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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 %
V
1801
VeraBank
Texas
$3.33M -$78.4K -165 -2%
SCM
1802
Sterneck Capital Management
Missouri
$3.31M -$707K -1,488 -18%
NL
1803
NVWM LLC
Pennsylvania
$3.31M -$608K -1,279 -16%
BIP
1804
Blueprint Investment Partners
North Carolina
$3.3M +$69.4K +146 +2%
PTP
1805
Platform Technology Partners
New York
$3.29M +$89.7K +179 +3%
VAS
1806
Vestmark Advisory Solutions
Massachusetts
$3.28M +$3.28M +6,910 New
FFP
1807
Forbes Financial Planning
Rhode Island
$3.28M +$94.1K +198 +3%
GIM
1808
Gold Investment Management
Alberta, Canada
$3.28M +$3.28M +6,899 New
ACM
1809
AlphaStar Capital Management
North Carolina
$3.27M +$1.75M +3,682 +115%
SWMP
1810
Signature Wealth Management Partners
New Jersey
$3.27M -$4.75K -10 -0.1%
RPC
1811
Rossmore Private Capital
Connecticut
$3.26M +$64.8K +136 +2%
HIG
1812
Heritage Investment Group
Florida
$3.26M -$60.8K -128 -2%
MFWP
1813
Mosaic Family Wealth Partners
Missouri
$3.25M +$1.15M +2,413 +55%
1CP
1814
17 Capital Partners
Arizona
$3.25M +$3.25M +6,835 New
SCP
1815
Sivia Capital Partners
California
$3.25M +$3.25M +6,833 New
FFA
1816
Fragasso Financial Advisors
Pennsylvania
$3.25M -$33.7K -71 -1%
FAM
1817
Flaharty Asset Management
Florida
$3.24M -$179K -376 -5%
PPW
1818
Pasadena Private Wealth
California
$3.24M -$4.75K -10 -0.1%
CC
1819
Chicago Capital
Illinois
$3.24M -$222K -467 -6%
TCB
1820
Texas Capital Bancshares
Texas
$3.24M
NCM
1821
Northwest Capital Management
Oregon
$3.23M -$102K -214 -3%
VPIM
1822
Vanguard Personalized Indexing Management
California
$3.23M +$910K +1,914 +39%
CAM
1823
Cubic Asset Management
Massachusetts
$3.23M -$11.9K -25 -0.4%
WW
1824
Waterfront Wealth
Kansas
$3.23M +$38.5K +81 +1%
MF
1825
Montis Financial
Massachusetts
$3.23M -$105K -221 -3%