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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 %
CC
2076
Cadinha & Co
Hawaii
$2.26M -$91.3K -192 -4%
AAP
2077
Arax Advisory Partners
Colorado
$2.26M -$177K -373 -7%
GC
2078
Giverny Capital
Quebec, Canada
$2.26M
KOC
2079
Koss-Olinger Consulting
Florida
$2.26M +$132K +277 +6%
MS
2080
Marshall & Sullivan
Washington
$2.26M +$30.9K +65 +1%
EWS
2081
Eagle Wealth Strategies
New Jersey
$2.25M +$2.25M +4,734 New
NCM
2082
Northside Capital Management
Oregon
$2.25M +$43.7K +92 +2%
BFIM
2083
Beese Fulmer Investment Management
Ohio
$2.25M -$40.9K -86 -2%
CCA
2084
Clarity Capital Advisors
Florida
$2.24M +$2.24M +4,720 New
CFC
2085
Coyle Financial Counsel
Illinois
$2.24M +$248K +521 +12%
JIR
2086
James Investment Research
Ohio
$2.23M +$33.3K +70 +2%
XF
2087
XML Financial
Maryland
$2.22M +$278K +584 +14%
CHA
2088
Cooper/Haims Advisors
New York
$2.22M +$4.75K +10 +0.2%
KPWG
2089
KFA Private Wealth Group
Virginia
$2.22M +$39.4K +83 +2%
HIS
2090
Horizon Investment Services
Indiana
$2.22M +$48.5K +102 +2%
SIA
2091
SeaBridge Investment Advisors
New Jersey
$2.21M
AWM
2092
Affinity Wealth Management
Delaware
$2.21M +$108K +227 +5%
FSWA
2093
Financial Synergies Wealth Advisors
Texas
$2.21M +$627K +1,639 +40%
DWM
2094
Denver Wealth Management
Colorado
$2.2M +$45.6K +96 +2%
WP
2095
WealthShield Partners
North Carolina
$2.2M -$256K -536 -10%
SDWMA
2096
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.2M -$25.7K -54 -1%
SCM
2097
Saxony Capital Management
Missouri
$2.19M +$2.19M +4,613 New
MSG
2098
Main Street Group
Virginia
$2.19M +$2.19M +4,607 New
BSA
2099
Bull Street Advisors
Georgia
$2.19M -$23.8K -50 -1%
NA
2100
Nottingham Advisors
New York
$2.19M -$951 -2 -0%