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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 %
WCG
2251
Weaver Consulting Group
California
$1.74M -$13.3K -28 -0.8%
FWP
2252
Falcon Wealth Planning
California
$1.74M +$296K +622 +21%
WC
2253
Wynn Capital
Georgia
$1.74M +$1.74M +3,656 New
WPW
2254
Watershed Private Wealth
Illinois
$1.73M +$114K +239 +7%
SCA
2255
Stonebridge Capital Advisors
Minnesota
$1.73M +$400K +842 +30%
TLP
2256
Trinity Legacy Partners
Texas
$1.72M +$191K +401 +12%
LIG
2257
Lokken Investment Group
Delaware
$1.72M +$40.9K +86 +2%
IIA
2258
ICW Investment Advisors
Arizona
$1.72M +$938K +1,974 +120%
PIWA
2259
Prevail Innovative Wealth Advisors
Kansas
$1.72M +$12.8K +27 +0.8%
WKSWA
2260
White Knight Strategic Wealth Advisors
New Jersey
$1.71M +$50.9K +107 +3%
BWM
2261
BCS Wealth Management
Tennessee
$1.71M -$8.08K -17 -0.5%
CCM
2262
Canal Capital Management
Virginia
$1.71M -$34.2K -72 -2%
HWM
2263
HFG Wealth Management
Texas
$1.71M +$1.71M +3,600 New
SL
2264
Sentry LLC
Tennessee
$1.71M
JPMIA
2265
J.P. Marvel Investment Advisors
Massachusetts
$1.71M
RWA
2266
Redmont Wealth Advisors
Illinois
$1.71M +$1.71M +3,589 New
FPB
2267
First PREMIER Bank
South Dakota
$1.71M -$552K -1,161 -24%
SIP
2268
Stoneridge Investment Partners
Pennsylvania
$1.71M +$9.03K +19 +0.5%
OAM
2269
Oberweis Asset Management
Illinois
$1.71M -$4.28K -9 -0.3%
SF
2270
Safeguard Financial
Wisconsin
$1.7M -$389K -819 -19%
DWA
2271
Dorsey Wright & Associates
California
$1.7M +$1.7M +3,583 New
FWI
2272
Facet Wealth Inc
Maryland
$1.7M -$378K -766 -18%
EAM
2273
Eschler Asset Management
United Kingdom
$1.7M +$526K +1,188 +45%
GP
2274
Geneva Partners
Wisconsin
$1.7M -$279K -587 -14%
AWA
2275
Arbor Wealth Advisors
Michigan
$1.69M +$1.69M +3,558 New