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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 %
MCM
2101
MV Capital Management
Maryland
$2.19M -$23.8K -50 -1%
KCPG
2102
Kavar Capital Partners Group
Kansas
$2.18M +$1.09M +2,298 +100%
QPW
2103
Quantum Private Wealth
Florida
$2.18M
WSCM
2104
Wellington Shields Capital Management
New York
$2.18M +$1.16M +2,447 +114%
TRIA
2105
Trail Ridge Investment Advisors
Colorado
$2.18M -$6.65K -14 -0.3%
MCM
2106
Morton Capital Management
California
$2.18M +$187K +394 +9%
MFC
2107
Miramar Fiduciary Corp
Nevada
$2.18M +$2.18M +4,580 New
BSI
2108
Bennett Selby Investments
Maine
$2.18M +$85.1K +179 +4%
BOPW
2109
Brandywine Oak Private Wealth
Pennsylvania
$2.17M -$39.4K -83 -2%
EK
2110
Evensky & Katz
Florida
$2.17M +$46.6K +98 +2%
DP
2111
Dearborn Partners
Illinois
$2.17M +$891K +1,875 +70%
ORG
2112
Optimist Retirement Group
Washington
$2.17M +$2.17M +4,561 New
CSA
2113
Cottage Street Advisors
Massachusetts
$2.16M +$150K +318 +7%
BAMG
2114
Brand Asset Management Group
Missouri
$2.16M -$5.7K -12 -0.3%
CIA
2115
Cape Investment Advisory
Georgia
$2.15M +$415K +873 +24%
SFFS
2116
Stonehage Fleming Financial Services
Jersey
$2.15M -$5.56M -11,694 -72%
SWA
2117
Strata Wealth Advisors
Texas
$2.14M +$13.3K +28 +0.6%
MA
2118
Modus Advisors
Minnesota
$2.14M +$193K +406 +10%
EA
2119
Everpar Advisors
Oklahoma
$2.14M +$2.14M +4,509 New
RLIM
2120
Red Lighthouse Investment Management
New York
$2.14M
Nuveen Asset Management
2121
Nuveen Asset Management
Illinois
$2.14M -$62.7K -132 -3%
GSC
2122
Grey Street Capital
Illinois
$2.13M +$954 +2 +0%
MLFP
2123
MPS Loria Financial Planners
Illinois
$2.12M -$30.9K -65 -1%
EP
2124
EPIQ Partners
Minnesota
$2.12M -$31.8K -67 -1%
BIG
2125
Builder Investment Group
Georgia
$2.12M -$10.9K -23 -0.5%