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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 %
TP
1626
Tranquility Partners
Tennessee
$4.3M +$2.68M +5,635 +165%
OGF
1627
Orin Green Financial
California
$4.3M +$474K +998 +12%
TW
1628
TritonPoint Wealth
Maryland
$4.3M +$4.3M +9,004 New
AAS
1629
Annex Advisory Services
Wisconsin
$4.28M +$429K +902 +11%
ZCM
1630
Ziegler Capital Management
Illinois
$4.27M -$1.03M -2,161 -19%
WA1
1631
Wimmer Associates 1
California
$4.27M -$11.9K -25 -0.3%
CAL
1632
Capital Analysts LLC
Pennsylvania
$4.27M +$634K +1,333 +17%
ACM
1633
Alpha Capital Management
Texas
$4.27M -$207K -435 -5%
I
1634
INVST
Indiana
$4.25M +$535K +1,082 +14%
FRM
1635
Fox Run Management
Connecticut
$4.25M +$2.61M +5,490 +159%
CCWM
1636
Cassaday & Co Wealth Management
Virginia
$4.25M -$406K -855 -9%
BAM
1637
Blueshift Asset Management
New Jersey
$4.25M -$2.55M -5,375 -38%
GPA
1638
Guidance Point Advisors
Massachusetts
$4.24M +$6.66K +14 +0.2%
HG
1639
Herbst Group
Connecticut
$4.23M +$995K +2,093 +31%
W
1640
WPWealth
Texas
$4.23M -$951 -2 -0%
SW
1641
Signify Wealth
Missouri
$4.21M +$1.49M +3,131 +55%
BWA
1642
BlueSky Wealth Advisors
North Carolina
$4.2M -$73.7K -155 -2%
KCFA
1643
Key Client Fiduciary Advisors
New Jersey
$4.2M +$260K +548 +7%
LFG
1644
Lockerman Financial Group
California
$4.2M +$237K +498 +6%
WWM
1645
Waterway Wealth Management
Texas
$4.2M +$4.2M +8,831 New
COCM
1646
Charter Oak Capital Management
New Hampshire
$4.2M -$73.7K -155 -2%
TCWA
1647
Turtle Creek Wealth Advisors
Texas
$4.19M +$4.19M +8,824 New
AWP
1648
Ascent Wealth Partners
New York
$4.17M +$2.02M +4,245 +94%
CFO
1649
Colony Family Offices
North Carolina
$4.17M +$101K +211 +2%
EFA
1650
Evernest Financial Advisors
Indiana
$4.15M +$4.15M +8,735 New