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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 %
AIMC
1751
Alley Investment Management Company
Illinois
$3.6M -$372K -783 -9%
AAS
1752
Asset Allocation Strategies
Michigan
$3.6M +$282K +593 +8%
PWPS
1753
Pinnacle Wealth Planning Services
Ohio
$3.6M -$19.9M -41,773 -85%
TLA
1754
Tanglewood Legacy Advisors
Texas
$3.6M +$475 +1 +0%
MFG
1755
MidWestOne Financial Group
Iowa
$3.59M +$1.29M +2,720 +56%
MIC
1756
Meridian Investment Counsel
California
$3.58M +$10.9K +23 +0.3%
NG
1757
Norden Group
Utah
$3.56M +$2.57M +5,406 +260%
OWA
1758
Outlook Wealth Advisors
Texas
$3.55M -$36.6K -77 -1%
CA
1759
Continuum Advisory
Idaho
$3.54M -$68K -143 -2%
BFA
1760
Beacon Financial Advisory
Ohio
$3.54M +$175K +369 +5%
TLCM
1761
Twin Lakes Capital Management
California
$3.52M -$70.3K -148 -2%
MSS
1762
Mitchell Sinkler & Starr
Pennsylvania
$3.51M +$3.51M +7,385 New
WAM
1763
Wallington Asset Management
Indiana
$3.51M
FA
1764
FDx Advisors
Illinois
$3.5M +$1.2M +2,533 +52%
AIP
1765
Almanack Investment Partners
Pennsylvania
$3.5M -$20K -42 -0.6%
PSIWM
1766
Paradigm Strategies in Wealth Management
Minnesota
$3.5M -$87.9K -185 -2%
BC
1767
Burney Company
Virginia
$3.5M +$354K +744 +11%
MCM
1768
Mengis Capital Management
Oregon
$3.5M -$35.7K -75 -1%
FUBT
1769
First United Bank & Trust
Maryland
$3.48M -$26.6K -56 -0.8%
CP
1770
Castleview Partners
Texas
$3.48M -$538K -1,132 -13%
AFAS
1771
Acorn Financial Advisory Services
Virginia
$3.48M -$542K -1,141 -13%
RWS
1772
Resolute Wealth Strategies
Mississippi
$3.48M -$5.7K -12 -0.2%
WCP
1773
Wick Capital Partners
Pennsylvania
$3.47M +$1.43M +3,001 +70%
AFO
1774
Arrowroot Family Office
California
$3.46M -$51.3K -108 -1%
HWM
1775
Hassell Wealth Management
Louisiana
$3.45M