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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 %
EWM
1976
Executive Wealth Management
Michigan
$2.56M +$498K +1,048 +24%
MRWM
1977
ML&R Wealth Management
Texas
$2.56M -$21.9K -46 -0.8%
SCP
1978
Silverleafe Capital Partners
Tennessee
$2.56M -$94.1K -198 -4%
PFGIA
1979
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M -$1.03M -2,168 -29%
MAM
1980
Marquette Asset Management
Minnesota
$2.55M
SIG
1981
Sky Investment Group
Connecticut
$2.55M -$2.3M
HCM
1982
Hutchinson Capital Management
California
$2.54M +$941K +1,979 +59%
CFG
1983
Cooper Financial Group
California
$2.53M +$127K +268 +5%
ZCI
1984
Zevenbergen Capital Investments
Washington
$2.53M -$391K -823 -13%
CRIG
1985
Charter Research & Investment Group
Connecticut
$2.53M -$9.51K -20 -0.4%
AMG
1986
Asset Management Group
Connecticut
$2.53M +$4.75K +10 +0.2%
RIA
1987
Realta Investment Advisors
Delaware
$2.53M -$378K -796 -13%
ECAM
1988
East Coast Asset Management
Massachusetts
$2.53M
RWP
1989
Revolve Wealth Partners
New Jersey
$2.53M -$39.9K -84 -2%
RC
1990
Rovin Capital
Arizona
$2.52M -$34.2K -72 -1%
MMPW
1991
Mitchell McLeod Pugh & Williams
Alabama
$2.52M +$8.08K +17 +0.3%
CTC
1992
Cetera Trust Company
Minnesota
$2.52M +$2.52M +5,301 New
HCM
1993
Hillman Capital Management
Maryland
$2.52M +$2.52M +5,293 New
EWP
1994
Elevation Wealth Partners
California
$2.51M +$374K +874 +17%
TWP
1995
Tempus Wealth Planning
California
$2.51M +$446K +939 +22%
RWIA
1996
Roger Wittlin Investment Advisory
California
$2.51M +$9.03K +19 +0.4%
GI
1997
Gradient Investments
Minnesota
$2.51M +$448K +943 +22%
PWM
1998
PBMares Wealth Management
Virginia
$2.51M +$337K +710 +16%
MWA
1999
Martel Wealth Advisors
Washington
$2.5M -$133K -279 -5%
WJA
2000
Willis Johnson & Associates
Texas
$2.49M +$4.28K +9 +0.2%