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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 %
CCM
1726
Cohen Capital Management
California
$3.76M +$951 +2 +0%
PNAA
1727
Pictet North America Advisors
Switzerland
$3.75M -$5.34M -11,239 -59%
TF
1728
Tompkins Financial
New York
$3.75M +$878K +1,847 +31%
SPP
1729
Single Point Partners
Massachusetts
$3.75M -$33.7K -71 -0.9%
LWL
1730
Leo Wealth LLC
Texas
$3.73M +$3.73M +7,774 New
IAA
1731
Independent Advisor Alliance
North Carolina
$3.72M +$829K +1,745 +29%
PWP
1732
Private Wealth Partners
California
$3.71M -$16.6K -35 -0.4%
DIM
1733
Delta Investment Management
California
$3.71M +$324K +681 +10%
SBWIC
1734
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.71M -$55.6K -117 -1%
FWM
1735
ForthRight Wealth Management
Georgia
$3.7M +$498K +1,048 +16%
HGERS
1736
Householder Group Estate & Retirement Specialist
Arizona
$3.68M -$470K -989 -11%
WIM
1737
Waycross Investment Management
Washington
$3.68M -$413K -869 -10%
T. Rowe Price Associates
1738
T. Rowe Price Associates
Maryland
$3.68M +$1.13M +2,372 +44%
PFBT
1739
Parkside Financial Bank & Trust
Missouri
$3.67M +$1.11M +2,329 +43%
EM
1740
ELCO Management
New York
$3.66M -$26.6K -56 -0.7%
SA
1741
Sunesis Advisors
Kansas
$3.66M
EA
1742
Evergreen Advisors
Tennessee
$3.65M -$53.7K -113 -1%
OMC
1743
Overbrook Management Corp
New York
$3.64M -$84.6K -178 -2%
MWM
1744
Marietta Wealth Management
Georgia
$3.64M -$24.2K -51 -0.7%
RCA
1745
Ranch Capital Advisors
Florida
$3.63M +$61K +128 +2%
CWM
1746
Campbell Wealth Management
Virginia
$3.63M +$2.1M +4,413 +137%
MAS
1747
Madden Advisory Services
Florida
$3.62M -$155K -327 -4%
FIB
1748
First Interstate Bank
Montana
$3.62M -$1.04M -2,192 -22%
PCS
1749
Private Client Services
Kentucky
$3.61M +$3.61M +7,590 New
PCH
1750
PGIM Custom Harvest
New Jersey
$3.61M +$325K +684 +10%