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 %
FCA
2426
FinTrust Capital Advisors
South Carolina
$1.36M -$1.15M -2,425 -46%
BHIA
2427
Birch Hill Investment Advisors
Massachusetts
$1.36M -$114K -240 -8%
LCM
2428
Liberty Capital Management
Michigan
$1.35M -$56.6K -119 -4%
WFA
2429
WMG Financial Advisors
Tennessee
$1.35M +$91.7K +193 +7%
AEPWM
2430
Atlantic Edge Private Wealth Management
Florida
$1.35M +$1.35M +2,839 New
WF
2431
WoodTrust Financial
Wisconsin
$1.35M +$832K +1,751 +161%
REMPR
2432
Roof Eidam Maycock Peralta (REMP)
California
$1.35M +$79.9K +168 +6%
LF
2433
Lantz Financial
Illinois
$1.34M +$4.75K +10 +0.4%
PAS
2434
Professional Advisory Services
Florida
$1.34M -$13.8K -29 -1%
MSR
2435
Main Street Research
Connecticut
$1.34M +$526K +1,102 +65%
AWG
2436
Altus Wealth Group
Colorado
$1.34M +$733K +1,542 +122%
SAM
2437
Smartleaf Asset Management
Massachusetts
$1.33M +$1.33M +3,067 New
OPA
2438
Old Port Advisors
Maine
$1.33M -$17.6K -37 -1%
GA
2439
Gordian Advisors
Arizona
$1.32M +$1.32M +2,780 New
CFGA
2440
Cambridge Financial Group (Arizona)
Arizona
$1.32M +$1.32M +2,778 New
NFP
2441
Narus Financial Partners
Utah
$1.32M +$19K +40 +1%
DIA
2442
Dana Investment Advisors
Wisconsin
$1.31M -$29K -61 -2%
LCM
2443
Lazari Capital Management
California
$1.31M -$27.1K -57 -2%
SCA
2444
STALEY CAPITAL ADVISERS
Pennsylvania
$1.31M -$68.9K -145 -5%
RDWM
2445
Red Door Wealth Management
Tennessee
$1.31M +$82.7K +174 +7%
DFG
2446
Delta Financial Group
New Jersey
$1.3M +$110K +231 +9%
CIM
2447
Corda Investment Management
Texas
$1.3M -$271K -570 -17%
SFP
2448
Sterling Financial Planning
New Jersey
$1.3M -$950 -2 -0.1%
HKAM
2449
Horizon Kinetics Asset Management
New York
$1.3M -$16.2K -34 -1%
WIA
2450
Westbourne Investment Advisors
Maryland
$1.3M -$41.8K -88 -3%