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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 %
PWM
2401
Proathlete Wealth Management
Florida
$1.41M +$1.41M +2,964 New
CBNLCF
2402
Cognios Beta Neutral Large Cap Fund
Kansas
$1.41M
MCM
2403
Mattern Capital Management
Colorado
$1.4M
SCM
2404
Smead Capital Management
Arizona
$1.4M +$1.4M +2,944 New
HWM
2405
Hemington Wealth Management
Virginia
$1.4M -$292K -614 -17%
FA
2406
Fermata Advisors
California
$1.4M -$32.8K -69 -2%
LWIC
2407
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.39M -$33.3K -70 -2%
LK
2408
Lumbard & Kellner
New Hampshire
$1.39M
TSWM
2409
Triangle Securities Wealth Management
North Carolina
$1.39M +$8.08K +17 +0.6%
KA
2410
Kooman & Associates
Pennsylvania
$1.39M +$1.39M +2,927 New
WHCI
2411
W.H. Cornerstone Investments
Massachusetts
$1.39M +$4.76K +10 +0.3%
RFO
2412
RiverGlades Family Offices
Florida
$1.39M -$9.52K -19 -0.7%
HFS
2413
Heritage Financial Services
Massachusetts
$1.39M +$286K +601 +26%
LWMI
2414
Landmark Wealth Management (Illinois)
Illinois
$1.39M +$1.39M +2,917 New
PFG
2415
Prosperity Financial Group
California
$1.38M -$4.75K -10 -0.3%
VBFP
2416
Valtinson Bruner Financial Planning
Minnesota
$1.38M +$66.5K +140 +5%
WIC
2417
WealthBridge Investment Counsel
Alberta, Canada
$1.38M -$38K -80 -3%
LWP
2418
Laurel Wealth Planning
Minnesota
$1.37M -$1.28M -2,688 -48%
MLIC
2419
Mandatum Life Insurance Company
Finland
$1.37M
AP
2420
Advisors Preferred
Maryland
$1.37M +$1.04M +2,201 +314%
PA
2421
Parkside Advisors
California
$1.37M +$155K +325 +13%
UIA
2422
Ulland Investment Advisors
Minnesota
$1.37M +$64.2K +135 +5%
FFG
2423
Frisch Financial Group
New York
$1.37M +$779K +1,639 +133%
RFA
2424
Register Financial Advisors
Georgia
$1.36M +$14.3K +30 +1%
BWM
2425
BlackDiamond Wealth Management
New York
$1.36M -$16.7K -34 -1%