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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 %
TW
1951
Towerpoint Wealth
California
$2.66M +$9.51K +20 +0.4%
LA
1952
Lifeworks Advisors
Michigan
$2.65M -$446K -938 -14%
AF
1953
Aldebaran Financial
$2.65M +$99.3K +209 +4%
MFS
1954
Madrona Financial Services
Washington
$2.64M -$1.19M -2,496 -31%
CHC
1955
City Holding Co
West Virginia
$2.63M -$27.1K -57 -1%
SN
1956
Sittner & Nelson
Oregon
$2.63M
DSC
1957
Duncker Streett & Co
Missouri
$2.63M +$237K +498 +10%
WAM
1958
WNY Asset Management
New York
$2.63M +$20.9K +44 +0.8%
AAMC
1959
Asset Allocation & Management Company
Illinois
$2.63M
PAMG
1960
Patton Albertson Miller Group
Tennessee
$2.62M +$434K +913 +20%
HNWAG
1961
High Net Worth Advisory Group
Florida
$2.61M +$23.8K +50 +0.9%
ME
1962
McIlrath & Eck
Washington
$2.61M -$79.4K -167 -3%
VP
1963
Verum Partners
North Carolina
$2.61M +$319K +671 +14%
GKIM
1964
GW&K Investment Management
Massachusetts
$2.6M +$395K +832 +18%
MW
1965
Marcum Wealth
Ohio
$2.59M +$1.59M +3,346 +159%
IDA
1966
Intelligence Driven Advisers
California
$2.59M -$95.1K -197 -4%
SWP
1967
Semus Wealth Partners
Florida
$2.59M +$365K +769 +16%
MAG
1968
M3 Advisory Group
Massachusetts
$2.59M +$2.59M +5,441 New
LGWM
1969
Litman Gregory Wealth Management
California
$2.58M +$88.9K +187 +4%
EFG
1970
Erickson Financial Group
Pennsylvania
$2.58M +$222K +467 +9%
SAM
1971
Sequent Asset Management
Texas
$2.58M -$1.46M -3,075 -36%
BWA
1972
Beam Wealth Advisors
Louisiana
$2.58M +$79.9K +168 +3%
1IA
1973
1834 Investment Advisors
Wisconsin
$2.58M -$12.8K -27 -0.5%
AF
1974
Affiance Financial
Minnesota
$2.57M -$22.3K -47 -0.9%
LSA
1975
Lion Street Advisors
Texas
$2.57M +$199K +418 +8%