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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 %
AWM
2151
Avior Wealth Management
Nebraska
$2.02M +$356K +748 +21%
LJHT
2152
Laurie J. Hall Trustee
$2.02M +$2.38K +5 +0.1%
BSSFA
2153
Baron Silver Stevens Financial Advisors
Florida
$2.01M -$137K -289 -6%
BG
2154
Bollard Group
Massachusetts
$2.01M -$629K -1,958 -24%
WCM
2155
Wunderlich Capital Managemnt
Tennessee
$2M -$35.6K -75 -2%
SIS
2156
Sound Income Strategies
Florida
$2M +$1.25M +2,635 +167%
POIA
2157
Pin Oak Investment Advisors
Texas
$2M +$218K +456 +12%
WI
2158
Wedgewood Investors
Pennsylvania
$1.99M +$2.85K +6 +0.1%
AFS
2159
Annapolis Financial Services
Maryland
$1.99M -$101K -213 -5%
DIM
2160
DLK Investment Management
California
$1.99M +$1.99M +4,180 New
BSB
2161
Bangor Savings Bank
Maine
$1.98M -$6.18K -13 -0.3%
AWP
2162
Abacus Wealth Partners
California
$1.98M +$131K +275 +7%
O3W
2163
Omni 360 Wealth
New Jersey
$1.98M +$1.98M +4,158 New
SGI
2164
Summit Global Investments
Utah
$1.98M +$273K +575 +16%
AR
2165
Advisory Research
Illinois
$1.98M +$1.71M +3,598 +645%
MFGM
2166
Marshall Financial Group (Maryland)
Maryland
$1.97M +$457K +962 +30%
JWM
2167
Jackson Wealth Management
Florida
$1.96M -$15.6M -32,808 -89%
FAM
2168
Formidable Asset Management
Ohio
$1.96M -$177K -372 -8%
AGWCA
2169
Annis Gardner Whiting Capital Advisors
Florida
$1.96M
TWM
2170
TMD Wealth Management
Arizona
$1.95M -$112K -235 -5%
ERIC
2171
Eagle Rock Investment Company
Georgia
$1.95M -$38.5K -81 -2%
VLC
2172
Van Leeuwen & Company
New Jersey
$1.95M -$6.92M -14,566 -78%
SHJ
2173
Sharkey, Howes & Javer
Colorado
$1.95M +$1.9K +4 +0.1%
MAWA
2174
Moss Adams Wealth Advisors
Washington
$1.95M -$196K -410 -9%
TCM
2175
Tufton Capital Management
Maryland
$1.94M -$21.9K -46 -1%