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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 %
CFP
1401
Catalyst Financial Partners
Massachusetts
$6.29M +$686K +1,444 +12%
CS
1402
Cannell & Spears
New York
$6.27M +$106K +223 +2%
BCA
1403
Bay Colony Advisors
Massachusetts
$6.26M +$1.17M +2,453 +23%
SCM
1404
Sitrin Capital Management
California
$6.25M +$174K +367 +3%
LA
1405
Latitude Advisors
Florida
$6.25M -$174K -367 -3%
OPWM
1406
Oxinas Partners Wealth Management
Indiana
$6.24M +$249K +524 +4%
NPCM
1407
North Peak Capital Management
New York
$6.23M +$6.23M +13,110 New
PTB
1408
Pioneer Trust Bank
Oregon
$6.23M +$352K +740 +6%
CFS
1409
CRA Financial Services
New Jersey
$6.22M -$21.4K -45 -0.3%
FAB
1410
First American Bank
Illinois
$6.22M -$47.1K -99 -0.8%
CQS
1411
Credential Qtrade Securities
$6.22M +$3.6M +7,567 +137%
NGA
1412
Naples Global Advisors
Florida
$6.21M +$58.2K +122 +0.9%
OWP
1413
Obermeyer Wealth Partners
Colorado
$6.19M -$305K -642 -5%
IWP
1414
Invenio Wealth Partners
Florida
$6.19M -$201K -422 -3%
GWS
1415
Glassman Wealth Services
Virginia
$6.18M -$197K -415 -3%
ACM
1416
Alight Capital Management
New York
$6.18M
WEG
1417
World Equity Group
Illinois
$6.17M +$481K +1,011 +8%
MPM
1418
Meritage Portfolio Management
Kansas
$6.17M -$121K -254 -2%
NRI
1419
NFP Retirement Inc
California
$6.14M -$4.12M -8,664 -40%
PFA
1420
Pettinga Financial Advisors
Indiana
$6.13M -$156K -328 -2%
CAM
1421
Carret Asset Management
New York
$6.12M +$52.8K +111 +0.9%
VAM
1422
Vontobel Asset Management
New York
$6.12M
EW
1423
Element Wealth
Mississippi
$6.11M -$205K -431 -3%
BIG
1424
Brooklyn Investment Group
New York
$6.11M +$6.11M +12,856 New
FWP
1425
FAS Wealth Partners
Kansas
$6.06M +$1.02M +2,151 +20%