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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 %
PIMG
2026
Patriot Investment Management Group
Tennessee
$2.43M -$5.57M -11,715 -70%
Capital Research Global Investors
2027
Capital Research Global Investors
California
$2.42M +$1.01M +2,109 +71%
JIP
2028
Jaffetilchin Investment Partners
Florida
$2.41M +$51.3K +108 +2%
CWM
2029
Compass Wealth Management
Connecticut
$2.4M +$32.3K +68 +1%
MIC
2030
Means Investment Company
Maine
$2.4M -$204K -429 -8%
HNWA
2031
Henrickson Nauta Wealth Advisors
Michigan
$2.4M +$720K +1,514 +43%
RW
2032
Rede Wealth
Virginia
$2.39M -$38.5K -81 -2%
LWA
2033
LWS Wealth Advisors
New Jersey
$2.39M -$475 -1 -0%
VCM
2034
Virtue Capital Management
Tennessee
$2.39M +$2.39M +5,110 New
TCM
2035
Traynor Capital Management
Pennsylvania
$2.38M +$614K +1,291 +35%
CAAS
2036
Capital Asset Advisory Services
Michigan
$2.37M -$132K -277 -5%
MC
2037
Mathes Company
New York
$2.36M -$201K -422 -8%
HCP
2038
Holt Capital Partners
Texas
$2.36M -$14.3K -30 -0.6%
SVWG
2039
Shared Vision Wealth Group
United States
$2.36M +$2.36M +4,964 New
PBC
2040
Pavion Blue Capital
California
$2.36M -$13.8K -29 -0.6%
TPI
2041
Trust Point Inc
Wisconsin
$2.34M +$2.34M +4,917 New
SWA
2042
SOA Wealth Advisors
New York
$2.34M +$6.65K +14 +0.3%
FA
2043
Flagstar Advisors
New York
$2.33M +$127K +267 +6%
T
2044
TNF
Montana
$2.33M +$1.47K +3 +0.1%
FNWM
2045
Financial Network Wealth Management
Utah
$2.33M -$37.5K -79 -2%
CCWM
2046
Correct Capital Wealth Management
Missouri
$2.33M +$2.33M +4,895 New
HIC
2047
Holderness Investments Company
North Carolina
$2.32M +$1.13M +2,378 +95%
MWA
2048
Midland Wealth Advisors
Illinois
$2.32M +$2.32M +4,885 New
IWS
2049
Integrity Wealth Solutions
Colorado
$2.32M +$2.32M +4,859 New
PMG
2050
ProVise Management Group
Florida
$2.32M +$63.2K +133 +3%