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 %
CWS
2176
Confluence Wealth Services
Pennsylvania
$1.94M +$454K +956 +31%
NG
2177
Northstar Group
New York
$1.93M -$21.9K -46 -1%
CSB
2178
City State Bank
Iowa
$1.93M +$104K +218 +6%
WP
2179
WealthPLAN Partners
Nebraska
$1.93M +$117K +247 +6%
KCM
2180
Kornitzer Capital Management
Kansas
$1.93M
DTC
2181
Davidson Trust Company
Washington
$1.92M +$1.62M +3,412 +536%
ISL
2182
Ingalls & Snyder LLC
New York
$1.92M +$261K +550 +16%
CA
2183
Cornerstone Advisory
Maryland
$1.92M -$89.4K -188 -4%
RFA
2184
RTD Financial Advisors
Pennsylvania
$1.91M -$6.18K -13 -0.3%
AWM
2185
Abound Wealth Management
Tennessee
$1.91M +$33.3K +70 +2%
LFA
2186
LGT Financial Advisors
Texas
$1.91M +$6.65K +14 +0.3%
OA
2187
Oxbow Advisors
Texas
$1.91M
SSW
2188
Stone Summit Wealth
Florida
$1.9M +$1.04M +2,192 +121%
CF
2189
Canoe Financial
Alberta, Canada
$1.9M +$1.45M +4,850 +323%
GD
2190
Grandfield & Dodd
New York
$1.9M -$17.1K -36 -0.9%
HL
2191
HeadInvest LLC
Maine
$1.89M -$21.4K -45 -1%
Betterment LLC
2192
Betterment LLC
New York
$1.89M +$422K +888 +29%
NIM
2193
Northeast Investment Management
Massachusetts
$1.89M +$23.8K +50 +1%
ACA
2194
American Capital Advisory
Idaho
$1.89M +$1.89M +3,966 New
JWM
2195
JFG Wealth Management
Colorado
$1.89M +$101K +213 +6%
AWM
2196
Arista Wealth Management
Nevada
$1.88M
PBK
2197
Peoples Bank (Kansas)
Kansas
$1.88M
SWM
2198
Sculati Wealth Management
Michigan
$1.88M +$15.2K +32 +0.8%
IWN
2199
Independent Wealth Network
Iowa
$1.88M +$97.9K +206 +6%
TH
2200
Team Hewins
California
$1.88M -$83.8M -175,597 -98%