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 %
MWP
3401
Meridian Wealth Partners
Pennsylvania
$280K -$111K -234 -28%
PWM
3402
Provident Wealth Management
Tennessee
$279K -$2.38K -5 -0.8%
NFA
3403
Northwest Financial Advisors
Virginia
$279K +$279K +586 New
MWM
3404
Maltin Wealth Management
New Jersey
$278K -$7.6K -16 -3%
TPCM
3405
Two Point Capital Management
New York
$277K -$2.38K -5 -0.8%
CA
3406
Crumly & Associates
Illinois
$277K
FSA
3407
Financial Sense Advisors
California
$276K +$38K +80 +16%
MC
3408
Matisse Capital
Oregon
$275K +$31.9K +67 +13%
RFN
3409
RDA Financial Network
Iowa
$275K +$475 +1 +0.2%
SWM
3410
Salvus Wealth Management
New Jersey
$273K
GCP
3411
Gill Capital Partners
Colorado
$273K -$138K -290 -34%
RW
3412
RVW Wealth
California
$273K -$36.1K -76 -12%
ASW
3413
Astoria Strategic Wealth
Texas
$273K
WFS
3414
Walker Financial Services
Kentucky
$273K +$273K +575 New
AIM
3415
Arcadia Investment Management
Michigan
$273K -$46.6K -98 -15%
BA
3416
Baugh & Associates
Georgia
$272K +$3.8K +8 +1%
BWG
3417
Berry Wealth Group
Texas
$272K +$272K +573 New
BSWM
3418
Boston Standard Wealth Management
Massachusetts
$272K
FCAM
3419
First Citizens Asset Management
North Carolina
$271K -$4.28K -9 -2%
CCMINC
3420
Cardinal Capital Management Inc (North Carolina)
North Carolina
$271K +$954 +2 +0.4%
NF
3421
Norwood Financial
Pennsylvania
$271K -$89.8K -189 -25%
PH
3422
Pinnacle Holdings
Oklahoma
$270K +$270K +567 New
LFA
3423
Lauterbach Financial Advisors
Texas
$269K +$2.85K +6 +1%
OBGC
3424
O'Brien Greene & Co
Pennsylvania
$268K
LW
3425
Lauer Wealth
Indiana
$267K +$267K +553 New