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 %
FCB
1101
First County Bank
Connecticut
$10.6M +$6.1M +12,831 +135%
EIP
1102
Ellis Investment Partners
Pennsylvania
$10.6M +$972K +2,046 +10%
SWA
1103
SFMG Wealth Advisors
Texas
$10.6M -$253K -533 -2%
MFG
1104
Mainsail Financial Group
Washington
$10.5M +$736K +1,558 +8%
CWC
1105
Carolinas Wealth Consulting
North Carolina
$10.5M -$990K -2,073 -9%
PF
1106
Phoenix Financial
Israel
$10.5M +$5.23M +11,007 +99%
SAG
1107
SageView Advisory Group
California
$10.5M -$1.67M -3,405 -14%
LCM
1108
LVM Capital Management
Michigan
$10.5M +$47.5K +100 +0.5%
OIA
1109
Optimum Investment Advisors
Illinois
$10.4M +$59.4K +125 +0.6%
SCA
1110
Sage Capital Advisors
South Dakota
$10.4M +$1.59M +3,350 +18%
AA
1111
Ancora Advisors
Ohio
$10.4M +$751K +1,581 +8%
CIA
1112
Compass Ion Advisors
Pennsylvania
$10.4M +$87.5K +184 +0.8%
PA
1113
Prism Advisors
California
$10.4M -$203K -428 -2%
RZH
1114
Relyea Zuckerberg Hanson
Connecticut
$10.4M +$267K +561 +3%
NFG
1115
Nations Financial Group
Iowa
$10.4M -$342K -720 -3%
IB
1116
Intrust Bank
Kansas
$10.4M -$9.62M -20,234 -48%
PCFFS
1117
Pacific Center for Financial Services
California
$10.3M +$9.83M +20,672 +1,919%
MA
1118
MONECO Advisors
Connecticut
$10.3M +$442K +929 +4%
FA
1119
Forefront Analytics
Pennsylvania
$10.3M +$47.1K +99 +0.5%
TAM
1120
Todd Asset Management
Kentucky
$10.3M +$10.3M +21,630 New
AA
1121
AlphaMark Advisors
Kentucky
$10.3M -$808K -1,701 -7%
CIA
1122
Capital Investment Advisors
Georgia
$10.3M +$1.52M +3,204 +17%
PWM
1123
Peterson Wealth Management
Nevada
$10.3M -$2.33M -4,902 -18%
MLL
1124
Moody Lynn & Lieberson
Massachusetts
$10.3M +$137K +288 +1%
RBFC
1125
Roman Butler Fullerton & Co
Missouri
$10.2M +$459K +941 +5%