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SPDR S&P Retail ETF

141 hedge funds and large institutions have $1.98B invested in SPDR S&P Retail ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+29
Holders Change %
+25.89%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
50
Increased
30
Reduced
38
Closed
21
Calls
$381M
Puts
$1.1B
Net Calls
-$720M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Shares
Change %
UOTTAIMCU
101
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$188K +$188K +2,595 New
SWM
102
Spire Wealth Management
Virginia
$81.6K +$81.6K +1,188 New
SSA
103
Schonfeld Strategic Advisors
New York
$79.6K +$79.6K +1,100 New
NS
104
NBC Securities
Alabama
$78K
DPW
105
DiNuzzo Private Wealth
Pennsylvania
$72.3K +$72.3K +1,000 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$66.9K +$29.1K +403 +77%
Comerica Bank
107
Comerica Bank
Texas
$65.5K
PTC
108
Private Trust Company
Ohio
$58.9K +$58.9K +814 New
VF
109
VitalStone Financial
Texas
$57K +$57K +786 New
GEA
110
Glen Eagle Advisors
New Jersey
$45.6K
TF
111
Tompkins Financial
New York
$43.4K
ACA
112
Aptus Capital Advisors
Alabama
$43.2K -$3.62K -50 -8%
GWANC
113
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.2K -$3.62K -50 -8%
PWMG
114
Private Wealth Management Group
New Jersey
$37K +$37K +511 New
BAM
115
Byrne Asset Management
New Jersey
$36.6K -$37K -600 Closed
MM
116
Main Management
California
$33K
MCM
117
Manchester Capital Management
Vermont
$28.9K
FHA
118
First Horizon Advisors
Tennessee
$22K
AssetMark Inc
119
AssetMark Inc
California
$18.9K
NRG
120
Nemes Rush Group
Michigan
$18.2K +$18.2K +252 New
RAM
121
Riggs Asset Management
Pennsylvania
$17K +$17K +235 New
ASN
122
Advisory Services Network
Georgia
$16.3K +$16.3K +226 New
SA
123
Scarborough Advisors
Maryland
$14.9K +$14.9K +206 New
CFD
124
Creative Financial Designs
Indiana
$11.8K -$50.9K -706 -81%
AW
125
Avion Wealth
Texas
$11K