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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 %
IF
2001
Ironwood Financial
Arizona
$2.49M +$68.4K +144 +3%
WAS
2002
Winch Advisory Services
Wisconsin
$2.49M +$519K +1,091 +26%
IIM
2003
InTrack Investment Management
Vermont
$2.49M +$10.9K +23 +0.4%
BFA
2004
Beaumont Financial Advisors
Massachusetts
$2.49M +$322K +677 +15%
AIM
2005
Anchor Investment Management
South Carolina
$2.49M -$10.5K -22 -0.4%
SFS
2006
Summit Financial Strategies
Ohio
$2.48M -$85.6K -180 -3%
W
2007
Wealthquest
Ohio
$2.48M -$58.9K -124 -2%
LFP
2008
Leeward Financial Partners
Washington
$2.48M +$54.7K +115 +2%
SPFA
2009
Summit Place Financial Advisors
New Jersey
$2.48M +$35.7K +75 +1%
LCOV
2010
London Company of Virginia
Virginia
$2.47M +$1.48M +3,120 +150%
ESB
2011
Essex Savings Bank
Connecticut
$2.47M +$77.9K +164 +3%
Russell Investments Group
2012
Russell Investments Group
United Kingdom
$2.47M +$117K +247 +5%
GI
2013
GLOBALT Investments
Georgia
$2.47M +$2.47M +5,198 New
PCM
2014
Parsons Capital Management
Rhode Island
$2.47M +$17.6K +37 +0.7%
FAN
2015
Financial Advisors Network
California
$2.46M -$128K -270 -5%
VC
2016
Vestor Capital
Illinois
$2.45M +$1.47M +3,093 +149%
PFA
2017
Plotkin Financial Advisors
Maryland
$2.45M +$491K +1,034 +25%
PAG
2018
Paladin Advisory Group
Iowa
$2.45M -$224K -471 -8%
OWA
2019
Octavia Wealth Advisors
Ohio
$2.45M -$262K -548 -10%
PWS
2020
Peterson Wealth Services
Utah
$2.45M +$2.45M +5,152 New
CFG
2021
Cambridge Financial Group
Ohio
$2.45M +$2.31M +4,860 +1,676%
KWM
2022
Keebeck Wealth Management
Illinois
$2.44M -$20.4M -42,738 -89%
PI
2023
Parkside Investments
Illinois
$2.44M -$2.38K -5 -0.1%
IGGA
2024
Iron Gate Global Advisors
Utah
$2.44M +$41.8K +88 +2%
I2I
2025
Insight 2811 Inc
Illinois
$2.43M -$39.5K -83 -2%