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 %
HCM
651
Howland Capital Management
Massachusetts
$26.8M -$391K -820 -1%
DWMG
652
DB Wealth Management Group
California
$26.7M +$24M +50,552 +896%
ACL
653
Azora Capital LP
Florida
$26.7M +$26.7M +56,140 New
VCM
654
Verger Capital Management
North Carolina
$26.7M +$20M +42,032 +298%
CSPIA
655
Cary Street Partners Investment Advisory
Virginia
$26.7M +$2.09M +4,394 +8%
TA
656
TrueWealth Advisors
Alabama
$26.7M +$693K +1,459 +3%
AWA
657
Arkadios Wealth Advisors
Georgia
$26.7M +$2.05M +4,310 +8%
BSWA
658
Bromfield Sneider Wealth Advisors
Massachusetts
$26.6M -$258K -542 -1%
GFL
659
Granite FO LLC
New Hampshire
$26.4M +$551K +1,159 +2%
TC
660
TownSquare Capital
Utah
$26.2M +$2.77M +5,835 +12%
MIS
661
Morningstar Investment Services
Illinois
$26.2M +$26.2M +54,917 New
CPA
662
Cardiff Park Advisors
California
$26.2M -$64.6K -136 -0.2%
CG
663
Cutler Group
California
$26.2M +$16.2M +34,157 +163%
GCM
664
Granby Capital Management
Florida
$26.1M +$238K +500 +0.9%
BWM
665
BigSur Wealth Management
Florida
$26.1M -$3.15M -6,600 -11%
KPWS
666
Kestra Private Wealth Services
Texas
$26M +$3M +6,318 +13%
FTS
667
Fifth Third Securities
Ohio
$26M -$227K -475 -0.9%
MOS
668
MGO One Seven
Ohio
$26M +$3.47M +7,293 +15%
OIA
669
OneDigital Investment Advisors
Kansas
$25.9M -$1.84M -3,875 -7%
TTWM
670
TCV Trust & Wealth Management
Virginia
$25.6M +$213K +449 +0.8%
CA
671
Claro Advisors
Massachusetts
$25.5M +$1.19M +2,498 +5%
KWMG
672
King Wealth Management Group
Florida
$25.5M +$577K +1,214 +2%
TNBTD
673
Trustmark National Bank Trust Department
Mississippi
$25.5M -$206K -434 -0.8%
CCM
674
Condor Capital Management
New Jersey
$25.3M -$1.28M -2,701 -5%
IIA
675
IPG Investment Advisors
California
$25.2M -$5.84M -12,229 -19%