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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 %
CFA
1851
Cahill Financial Advisors
Minnesota
$3.09M +$194K +408 +7%
AFP
1852
Ausdal Financial Partners
Iowa
$3.09M -$99.8K -210 -3%
TI
1853
Tidal Investments
Wisconsin
$3.08M +$1.14M +2,408 +59%
SCM
1854
Silvant Capital Management
Georgia
$3.08M
KLI
1855
Kelman-Lazarov Inc
Tennessee
$3.07M -$11.9K -25 -0.4%
SAM
1856
Selway Asset Management
$3.07M -$501K -1,055 -14%
CFFP
1857
Center for Financial Planning
Michigan
$3.07M +$283K +595 +10%
JPLA
1858
Joseph P. Lucia & Associates
New York
$3.07M +$610K +1,284 +25%
CCFCSB
1859
Cape Cod Five Cents Savings Bank
Massachusetts
$3.06M -$2.97M -6,247 -49%
APG
1860
Abacus Planning Group
South Carolina
$3.06M -$105K -221 -3%
SIMG
1861
Sonora Investment Management Group
Arizona
$3.05M +$38.5K +81 +1%
MGWM
1862
Marks Group Wealth Management
Minnesota
$3.04M +$33.7K +71 +1%
OBWG
1863
Onyx Bridge Wealth Group
New York
$3.04M +$184K +388 +6%
DF
1864
Dunhill Financial
United Kingdom
$3.04M -$1.03M -2,176 -25%
RF
1865
Rollins Financial
Georgia
$3.03M -$711K -1,496 -19%
RFA
1866
Rollins Financial Advisors
New York
$3.03M +$3.03M +6,381 New
FNB
1867
Farmers National Bank
Kentucky
$3.03M -$72.2K -152 -2%
IAG
1868
Investmark Advisory Group
Connecticut
$3.03M +$597K +1,257 +25%
DLCIG
1869
D.L. Carlson Investment Group
New Hampshire
$3.02M -$18.1K -36 -0.6%
KFA
1870
Kelleher Financial Advisors
New York
$3.02M -$39.5K -83 -1%
HFA
1871
High Falls Advisors
New York
$3.02M -$1.9K -4 -0.1%
SFG
1872
Sterling Financial Group
California
$3.01M
SC
1873
Stephenson & Company
California
$3M +$3M +6,319 New
CT
1874
Colonial Trust
South Carolina
$3M -$9.51K -20 -0.3%
HAM
1875
Harmony Asset Management
Arizona
$3M +$3M +6,311 New