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 %
LWMM
451
Legacy Wealth Management (Mississippi)
Mississippi
$50.2M -$234K -492 -0.5%
GW
452
GW & Wade
Massachusetts
$50.1M -$866K -1,821 -2%
GIA
453
Gladstone Institutional Advisory
Florida
$50.1M +$5.08M +10,696 +11%
AIM
454
Allen Investment Management
New York
$49.8M +$520K +1,093 +1%
CIS
455
Connors Investor Services
Pennsylvania
$49.8M -$438K -922 -0.9%
OAC
456
OMERS Administration Corp
Ontario, Canada
$49.5M -$1.43M -3,000 -3%
DJFS
457
Dean Jacobson Financial Services
Texas
$49.4M +$1.12M +2,360 +2%
GEM
458
Global Endowment Management
North Carolina
$49.3M -$20.6M -43,240 -29%
ASN
459
Advisory Services Network
Georgia
$49.2M +$8.66M +18,220 +21%
BCM
460
Becker Capital Management
Oregon
$48.7M +$656K +1,375 +1%
SAMT
461
Select Asset Management & Trust
Pennsylvania
$48.3M -$5.22M -10,302 -10%
CPP
462
Capasso Planning Partners
South Carolina
$48.2M +$4.67M +9,818 +11%
RFC
463
Regions Financial Corp
Alabama
$48.1M -$134K -282 -0.3%
HTC
464
Haverford Trust Company
Pennsylvania
$47.8M -$18.5M -38,993 -28%
CL
465
Choreo LLC
Illinois
$47.7M +$10.4M +21,836 +28%
WPW
466
Waldron Private Wealth
Pennsylvania
$47.7M -$7.47M -15,713 -14%
JWCA
467
J.W. Cole Advisors
Florida
$47.6M +$1.88M +3,945 +4%
TA
468
TRB Advisors
New York
$47.5M +$47.5M +100,000 New
FIM
469
Freedom Investment Management
Connecticut
$47.1M +$10.2M +21,560 +28%
AI
470
AdvisorShares Investments
Maryland
$46.8M -$381K -802 -0.8%
GT
471
Greenleaf Trust
Michigan
$46.7M +$3.24M +6,810 +7%
MPPLM
472
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$46.3M -$2.98M -6,274 -6%
NAM
473
NTV Asset Management
West Virginia
$46.3M -$62.3K -131 -0.1%
SB
474
Simmons Bank
Arkansas
$46.1M +$31.4K +66 +0.1%
WCAMG
475
Woodard & Company Asset Management Group
North Carolina
$45.8M +$3.66M +7,696 +9%