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 %
PCP
676
Proficio Capital Partners
Massachusetts
$25.1M -$1.85M -3,886 -7%
MSCM
677
McElhenny Sheffield Capital Management
Texas
$25M -$881K -1,870 -3%
KFC
678
Klingenstein Fields & Co
New York
$24.8M -$235K -495 -0.9%
ACA
679
Aptus Capital Advisors
Alabama
$24.7M +$1.7M +3,586 +7%
CWMU
680
Caliber Wealth Management (Utah)
Utah
$24.7M +$215K +452 +0.9%
BBWP
681
Beacon Bridge Wealth Partners
Pennsylvania
$24.6M -$1.34M -2,819 -5%
EC
682
Estate Counselors
Wisconsin
$24.5M +$18M +37,925 +277%
CWM
683
Calamos Wealth Management
Illinois
$24.5M -$1.32M -2,770 -5%
NAM
684
NorthCrest Asset Manangement
Minnesota
$24.3M +$2.53M +5,316 +12%
SL
685
Salomon & Ludwin
Virginia
$24.3M
AWM
686
Apollon Wealth Management
South Carolina
$24.2M +$2.27M +4,779 +10%
SIM
687
Seaview Investment Managers
Florida
$24.2M +$5.67M +11,933 +31%
FCA
688
Fortis Capital Advisors
Kansas
$24.2M +$319K +671 +1%
AMCA
689
Arthur M. Cohen & Associates
Illinois
$24M -$688K -1,448 -3%
CFO
690
Callan Family Office
Pennsylvania
$23.9M -$2.97M -6,256 -11%
CWP
691
Capital Wealth Planning
Florida
$23.8M -$473K -995 -2%
GEA
692
Glen Eagle Advisors
New Jersey
$23.8M +$919K +1,933 +4%
CM
693
Crestline Management
Texas
$23.8M +$23.8M +50,000 New
BJL
694
Brighton Jones LLC
Washington
$23.8M +$1.21M +2,538 +5%
PA
695
Procyon Advisors
Connecticut
$23.7M +$7.07M +14,866 +42%
APC
696
Aspire Private Capital
North Carolina
$23.7M -$873K -1,836 -4%
SWA
697
Stratos Wealth Advisors
Ohio
$23.7M -$3.54M -7,438 -13%
AFS
698
Aft Forsyth & Sober
Florida
$23.6M +$240K +505 +1%
VCA
699
Verdence Capital Advisors
Maryland
$23.6M +$37.5K +79 +0.2%
FM
700
Family Management
New York
$23.5M -$318K -668 -1%