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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 %
R
1526
Rebalance
California
$4.99M -$315K -663 -6%
TCWM
1527
Total Clarity Wealth Management
Illinois
$4.98M +$224K +471 +5%
LC
1528
LCNB Corp
Ohio
$4.98M -$23.8K -50 -0.5%
PB
1529
Pinnacle Bancorp
Nebraska
$4.98M +$8.56K +18 +0.2%
LIA
1530
LBMC Investment Advisors
Tennessee
$4.97M -$256K -538 -5%
PSCM
1531
Per Stirling Capital Management
Texas
$4.96M +$133K +280 +3%
PWM
1532
Power Wealth Management
Georgia
$4.95M +$4.95M +10,411 New
ANBT
1533
American National Bank & Trust
Texas
$4.94M +$25.2K +53 +0.5%
OIM
1534
Orca Investment Management
Oregon
$4.94M +$288K +606 +6%
NPFS
1535
Novak & Powell Financial Services
Florida
$4.91M +$4.91M +10,335 New
CF
1536
Clarity Financial
Texas
$4.9M +$840K +1,768 +21%
WPC
1537
White Pine Capital
Minnesota
$4.89M -$157K -331 -3%
PFT
1538
Providence First Trust
Arizona
$4.87M +$152K +320 +3%
DMC
1539
Drexel Morgan & Co
Pennsylvania
$4.84M +$107K +225 +2%
SIC
1540
Samalin Investment Counsel
New York
$4.84M +$1.09M +2,285 +29%
SF
1541
Symphony Financial
Texas
$4.83M +$2.35M +4,938 +94%
AWA
1542
Alta Wealth Advisors
Massachusetts
$4.83M -$2.97M -6,248 -38%
BFC
1543
Blue Fin Capital
Rhode Island
$4.83M -$15.2K -32 -0.3%
HP
1544
Hartree Partners
New York
$4.82M +$4.82M +10,150 New
CTA
1545
Camelot Technology Advisors
California
$4.82M +$4.82M +10,146 New
AAM
1546
Aureus Asset Management
Massachusetts
$4.81M +$71.8K +151 +2%
RWM
1547
Revisor Wealth Management
Ohio
$4.81M +$4.81M +10,112 New
CVA
1548
Central Valley Advisors
California
$4.81M +$4.81M +10,112 New
MFC
1549
Morris Financial Concepts
South Carolina
$4.8M -$60.8K -128 -1%
FGA
1550
Fortis Group Advisors
New Jersey
$4.8M +$2M +4,298 +71%