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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 %
NL
1926
NDWM LLC
California
$2.73M +$2.73M +5,746 New
NRG
1927
Nemes Rush Group
Michigan
$2.73M +$785K +1,651 +40%
PWP
1928
Phillips Wealth Planners
Mississippi
$2.73M +$2.45M +5,140 +883%
LW
1929
Libra Wealth
California
$2.73M
CWM
1930
C2C Wealth Management
Arizona
$2.72M -$5.53M -11,603 -67%
FA
1931
Fagan Associates
New York
$2.72M -$53.2K -112 -2%
Fayez Sarofim & Co
1932
Fayez Sarofim & Co
Texas
$2.72M -$2.33M -4,658 -46%
HCA
1933
Harbour Capital Advisors
Virginia
$2.72M -$113K -242 -4%
FWM
1934
Fairhaven Wealth Management
Illinois
$2.71M -$109K -230 -4%
RC
1935
RDST Capital
Washington
$2.71M +$2.71M +5,710 New
WPC
1936
Waters Parkerson & Co
Louisiana
$2.71M -$106K -223 -4%
SIA
1937
SkyView Investment Advisors
New Jersey
$2.71M -$4M -8,415 -60%
NSAM
1938
North Star Asset Management
Wisconsin
$2.71M -$95.5K -201 -3%
RSVP
1939
Ramsay Stattman Vela & Price
Colorado
$2.71M -$7.13K -15 -0.3%
RMAM
1940
Raab & Moskowitz Asset Management
New Jersey
$2.69M +$29.5K +62 +1%
IPW
1941
Impact Partnership Wealth
Georgia
$2.69M -$678K -1,426 -20%
BWM
1942
Baystate Wealth Management
Massachusetts
$2.69M +$155K +326 +6%
MC
1943
Middleton & Co
Massachusetts
$2.68M -$63.7K -134 -2%
GC
1944
Gilbert & Cook
Iowa
$2.68M -$33.7K -71 -1%
SWAG
1945
Spectrum Wealth Advisory Group
California
$2.67M +$365K +769 +16%
AAMA
1946
Advanced Asset Management Advisors
Ohio
$2.67M -$118K -249 -4%
CPSAC
1947
Chas P. Smith & Associates (CPS)
Florida
$2.67M
GCIM
1948
Gunn & Company Investment Management
Florida
$2.67M +$1.98M +4,160 +286%
TA
1949
Tactive Advisors
Florida
$2.67M -$2.27M -4,782 -46%
WMP
1950
Wealth Management Partners
Arizona
$2.66M +$18.5K +39 +0.7%