SPY icon

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 %
CWA
2476
Core Wealth Advisors
Florida
$1.24M
MI
2477
Moneywise Inc
Virginia
$1.24M +$929K +1,954 +298%
CB
2478
CNB Bank
Pennsylvania
$1.24M -$9.03K -19 -0.7%
WWM
2479
Westwood Wealth Management
California
$1.24M -$23.8K -50 -2%
RMC
2480
Resources Management Corp
Connecticut
$1.24M -$6.65K -14 -0.5%
DSN
2481
D. Scott Neal
Kentucky
$1.24M +$547K +1,148 +79%
BG
2482
Bellevue Group
Switzerland
$1.24M
SCA
2483
Sassicaia Capital Advisers
New York
$1.24M +$1.24M +2,600 New
WC
2484
Wexford Capital
Florida
$1.23M +$1.23M +2,596 New
SGK
2485
Steigerwald Gordon & Koch
Virginia
$1.23M +$10.9K +23 +0.9%
PAIM
2486
Punch & Associates Investment Management
Minnesota
$1.23M -$452K -952 -27%
TCPG
2487
Trivant Custom Portfolio Group
California
$1.23M +$1.23M +2,591 New
BCM
2488
Bourgeon Capital Management
Connecticut
$1.23M -$52.3K -110 -4%
SAMC
2489
Spectrum Asset Management (California)
California
$1.23M -$16.7K -35 -1%
CWA
2490
Consilium Wealth Advisory
Texas
$1.23M +$261K +548 +27%
BFAG
2491
Blackston Financial Advisory Group
Florida
$1.23M -$89.8K -189 -7%
SW
2492
SMART Wealth
Nebraska
$1.23M -$65.6K -138 -5%
MPW
2493
Monterey Private Wealth
California
$1.22M -$25.7K -54 -2%
NCM
2494
Next Capital Management
New York
$1.22M +$15.2K +32 +1%
SAA
2495
Southeast Asset Advisors
Georgia
$1.21M +$475 +1 +0%
CWA
2496
Consilio Wealth Advisors
Washington
$1.21M +$61.8K +130 +5%
GWA
2497
GGM Wealth Advisors
Maryland
$1.21M +$1.46K +3 +0.1%
CIP
2498
Cornerstone Investment Partners
Georgia
$1.21M +$1.21M +2,546 New
CIC
2499
Chilton Investment Company
Connecticut
$1.21M +$624K +1,312 +107%
OC
2500
Oarsman Capital
Wisconsin
$1.21M +$34.7K +73 +3%