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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 %
CCM
1876
Carlson Capital Management
Minnesota
$3M -$49K -103 -2%
SI
1877
Saxon Interests
Texas
$2.99M -$21.5M -45,252 -88%
UWM
1878
USAdvisors Wealth Management
Minnesota
$2.98M -$36.1K -76 -1%
HWA
1879
HCR Wealth Advisors
California
$2.96M +$793K +1,669 +37%
PNC
1880
Park National Corp
Ohio
$2.96M -$20K -42 -0.7%
VCP
1881
Verus Capital Partners
Arizona
$2.96M +$602K +1,267 +26%
PP
1882
Prosperity Planning
Missouri
$2.95M -$25.2K -53 -0.8%
BF
1883
Blankinship & Foster
California
$2.95M +$172K +362 +6%
AUB
1884
Atlantic Union Bankshares
Virginia
$2.95M +$1.26M +2,652 +74%
HCMT
1885
Highland Capital Management (Tennessee)
Tennessee
$2.93M -$41.8K -88 -1%
PGWM
1886
Pitti Group Wealth Management
New York
$2.93M -$326K -686 -10%
CWM
1887
Cahill Wealth Management
Michigan
$2.92M -$32.8K -69 -1%
HP
1888
Highlander Partners
Texas
$2.92M
FP
1889
Financial Perspectives
Minnesota
$2.92M -$3.33K -7 -0.1%
WN
1890
Williams & Novak
California
$2.91M +$2.91M +6,116 New
BWM
1891
Bulltick Wealth Management
Florida
$2.88M -$7.63M -15,815 -73%
PF
1892
Parker Financial
Washington
$2.88M +$569K +1,198 +25%
MMH
1893
Menora Mivtachim Holdings
Israel
$2.87M
BWM
1894
BNC Wealth Management
Oregon
$2.87M -$53.2K -112 -2%
SAS
1895
Sage Advisory Services
Texas
$2.86M -$73.7K -155 -3%
MIAS
1896
Mason Investment Advisory Services
Virginia
$2.85M -$34.7K -73 -1%
HHAA
1897
Henry H. Armstrong Associates
Pennsylvania
$2.85M
LFS
1898
Legacy Financial Strategies
Kansas
$2.84M +$26.1K +55 +0.9%
WAL
1899
W Advisors LLC
Tennessee
$2.84M
SCM
1900
SOL Capital Management
Maryland
$2.84M -$21.9K -46 -0.8%