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 %
SCM
501
SCS Capital Management
Massachusetts
$42.8M +$403K +844 +0.9%
OWM
502
Olympus Wealth Management
Utah
$42.5M -$94.6K -199 -0.2%
TFA
503
Trinity Financial Advisors
Ohio
$42.4M -$1.29M -2,721 -3%
HPC
504
HM Payson & Co
Maine
$42.3M -$132K -277 -0.3%
MBTD
505
Mechanics Bank - Trust Department
California
$42M -$1.07M -2,244 -2%
SWM
506
Spire Wealth Management
Virginia
$42M -$3.45M -7,143 -8%
SW
507
SteelPeak Wealth
California
$41.9M +$640K +1,346 +2%
DADC
508
D.A. Davidson & Co
Montana
$41.7M -$2.28M -4,802 -5%
OAM
509
Oppenheimer Asset Management
New York
$41.7M +$14M +29,416 +50%
NHC
510
Nicholas Hoffman & Company
Georgia
$41.7M -$28K -59 -0.1%
RWP
511
RWA Wealth Partners
Massachusetts
$41.6M +$7.5M +15,779 +22%
RG
512
Rathbones Group
United Kingdom
$41.6M -$4.17M -8,771 -9%
APW
513
Atlantic Private Wealth
North Carolina
$41.5M -$550K -1,157 -1%
EP
514
Edgestream Partners
New Jersey
$41.4M -$17.7M -37,295 -30%
ATFA
515
All Terrain Financial Advisors
Minnesota
$41.4M +$2.07M +4,360 +5%
SMFG
516
Sumitomo Mitsui Financial Group
Japan
$41.4M -$2.49M -5,246 -6%
BHB
517
Bank Hapoalim BM
Israel
$41.3M +$33.2M +186,300 +408%
EFG
518
Embree Financial Group
Illinois
$41.2M +$41.2M +86,756 New
BPCE
519
Bank Pictet & Cie (Europe)
Germany
$41.2M +$20.3M +42,793 +98%
FSA
520
Financial Services Advisory
Maryland
$40.8M +$24M +50,576 +143%
CPIG
521
Chicago Partners Investment Group
Illinois
$40.4M +$215K +442 +0.5%
Focus Partners Wealth
522
Focus Partners Wealth
Massachusetts
$40.2M +$40.2M +84,647 New
SC
523
Soundwatch Capital
Connecticut
$40M -$186M -429,113 -82%
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$39.8M -$3.45M -7,258 -8%
MFG
525
Merit Financial Group
Georgia
$39.8M -$1.86M -3,918 -4%