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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 %
ST
1501
Sabal Trust
Florida
$5.27M +$1.85M +3,900 +54%
FP
1502
Fiduciary Planning
Florida
$5.24M +$4.77M +10,043 +1,015%
IIM
1503
Intact Investment Management
Quebec, Canada
$5.22M
CAS
1504
Coppell Advisory Solutions
Texas
$5.22M +$4.2M +8,838 +412%
CPRC
1505
Consolidated Portfolio Review Corp
New York
$5.21M +$29K +61 +0.6%
SAM
1506
Seelaus Asset Management
New Jersey
$5.2M +$140K +294 +3%
KF
1507
KKM Financial
Illinois
$5.19M +$5.19M +10,918 New
ACP
1508
Arcus Capital Partners
Georgia
$5.19M +$2.18M +4,589 +73%
WCM
1509
Windsor Capital Management
Arizona
$5.15M -$106K -223 -2%
SA
1510
SL Advisors
New Jersey
$5.13M +$1.35M +2,837 +36%
HF
1511
Halpern Financial
Virginia
$5.11M -$17.3K -37 -0.3%
DACS
1512
Dymon Asia Capital (Singapore)
Singapore
$5.08M +$5.08M +10,692 New
CFD
1513
Creative Financial Designs
Indiana
$5.08M +$311K +655 +7%
HSA
1514
HBK Sorce Advisory
Pennsylvania
$5.06M -$2.15M -4,526 -30%
CD
1515
Chapin Davis
Maryland
$5.05M +$2.85K +6 +0.1%
AFG
1516
Arkansas Financial Group
Arkansas
$5.04M -$156K -328 -3%
PCA
1517
Prosperity Capital Advisors
Ohio
$5.04M -$846K -1,780 -14%
VCP
1518
Vista Capital Partners
Oregon
$5.03M -$92.2K -194 -2%
UAS
1519
United Asset Strategies
New York
$5.03M -$485K -1,021 -9%
MSA
1520
McAlister Sweet & Associates
Texas
$5.02M +$1.02M +2,149 +26%
JWM
1521
Jupiter Wealth Management
Colorado
$5.02M +$188K +396 +4%
OPW
1522
Oxler Private Wealth
New York
$5.01M -$3.97M -8,360 -44%
IA
1523
Insight Advisors
Pennsylvania
$5M +$2.02M +4,248 +68%
SJGA
1524
Stephen J. Garry & Associates
New York
$5M +$5M +10,514 New
CWP
1525
CFM Wealth Partners
Texas
$4.99M +$187K +394 +4%