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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 %
FFG
2276
Fortem Financial Group
California
$1.69M +$640K +1,346 +61%
TFA
2277
Teamwork Financial Advisors
Texas
$1.69M -$774K -1,628 -31%
FCFC
2278
First Commonwealth Financial Corp
Pennsylvania
$1.69M +$951 +2 +0.1%
EWP
2279
Engrave Wealth Partners
Texas
$1.69M +$540K +1,136 +47%
RIG
2280
Renaissance Investment Group
Massachusetts
$1.68M +$21.4K +45 +1%
CL
2281
COWA LLC
Oklahoma
$1.68M -$19K -40 -1%
AP
2282
Atwood & Palmer
Missouri
$1.68M +$37.5K +79 +2%
SAM
2283
Summit Asset Management
Tennessee
$1.68M -$59.4K -125 -3%
PC
2284
Permanens Capital
New York
$1.67M +$12.4K +26 +0.7%
PP
2285
PDS Planning
Ohio
$1.67M +$421K +886 +34%
MYIA
2286
Mount Yale Investment Advisors
Colorado
$1.67M +$220K +462 +15%
VDI
2287
Vaughan David Investments
Illinois
$1.67M -$198K -417 -11%
TWM
2288
Tradition Wealth Management
Minnesota
$1.67M +$30.4K +64 +2%
CTWM
2289
Cherry Tree Wealth Management
Minnesota
$1.67M
AG
2290
Ascent Group
Virginia
$1.67M +$103K +205 +7%
APIM
2291
Agate Pass Investment Management
Washington
$1.67M -$35.6K -75 -2%
FIM
2292
Fernwood Investment Management
Massachusetts
$1.67M +$312 +37 +0%
ECM
2293
Exchange Capital Management
Michigan
$1.67M -$139K -293 -8%
MWM
2294
Merriman Wealth Management
Washington
$1.67M +$1.43K +3 +0.1%
AP
2295
Arlington Partners
Alabama
$1.66M -$580K -1,220 -26%
WPP
2296
Whalerock Point Partners
Rhode Island
$1.66M +$10.5K +22 +0.6%
OFS
2297
OneAscent Financial Services
Alabama
$1.66M -$1.02M -2,153 -38%
FFO
2298
Fiduciary Family Office
Florida
$1.66M +$1.66M +3,485 New
WWP
2299
Walden Wealth Partners
Ohio
$1.65M +$1.65M +3,481 New
RWI
2300
Red Wave Investments
Pennsylvania
$1.65M +$48.5K +102 +3%