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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 %
W
1476
WorthPointe
California
$5.49M -$376K -792 -6%
DL
1477
DOHJ LLC
Washington
$5.49M +$2.74M +5,770 +100%
PPP
1478
Private Portfolio Partners
New Jersey
$5.45M +$245K +516 +5%
Kayne Anderson Rudnick Investment Management
1479
Kayne Anderson Rudnick Investment Management
California
$5.45M +$52.7K +111 +1%
JFG
1480
JDM Financial Group
Texas
$5.44M -$31.4K -66 -0.6%
FAG
1481
Fortitude Advisory Group
Washington
$5.42M -$649K -1,366 -11%
WA
1482
Waddell & Associates
Tennessee
$5.42M -$1.45M -3,059 -21%
AT
1483
American Trust
Kentucky
$5.42M -$939K -1,975 -15%
OSNBOA
1484
Old Second National Bank of Aurora
Illinois
$5.41M -$195K -410 -3%
FPAS
1485
Focus Partners Advisor Solutions
Missouri
$5.41M +$733K +1,542 +16%
TVAMP
1486
Tennessee Valley Asset Management Partners
Tennessee
$5.4M +$2.72M +5,720 +101%
OIM
1487
Oder Investment Management
California
$5.4M -$6.18K -13 -0.1%
XSC
1488
X-Square Capital
Puerto Rico
$5.38M +$4.69M +9,865 +678%
AIFAIM
1489
American Institute for Advanced Investment Management
Arizona
$5.35M -$12.4K -26 -0.2%
HB
1490
HTLF Bank
Colorado
$5.34M +$5.34M +11,244 New
FWCM
1491
Ferguson Wellman Capital Management
Oregon
$5.34M -$73.2K -154 -1%
MWM
1492
MGB Wealth Management
Texas
$5.32M +$5.32M +11,203 New
EI
1493
Ellevest Inc
New York
$5.32M -$60.8K -128 -1%
EWA
1494
Etesian Wealth Advisors
Oregon
$5.31M +$3.81K +8 +0.1%
BCB
1495
Brian C. Broderick
$5.31M
FFA
1496
Florida Financial Advisors
Florida
$5.3M +$5.3M +11,149 New
LCM
1497
Logan Capital Management
Pennsylvania
$5.29M +$3.62M +7,609 +216%
WDL
1498
Well Done LLC
Michigan
$5.29M +$193K +405 +4%
RRCM
1499
Rappaport Reiches Capital Management
Illinois
$5.28M +$2.07M +4,361 +65%
CFIA
1500
Cantor Fitzgerald Investment Advisors
New York
$5.27M +$5.27M +11,079 New