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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 %
PWG
2051
Private Wealth Group
Florida
$2.31M
ACM
2052
Allred Capital Management
Texas
$2.31M +$2.31M +4,852 New
CCB
2053
Cutter & Co Brokerage
Missouri
$2.31M +$7.13K +15 +0.3%
ICP
2054
Interchange Capital Partners
Pennsylvania
$2.3M -$258K -543 -10%
CWM
2055
Cahaba Wealth Management
Georgia
$2.3M -$29.9K -63 -1%
BHWM
2056
Beaird Harris Wealth Management
Texas
$2.3M -$2.18M -4,596 -49%
SCM
2057
Spring Capital Management
Texas
$2.3M +$116K +245 +5%
PFWA
2058
Paces Ferry Wealth Advisors
Georgia
$2.29M -$134K -282 -6%
SFM
2059
Signet Financial Management
New Jersey
$2.29M -$796K -1,674 -26%
AAM
2060
Augustine Asset Management
Florida
$2.29M
NCM
2061
Noesis Capital Mangement
Florida
$2.29M -$64.2K -135 -3%
IWMA
2062
Ironwood Wealth Management (Arizona)
Arizona
$2.29M -$41.4K -87 -2%
GWA
2063
Geometric Wealth Advisors
District of Columbia
$2.29M -$42.8K -90 -2%
CPC
2064
Consolidated Planning Corp
Georgia
$2.29M -$3M -6,315 -57%
CAM
2065
Congress Asset Management
Massachusetts
$2.29M +$776K +1,632 +51%
SC
2066
Searle & Co
Connecticut
$2.28M
NI
2067
Noked Israel
Israel
$2.28M +$2.28M +4,794 New
RP
2068
Rice Partnership
Hawaii
$2.28M -$122K -256 -5%
TFA
2069
Toth Financial Advisory
Virginia
$2.28M +$204K +430 +10%
LKIM
2070
Lawson Kroeker Investment Management
Nebraska
$2.27M -$93.6K -197 -4%
BWS
2071
BCR Wealth Strategies
Alabama
$2.27M
LFA
2072
Longview Financial Advisors
Alabama
$2.27M +$2.27M +4,779 New
EC
2073
EdgeRock Capital
Colorado
$2.27M +$338K +684 +18%
WIM
2074
Westside Investment Management
California
$2.27M +$85.6K +180 +4%
NDSI
2075
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M -$5.7K -12 -0.3%