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 %
SA
2726
Stewardship Advisors
Pennsylvania
$877K +$423K +889 +93%
BCM
2727
Beck Capital Management
Texas
$877K +$877K +1,845 New
WQ
2728
Wealth Quarterback
New Jersey
$876K +$34.2K +72 +4%
SXL
2729
Summit X LLC
Missouri
$875K -$123K -258 -12%
ACM
2730
Ategra Capital Management
Virginia
$874K +$164K +345 +23%
WBCM
2731
Wilson & Boucher Capital Management
California
$871K
SRL
2732
Scientech Research LLC
New Jersey
$870K +$870K +1,830 New
NPA
2733
Nichols & Pratt Advisers
Massachusetts
$868K -$47.5K -100 -5%
VIM
2734
Vista Investment Management
Pennsylvania
$868K -$475 -1 -0.1%
SAM
2735
Secure Asset Management
Michigan
$866K +$38K +80 +5%
CPA
2736
Capital Performance Advisors
California
$864K +$355K +747 +70%
AssetMark Inc
2737
AssetMark Inc
California
$860K -$6.18K -13 -0.7%
PVM
2738
Palogic Value Management
Texas
$859K
FPGT
2739
Financial Partners Group (Tennessee)
Tennessee
$859K +$2.85K +6 +0.3%
BMC
2740
Beaton Management Company
Massachusetts
$857K -$4.75K -10 -0.6%
HIA
2741
HTG Investment Advisors
Connecticut
$857K
EC
2742
Elequin Capital
New York
$856K -$1.09M -2,284 -56%
SFA
2743
Souders Financial Advisors
Ohio
$856K +$159K +335 +23%
RTL
2744
Red Tortoise LLC
Georgia
$855K +$2.38K +5 +0.3%
TF
2745
Theory Financial
Colorado
$853K -$418K -880 -33%
AI
2746
Arvest Investments
Arkansas
$850K +$850K +1,789 New
MWM
2747
Mosley Wealth Management
California
$849K +$849K +1,787 New
JE
2748
JMAC Enterprises
Pennsylvania
$849K -$29.5K -62 -3%
SCM
2749
Steele Capital Management
Iowa
$847K +$847K +1,782 New
EFG
2750
Ethos Financial Group
Pennsylvania
$843K +$493K +1,034 +141%