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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 %
SVWAG
1551
Sound View Wealth Advisors Group
Georgia
$4.79M -$169K -356 -3%
GC
1552
Garde Capital
Washington
$4.78M -$55.6K -117 -1%
LNWTC
1553
Laird Norton Wetherby Trust Company
Washington
$4.77M +$3.16M +6,624 +196%
CW
1554
CIC Wealth
Maryland
$4.77M -$1.33M -2,793 -22%
EIP
1555
Epoch Investment Partners
New York
$4.77M +$4.77M +10,037 New
BFG
1556
Berger Financial Group
Minnesota
$4.76M +$855K +1,799 +22%
FFW
1557
Fusion Family Wealth
New York
$4.76M -$12.4K -26 -0.3%
FCMT
1558
Founders Capital Management (Texas)
Texas
$4.76M -$77K -162 -2%
H
1559
HoyleCohen
California
$4.76M -$61.3K -129 -1%
CCM
1560
CAAS Capital Management
New York
$4.75M -$23M -48,300 -83%
BSG
1561
Black Swift Group
Colorado
$4.75M -$6.81M -14,319 -59%
SL
1562
Stevard LLC
Illinois
$4.75M
PO
1563
Private Ocean
California
$4.74M +$357K +752 +8%
PFG
1564
Pacific Financial Group
Washington
$4.74M +$9.51K +20 +0.2%
GLLW
1565
Graves Light Lenhart Wealth
Virginia
$4.73M -$26.1K -55 -0.5%
RRA
1566
Round Rock Advisors
Connecticut
$4.73M +$80.8K +170 +2%
CIAS
1567
Capital Investment Advisory Services
North Carolina
$4.72M -$400K -841 -8%
JWBC
1568
J.W. Burns & Co
New York
$4.72M +$90.8K +191 +2%
SC
1569
Stempoint Capital
New York
$4.72M +$4.72M +9,921 New
KA
1570
Kearns & Associates
California
$4.71M
KCM
1571
Kanawha Capital Management
Virginia
$4.71M -$29K -61 -0.6%
SIM
1572
Strategic Investment Management
Virginia
$4.71M -$320K -660 -6%
SR
1573
Syntax Research
Florida
$4.7M -$102K -214 -2%
QCM
1574
QRG Capital Management
Illinois
$4.69M +$185K +390 +4%
RC
1575
Roundview Capital
New Jersey
$4.69M -$6.65K -14 -0.1%