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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 %
TWA
1576
TCI Wealth Advisors
Arizona
$4.68M -$80.8K -170 -2%
LWM
1577
Luminvest Wealth Management
Arizona
$4.68M +$4.68M +8,106 New
DWM
1578
Defined Wealth Management
Oregon
$4.67M -$7.13K -15 -0.2%
TNA
1579
True North Advisors
Texas
$4.67M -$42.3K -89 -0.9%
LWM
1580
Lionsbridge Wealth Management
Florida
$4.66M +$4.32M +9,079 +1,235%
PAMP
1581
Polar Asset Management Partners
Ontario, Canada
$4.66M +$4.66M +9,800 New
LFG
1582
Larson Financial Group
Missouri
$4.66M -$2.38M -5,009 -34%
SAM
1583
S.A. Mason
Michigan
$4.65M -$23.8K -50 -0.5%
GIA
1584
Guyasuta Investment Advisors
Pennsylvania
$4.65M +$128K +269 +3%
AQR Capital Management
1585
AQR Capital Management
Connecticut
$4.63M +$2.32M +4,882 +100%
FFB
1586
First Financial Bankshares
Texas
$4.63M +$4.63M +9,749 New
RGC
1587
Roberts, Glore & Co
Illinois
$4.6M +$441K +928 +11%
FCM
1588
Fogel Capital Management
Florida
$4.6M +$4.6M +9,226 New
JWBC
1589
John W. Brooker & Co
California
$4.56M +$126K +266 +3%
BW
1590
Bison Wealth
Georgia
$4.55M +$505K +1,063 +12%
CAM
1591
Covenant Asset Management
New Jersey
$4.55M +$726K +1,527 +19%
GAM
1592
Gemmer Asset Management
California
$4.54M +$2.21M +4,643 +95%
UL
1593
Unionview LLC
Washington
$4.53M -$180K -378 -4%
MSAGDF
1594
Moneda SA Administradora General de Fondos
Chile
$4.53M -$257K -541 -5%
MDSL
1595
M.D. Sass LLC
New York
$4.52M -$17.8M -37,500 -80%
WAM
1596
WealthTrust Asset Management
Florida
$4.52M +$1.99M +4,195 +79%
EL
1597
EMFO LLC
Florida
$4.51M -$12.4K -26 -0.3%
RT
1598
Rockland Trust
Massachusetts
$4.51M -$105K -221 -2%
CAC
1599
Certified Advisory Corp
Florida
$4.5M +$71.8K +151 +2%
BHWM
1600
Bar Harbor Wealth Management
New Hampshire
$4.5M +$221K +466 +5%