
Castle Rock Wealth Management
California
$6.47M +$1.87K +4 +0%
GWM
1377
GSB Wealth Management
Connecticut
$6.47M -$176K -370 -3%
PCA
1378
Peddock Capital Advisors
Massachusetts
$6.46M +$334K +702 +5%
SOS
1379
Silver Oak Securities
Tennessee
$6.46M +$3.99M +8,390 +162%
MPW
1380
MGO Private Wealth
California
$6.44M -$336K -707 -5%
IPWA
1381
International Private Wealth Advisors
California
$6.44M +$6.44M +13,552 New
MSWMA
1382
Market Street Wealth Management Advisors
Indiana
$6.44M -$992K -2,087 -13%
WCM
1383
Winthrop Capital Management
Indiana
$6.44M +$6.44M +19,144 New
ZF
1384
Zhang Financial
Michigan
$6.43M -$85.1K -179 -1%
Calamos Advisors
1385
Calamos Advisors
Illinois
$6.43M -$76.5K -161 -1%
WP
1386
Westmount Partners
California
$6.41M -$135K -284 -2%
PBO
1387
Peoples Bank (Ohio)
Ohio
$6.4M
ACA
1388
Aspire Capital Advisors
Washington
$6.4M -$52.8K -111 -0.8%
LHC
1389
Little House Capital
Massachusetts
$6.4M +$4.56M +9,586 +247%
WCA
1390
Waypoint Capital Advisors
Minnesota
$6.38M +$65.1K +137 +1%
BIC
1391
Beach Investment Counsel
Pennsylvania
$6.37M -$261K -550 -4%
KF
1392
Krilogy Financial
Missouri
$6.36M +$588K +1,238 +10%
AGP
1393
Autumn Glory Partners
Texas
$6.35M +$9.97K +21 +0.2%
PCA
1394
Pallas Capital Advisors
Massachusetts
$6.35M -$397K -835 -6%
CAM
1395
Cozad Asset Management
Illinois
$6.33M +$1.39M +2,920 +28%
ACM
1396
Ashford Capital Management
Delaware
$6.33M +$32.3K +68 +0.5%
CG
1397
Corundum Group
Colorado
$6.33M -$112K -236 -2%
AP
1398
Adero Partners
California
$6.31M +$1.27M +2,669 +25%
CWP
1399
Cyndeo Wealth Partners
Florida
$6.29M -$1.43K -3 -0%
B
1400
Bensler
Washington
$6.29M +$518K +1,089 +9%