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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 %
AMIM
2126
Aull & Monroe Investment Management
Alabama
$2.12M +$47.5K +100 +2%
RMA
2127
Roffman Miller Associates
Pennsylvania
$2.12M +$30.4K +64 +1%
SC
2128
Scholtz & Company
Connecticut
$2.11M +$1.65M +3,471 +357%
WIC
2129
Woodmont Investment Counsel
Tennessee
$2.11M -$31.4K -66 -1%
CW
2130
Cooksen Wealth
Texas
$2.11M +$2.11M +4,431 New
EAM
2131
Empirical Asset Management
Massachusetts
$2.11M -$3.39M -7,139 -62%
TCM
2132
Tran Capital Management
California
$2.11M +$753K +1,584 +56%
CFP
2133
Curran Financial Partners
South Carolina
$2.11M +$115K +237 +6%
WLIM
2134
White Lighthouse Investment Management
Massachusetts
$2.1M -$46.1K -97 -2%
EIA
2135
Eldridge Investment Advisors
New Hampshire
$2.1M
AFG
2136
ABLE Financial Group
Arizona
$2.1M +$70.8K +149 +3%
CCP
2137
Clarkston Capital Partners
Michigan
$2.08M +$48.5K +102 +2%
SGDR
2138
SPX Gestao de Recursos
Brazil
$2.07M -$27.5M -57,753 -93%
OW
2139
Olistico Wealth
Oklahoma
$2.07M +$14.7K +31 +0.7%
CTB
2140
Country Trust Bank
Illinois
$2.05M -$62.3K -131 -3%
APA
2141
Astoria Portfolio Advisors
New York
$2.05M +$113K +229 +6%
FAT
2142
First American Trust
California
$2.04M +$201K +422 +11%
SAM
2143
Sawgrass Asset Management
Florida
$2.04M -$1.9K -4 -0.1%
SCG
2144
Sonata Capital Group
Washington
$2.03M +$109K +229 +6%
OHWP
2145
Oak Harbor Wealth Partners
North Carolina
$2.03M -$69.4K -146 -3%
SWM
2146
SigFig Wealth Management
California
$2.03M -$459K -966 -18%
SG
2147
Sharper & Granite
California
$2.03M +$471K +990 +30%
P
2148
&Partners
Tennessee
$2.03M +$744K +1,586 +58%
PAM
2149
Peninsula Asset Management
Florida
$2.02M +$23.8K +50 +1%
SSWM
2150
Sheets Smith Wealth Management
North Carolina
$2.02M -$40.4K -85 -2%