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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 %
KFS
1776
Kelly Financial Services
Massachusetts
$3.45M -$94.6K -199 -3%
BCA
1777
Bray Capital Advisors
Florida
$3.44M +$34.7K +73 +1%
NB
1778
Northwest Bancshares
Pennsylvania
$3.44M -$133K -280 -4%
BIM
1779
Baldwin Investment Management
Pennsylvania
$3.44M -$47.5K -100 -1%
CIP
1780
Capital Insight Partners
Arizona
$3.43M -$143K -301 -4%
OWA
1781
Opal Wealth Advisors
New York
$3.42M +$1.67M +3,520 +96%
GAA
1782
Guardian Asset Advisors
Pennsylvania
$3.42M +$3.42M +7,192 New
DFA
1783
DHJJ Financial Advisors
Illinois
$3.42M -$32.3K -68 -0.9%
ECG
1784
EPIQ Capital Group
California
$3.42M +$77.3K +162 +2%
RMCM
1785
Reynders McVeigh Capital Management
Massachusetts
$3.41M +$150K +315 +5%
WC
1786
Woodstock Corp
Massachusetts
$3.41M -$8.08K -17 -0.2%
TSWM
1787
Tyler-Stone Wealth Management
Ohio
$3.41M +$255K +536 +8%
PFM
1788
Phillips Financial Management
Indiana
$3.41M +$14.3K +30 +0.4%
CC
1789
Callan Capital
California
$3.4M -$1.16M -2,449 -26%
ML
1790
McAdam LLC
Pennsylvania
$3.4M +$700K +1,472 +26%
DCM
1791
Donaldson Capital Management
Indiana
$3.39M -$638K -1,343 -16%
SFS
1792
Sharp Financial Services
Pennsylvania
$3.39M +$3.39M +7,132 New
BRM
1793
Boston Research & Management
Massachusetts
$3.39M -$6.18K -13 -0.2%
IWA
1794
Inspirion Wealth Advisors
Illinois
$3.38M +$121K +255 +4%
ADL
1795
Asset Dedication LLC
California
$3.38M -$24.3K -51 -0.7%
WIA
1796
Wetzel Investment Advisors
Indiana
$3.37M +$3.37M +7,095 New
LCGC
1797
Legacy Capital Group California
California
$3.36M -$1.03M -2,171 -23%
APW
1798
Austin Private Wealth
Texas
$3.35M +$93.6K +197 +3%
VWM
1799
Valley Wealth Managers
New Jersey
$3.33M -$52.3K -110 -2%
BTW
1800
Boston Trust Walden
Massachusetts
$3.33M -$29.9K -63 -0.9%