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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 %
MWS
2301
Maxwell Wealth Strategies
California
$1.65M +$1.65M +3,476 New
BAM
2302
Banta Asset Management
California
$1.65M -$55.1K -116 -3%
CCA
2303
Clearwater Capital Advisors
Illinois
$1.64M +$10.9K +23 +0.7%
VVP
2304
Vulcan Value Partners
Alabama
$1.64M +$1.64M +3,472 New
WFAG
2305
Worth Financial Advisory Group
North Carolina
$1.64M +$91.7K +193 +6%
MW
2306
Maia Wealth
Colorado
$1.64M +$1.64M +3,449 New
FPFS
2307
First Personal Financial Services
North Carolina
$1.64M -$35.6K -75 -2%
CANC
2308
Culbertson A N & Co
Virginia
$1.64M -$475 -1 -0%
FA
2309
Fiducient Advisors
Illinois
$1.64M -$9M -18,923 -85%
PWH
2310
Priebe Wealth Holdings
Minnesota
$1.64M +$1.64M +3,442 New
SIAP
2311
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.63M +$18.5K +39 +1%
BCM
2312
BluePath Capital Management
Georgia
$1.63M +$410K +860 +34%
FFA
2313
Farther Finance Advisors
California
$1.62M +$434K +913 +36%
WWM
2314
WJ Wealth Management
Arizona
$1.62M +$97.9K +206 +6%
PTC
2315
Philadelphia Trust Company
Pennsylvania
$1.61M -$9.51K -20 -0.6%
MCWS
2316
McKinley Carter Wealth Services
West Virginia
$1.61M -$94.1K -198 -6%
CIM
2317
Contravisory Investment Management
Massachusetts
$1.61M +$1.51M +3,172 +1,482%
NAMNJ
2318
NorthStar Asset Management (New Jersey)
New Jersey
$1.61M +$1.61M +3,382 New
FFP
2319
FourThought Financial Partners
Florida
$1.61M +$472K +993 +42%
CWM
2320
Cranbrook Wealth Management
Michigan
$1.6M
ELC
2321
Edgar Lomax Company
Virginia
$1.6M +$72.7K +153 +5%
Asset Management One
2322
Asset Management One
Japan
$1.6M -$14M -29,400 -90%
3F
2323
360 Financial
Minnesota
$1.59M +$1.59M +3,351 New
CWM
2324
Centurion Wealth Management
Virginia
$1.59M -$151K -317 -9%
LPT
2325
Legacy Private Trust
Wisconsin
$1.59M -$246K -518 -13%