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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 %
FWM
2226
FMB Wealth Management
California
$1.79M
DSA
2227
Droms Strauss Advisors
Missouri
$1.78M
WG
2228
Welch Group
Alabama
$1.78M +$432K +908 +32%
FMTC
2229
Farmers & Merchants Trust Company
California
$1.78M -$96K -202 -5%
AWM
2230
Alterna Wealth Management
Texas
$1.78M +$166K +350 +10%
DI
2231
Disciplined Investments
Oklahoma
$1.77M -$19K -40 -1%
APS
2232
American Planning Services
Florida
$1.77M -$32.8K -69 -2%
QF
2233
QVT Financial
New York
$1.77M
CPC
2234
Congress Park Capital
New York
$1.77M -$119K -250 -6%
HP
2235
Holistic Planning
Texas
$1.77M +$1.77M +3,726 New
IFA
2236
Index Fund Advisors
California
$1.77M -$431K -907 -20%
SAM
2237
Synergy Asset Management
Washington
$1.77M -$475 -1 -0%
TIA
2238
Traphagen Investment Advisors
New Jersey
$1.77M +$226K +476 +15%
JF
2239
JSF Financial
California
$1.77M +$47.5K +100 +3%
SAM
2240
SP Asset Management
California
$1.76M +$6.66K +14 +0.4%
BCP
2241
Blue Chip Partners
Michigan
$1.76M +$308K +647 +21%
SAG
2242
Spotlight Asset Group
Illinois
$1.76M
BIA
2243
Bell Investment Advisors
California
$1.75M +$14.3K +30 +0.8%
CFA
2244
Capstone Financial Advisors
Illinois
$1.75M -$1.6M -3,371 -48%
LG
2245
LaFleur & Godfrey
Michigan
$1.75M -$760K -1,598 -30%
RFA
2246
Resurgent Financial Advisors
Georgia
$1.75M -$138K -290 -7%
MWAM
2247
Manhattan West Asset Management
California
$1.75M -$77K -162 -4%
BBL
2248
Beck Bode LLC
Massachusetts
$1.75M -$79.4K -167 -4%
SMWM
2249
Silvia McColl Wealth Management
California
$1.75M +$157K +330 +10%
CAM
2250
Claret Asset Management
Quebec, Canada
$1.75M -$229K -482 -12%