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 %
GA
1676
GSG Advisors
New Jersey
$4.05M +$214K +456 +6%
JWS
1677
Juncture Wealth Strategies
Arizona
$4.04M +$226K +476 +6%
AC
1678
Apella Capital
Connecticut
$4.04M +$241K +515 +6%
BSA
1679
Braun Stacey Associates
New York
$4.02M +$122K +256 +3%
MPA
1680
Marvin & Palmer Associates
Delaware
$4.02M +$4.02M +8,460 New
MP
1681
McDonald Partners
Ohio
$4.01M +$40.4K +85 +1%
TVWM
1682
Tower View Wealth Management
Wisconsin
$4M +$14.3K +30 +0.4%
HPIA
1683
Hamilton Point Investment Advisors
North Carolina
$3.99M
NG
1684
NWK Group
California
$3.97M -$60.8K -128 -2%
CCM
1685
Compass Capital Management
Minnesota
$3.96M +$3.45M +7,252 +673%
EWA
1686
EverSource Wealth Advisors
Alabama
$3.96M -$45.6K -96 -1%
WAM
1687
Weinberger Asset Management
California
$3.95M -$66.1K -139 -2%
BGCP
1688
Bristol Gate Capital Partners
Ontario, Canada
$3.95M +$3.95M +8,315 New
HWM
1689
Hohimer Wealth Management
Washington
$3.92M -$652K -1,371 -14%
CJ
1690
Caitlin John
Michigan
$3.92M +$3.92M +8,207 New
AWM
1691
Accurate Wealth Management
Florida
$3.91M -$78.6K -165 -2%
SL
1692
Savior LLC
Massachusetts
$3.91M +$3.79M +7,968 +3,076%
OCM
1693
Oribel Capital Management
New York
$3.9M +$404K +850 +12%
TA
1694
TruWealth Advisors
Louisiana
$3.9M -$14.7K -31 -0.4%
DWP
1695
Destiny Wealth Partners
Florida
$3.88M -$36K -77 -0.9%
M
1696
MetLife
New York
$3.88M -$115K -241 -3%
GFG
1697
Goldstone Financial Group
Illinois
$3.88M -$805K -1,694 -17%
LWM
1698
LJI Wealth Management
Indiana
$3.88M +$510K +1,072 +15%
LFA
1699
Laraway Financial Advisors
Minnesota
$3.88M +$93.6K +197 +2%
AHL
1700
Abel Hall LLC
Louisiana
$3.87M +$3.87M +8,148 New