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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 %
FCBT
1451
First Citizens Bank & Trust
North Carolina
$5.82M -$476K -1,002 -8%
C
1452
Cliffwater
California
$5.8M
FIC
1453
FCG Investment Company
Tennessee
$5.79M +$5.79M +12,182 New
ACP
1454
Aveo Capital Partners
Colorado
$5.79M +$231K +487 +4%
AWA
1455
Amplius Wealth Advisors
Pennsylvania
$5.78M +$288K +605 +5%
BTI
1456
Blue Trust Inc
Georgia
$5.77M -$6.28M -14,681 -52%
PBT
1457
Pictet Bank & Trust
Bahamas
$5.76M +$2.49M +5,235 +76%
RW
1458
REDW Wealth
New Mexico
$5.74M -$750K -1,577 -12%
SIC
1459
Shoker Investment Counsel
Ohio
$5.73M -$76.1K -160 -1%
FCCM
1460
First City Capital Management
Georgia
$5.72M +$54.2K +114 +1%
TPW
1461
TL Private Wealth
Texas
$5.71M -$1.43K -3 -0%
VBFG
1462
Vishria Bird Financial Group
Tennessee
$5.7M -$19.5K -41 -0.3%
PC
1463
Port Capital
Illinois
$5.67M +$36.6K +77 +0.7%
BDWCC
1464
B&D White Capital Company
Texas
$5.66M +$5.66M +11,904 New
FMII
1465
Farmers & Merchants Investments Inc
Nebraska
$5.64M -$105K -220 -2%
OWA
1466
ORBA Wealth Advisors
Illinois
$5.61M +$5.61M +11,802 New
WWC
1467
Waypoint Wealth Counsel
Georgia
$5.58M +$521K +1,097 +10%
VWM
1468
Venturi Wealth Management
Texas
$5.57M -$165K -347 -3%
BFA
1469
Bragg Financial Advisors
North Carolina
$5.55M -$971K -2,042 -15%
ACM
1470
Armbruster Capital Management
New York
$5.54M -$35.6K -75 -0.6%
GCA
1471
Guardian Capital Advisors
Ontario, Canada
$5.53M +$65.5K +138 +1%
AAM
1472
Ameraudi Asset Management
New York
$5.51M -$114K -239 -2%
GWA
1473
Gratus Wealth Advisors
Virginia
$5.49M +$5.49M +11,558 New
CCFM
1474
Clear Creek Financial Management
Washington
$5.49M -$475 -1 -0%
FVWA
1475
Foster Victor Wealth Advisors
South Carolina
$5.49M +$259K +546 +5%