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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 %
SFS
1826
Security Financial Services
Indiana
$3.22M -$44.2K -93 -1%
MIM
1827
Merrion Investment Management
New Jersey
$3.21M
HWM
1828
Howard Wealth Management
Connecticut
$3.2M +$40.4K +85 +1%
AAM
1829
Austin Asset Management
Texas
$3.19M -$32.3K -68 -1%
HCA
1830
Horan Capital Advisors
Ohio
$3.19M +$1.21M +2,551 +61%
SFG
1831
Sage Financial Group
Pennsylvania
$3.19M +$450K +947 +16%
GCA
1832
Genesee Capital Advisors
New York
$3.18M +$2.5M +5,251 +367%
HFBOT
1833
Home Federal Bank of Tennessee
Tennessee
$3.17M
WF
1834
Warner Financial
Maryland
$3.17M +$1.03M +2,163 +48%
BEAM
1835
Baker Ellis Asset Management
Washington
$3.17M -$20K -42 -0.6%
CPA
1836
Clear Point Advisors
New York
$3.16M +$3.16M +6,653 New
RVM
1837
Robinson Value Management
Texas
$3.15M +$1.43M +3,017 +84%
EWM
1838
Edge Wealth Management
New York
$3.14M +$39.9K +84 +1%
AA
1839
AlphaQ Advisors
Florida
$3.13M +$885K +1,861 +39%
BC
1840
Barrett & Company
Rhode Island
$3.13M +$428K +900 +16%
CCG
1841
Coastwise Capital Group
California
$3.13M +$69.4K +146 +2%
SSWM
1842
Strait & Sound Wealth Management
California
$3.13M -$76.5K -162 -2%
SHFA
1843
SC&H Financial Advisors
Maryland
$3.12M +$475 +1 +0%
HP
1844
Hyperion Partners
Pennsylvania
$3.11M -$248K -522 -7%
IIC
1845
Ironwood Investment Counsel
Arizona
$3.11M -$1.43K -3 -0%
1WM
1846
1900 Wealth Management
Texas
$3.11M +$157K +331 +5%
AFG
1847
Allegheny Financial Group
Pennsylvania
$3.11M +$70.3K +148 +2%
KNFPWM
1848
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.1M +$3.1M +6,516 New
NYLIM
1849
New York Life Investment Management
New York
$3.09M +$1.29M +2,706 +71%
FVCM
1850
F&V Capital Management
Florida
$3.09M -$166K -350 -5%