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 %
KNW
951
Kesler Norman & Wride
Utah
$13.7M +$5.14M +10,822 +60%
Edgewood Management
952
Edgewood Management
Connecticut
$13.7M -$10.4M -21,947 -43%
LPAM
953
Lodestar Private Asset Management
California
$13.7M -$55.6K -117 -0.4%
PA
954
PFG Advisors
Arizona
$13.7M +$1.19M +2,512 +10%
SAS
955
Stelac Advisory Services
New York
$13.7M -$487K -1,022 -3%
PSP
956
Principal Street Partners
Tennessee
$13.7M -$13.6M -28,637 -50%
LT
957
Legacy Trust
Michigan
$13.6M -$226K -476 -2%
MAM
958
Milestone Asset Management
Pennsylvania
$13.6M -$10.6M -22,370 -44%
FWA
959
FSC Wealth Advisors
New York
$13.6M +$6.18M +12,997 +84%
TA
960
TKG Advisors
Indiana
$13.6M +$587K +1,236 +5%
GIM
961
Goelzer Investment Management
Indiana
$13.5M -$1.16M -2,436 -8%
TWP
962
Tyche Wealth Partners
Texas
$13.5M +$13.5M +28,403 New
AIS
963
American Investment Services
Massachusetts
$13.4M +$40.4K +85 +0.3%
AIM
964
Aspen Investment Management
Michigan
$13.4M +$593K +1,248 +5%
GC
965
Gillson Capital
Illinois
$13.4M +$1.51M +3,171 +13%
TAM
966
Tocqueville Asset Management
New York
$13.4M -$526K -1,106 -4%
CHJWM
967
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.3M +$422K +870 +3%
AA
968
Apriem Advisors
California
$13.3M -$2.85K -6 -0%
PG
969
Prostatis Group
Maryland
$13.3M -$5.59M -11,756 -30%
AP
970
Americana Partners
Texas
$13.3M +$141K +297 +1%
PIM
971
Penobscot Investment Management
Massachusetts
$13.3M +$928K +1,953 +7%
NRC
972
New Republic Capital
North Carolina
$13.3M -$1.08M -2,263 -8%
TIM
973
Tortoise Investment Management
New York
$13.3M -$307K -645 -2%
FPGK
974
Financial Partners Group (Kansas)
Kansas
$13.2M +$1.6M +3,371 +14%
SCTC
975
Sanibel Captiva Trust Company
Florida
$13.2M +$13.2M +27,777 New