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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 %
JSC
1901
Jackson Square Capital
California
$2.83M +$158K +332 +6%
FNBSF
1902
First National Bank Sioux Falls
South Dakota
$2.82M
BO
1903
Bank OZK
Arkansas
$2.81M -$144K -304 -5%
VWA
1904
Visionary Wealth Advisors
Illinois
$2.81M +$25.2K +53 +0.9%
VFP
1905
Verus Financial Partners
Virginia
$2.81M -$32.7K -67 -1%
EHC
1906
Everett Harris & Co
California
$2.81M
PGWM
1907
Parisi Gray Wealth Management
New Jersey
$2.81M +$32.8K +69 +1%
TPWA
1908
TRUE Private Wealth Advisors
Oregon
$2.8M -$67.5K -142 -2%
ASFA
1909
All Season Financial Advisors
Colorado
$2.8M +$2.8M +5,896 New
CCT
1910
Capital City Trust
Florida
$2.8M +$141K +296 +5%
BWP
1911
Baldwin Wealth Partners
Massachusetts
$2.79M -$228K -479 -8%
PL
1912
Plancorp LLC
Missouri
$2.79M +$38.5K +81 +1%
NFSG
1913
Newbridge Financial Services Group
Florida
$2.78M +$394K +829 +16%
THL
1914
Tillman Hartley LLC
Colorado
$2.78M
IWA
1915
Invera Wealth Advisors
Oregon
$2.78M +$2.78M +5,844 New
BSHC
1916
Breed's Hill Capital
Massachusetts
$2.77M +$2.77M +5,838 New
AIM
1917
Acropolis Investment Management
Missouri
$2.77M +$5.23K +11 +0.2%
CCMG
1918
Clark Capital Management Group
Pennsylvania
$2.77M +$1.34M +2,828 +95%
Fisher Asset Management
1919
Fisher Asset Management
Washington
$2.76M -$936K -1,970 -25%
BAM
1920
Bosun Asset Management
Illinois
$2.76M +$1.66M +3,500 +152%
SFWA
1921
Summit Financial Wealth Advisors
Louisiana
$2.75M
AWM
1922
Ameliora Wealth Management
Switzerland
$2.75M +$513K +1,080 +23%
CF
1923
Convergence Financial
Missouri
$2.74M -$1.78M -3,737 -39%
TW
1924
TrinityPoint Wealth
Connecticut
$2.74M +$14.7K +31 +0.5%
FWM
1925
Forza Wealth Management
Florida
$2.74M -$285K -600 -9%