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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 %
TWG
2326
The Wealth Group
Minnesota
$1.58M +$1.58M +3,207 New
FAM
2327
Family Asset Management
South Carolina
$1.58M -$9.51K -20 -0.6%
KBFS
2328
Kohmann Bosshard Financial Services
Ohio
$1.58M +$48.5K +102 +3%
HA
2329
HC Advisors
Georgia
$1.58M -$12.4K -26 -0.8%
IAS
2330
Investment Advisory Services
Texas
$1.57M -$36.1K -76 -2%
TFM
2331
TFC Financial Management
Massachusetts
$1.57M -$23.3K -49 -1%
HFF
2332
Halter Ferguson Financial
Indiana
$1.57M +$1.57M +3,304 New
WA
2333
Wambolt & Associates
Colorado
$1.57M -$125K -263 -7%
MIM
2334
Macroview Investment Management
Maryland
$1.57M +$405K +852 +35%
SAM
2335
SignalPoint Asset Management
Missouri
$1.56M -$9.98K -21 -0.6%
GSB
2336
Greenfield Savings Bank
Massachusetts
$1.56M +$36.6K +77 +2%
WFS
2337
Widmann Financial Services
Maryland
$1.56M +$34.2K +72 +2%
HPA
2338
High Probability Advisors
New York
$1.56M -$18.1K -38 -1%
TAM
2339
Trillium Asset Management
Massachusetts
$1.56M -$99.4K -209 -6%
CIAS
2340
CFS Investment Advisory Services
New Jersey
$1.56M -$19K -40 -1%
AI
2341
Auour Investments
Massachusetts
$1.55M +$2.91K +6 +0.2%
GFA
2342
Gallagher Fiduciary Advisors
Illinois
$1.55M +$299K +629 +24%
CCM
2343
Chickasaw Capital Management
Tennessee
$1.55M +$435K +915 +39%
LWA
2344
Lantern Wealth Advisors
New York
$1.55M +$1.55M +3,254 New
JCM
2345
Janney Capital Management
Pennsylvania
$1.55M
YAVAPFMC
2346
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.54M -$12M -25,244 -89%
TGAM
2347
TBH Global Asset Management
Tennessee
$1.54M -$107K -225 -7%
BOM
2348
Bank of Marin
California
$1.53M +$18.1K +38 +1%
RC
2349
Randolph Company
Ohio
$1.53M
CCG
2350
Catalina Capital Group
California
$1.53M +$1.53M +3,216 New