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On this page, we present all of the funds holding SPXX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPXX, with a link to that fund's top holdings. The next columns
indicate the amount of SPXX stock held by each of the funds holding SPXX, followed by the SPXX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 53 funds holding SPXX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN
(or by any of the other funds holding SPXX), click the fund name in the "Holder" column of the funds-holding-SPXX table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 604,074 | $9,085 | 12/31/2023 | SPXX | 604,074 | $9,085 | 12/31/2023 | UBS Group AG | 419,575 | $6,310 | 12/31/2023 | SPXX | 419,575 | $6,310 | 12/31/2023 | Howard Wealth Management LLC | 274,354 | $4,126 | 12/31/2023 | SPXX | 274,354 | $4,126 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 269,414 | $4,052 | 12/31/2023 | SPXX | 269,414 | $4,052 | 12/31/2023 | Invesco Ltd. | 245,033 | $3,685 | 12/31/2023 | SPXX | 245,033 | $3,685 | 12/31/2023 | Guggenheim Capital LLC | 240,520 | $3,617 | 12/31/2023 | SPXX | 240,520 | $3,617 | 12/31/2023 | Atria Wealth Solutions Inc. | 220,685 | $3,319 | 12/31/2023 | SPXX | 220,685 | $3,319 | 12/31/2023 | Morgan Stanley | 219,466 | $3,301 | 12/31/2023 | SPXX | 219,466 | $3,301 | 12/31/2023 | Cornerstone Advisors LLC | 218,333 | $3,284 | 12/31/2023 | SPXX | 218,333 | $3,284 | 12/31/2023 | Shaker Financial Services LLC | 186,657 | $2,807 | 12/31/2023 | SPXX | 186,657 | $2,807 | 12/31/2023 | LPL Financial LLC | 137,181 | $2,063 | 12/31/2023 | SPXX | 137,181 | $2,063 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 134,870 | $2,028 | 12/31/2023 | SPXX | 134,870 | $2,028 | 12/31/2023 | Advisors Asset Management Inc. | 107,345 | $1,614 | 12/31/2023 | SPXX | 107,345 | $1,614 | 12/31/2023 | Bank of America Corp DE | 86,019 | $1,294 | 12/31/2023 | SPXX | 86,019 | $1,294 | 12/31/2023 | Royal Bank of Canada | 73,497 | $1,105 | 12/31/2023 | SPXX | 73,497 | $1,105 | 12/31/2023 | Landscape Capital Management L.L.C. | 61,752 | $929 | 12/31/2023 | SPXX | 61,752 | $929 | 12/31/2023 | DAVENPORT & Co LLC | 61,554 | $926 | 12/31/2023 | SPXX | 61,554 | $926 | 12/31/2023 | Wolverine Asset Management LLC | 52,325 | $787 | 12/31/2023 | SPXX | 52,325 | $787 | 12/31/2023 | Shulman DeMeo Asset Management LLC | 47,214 | $740 | 03/31/2024 | SPXX | 47,214 | $740 | 03/31/2024 | Advisor Group Holdings Inc. | 48,082 | $723 | 12/31/2023 | SPXX | 48,082 | $723 | 12/31/2023 | Tyche Wealth Partners LLC | 44,599 | $671 | 12/31/2023 | SPXX | 44,599 | $671 | 12/31/2023 | Ameriprise Financial Inc. | 37,533 | $564 | 12/31/2023 | SPXX | 37,533 | $564 | 12/31/2023 | Private Advisor Group LLC | 37,531 | $564 | 12/31/2023 | SPXX | 37,531 | $564 | 12/31/2023 | Ionic Capital Management LLC | 31,700 | $477 | 12/31/2023 | SPXX | 31,700 | $477 | 12/31/2023 | D.A. Davidson & CO. | 29,463 | $443 | 12/31/2023 | SPXX | 29,463 | $443 | 12/31/2023 | Fortem Financial Group LLC | 28,447 | $428 | 12/31/2023 | SPXX | 28,447 | $428 | 12/31/2023 | Raymond James & Associates | 26,681 | $401 | 12/31/2023 | SPXX | 26,681 | $401 | 12/31/2023 | Commonwealth Equity Services LLC | 26,254 | $395 | 12/31/2023 | SPXX | 26,254 | $395 | 12/31/2023 | GPS Wealth Strategies Group LLC | 26,090 | $392 | 12/31/2023 | SPXX | 26,090 | $392 | 12/31/2023 | Sheaff Brock Investment Advisors LLC | 18,223 | $274 | 12/31/2023 | SPXX | 18,223 | $274 | 12/31/2023 | Truist Financial Corp | 16,282 | $245 | 12/31/2023 | SPXX | 16,282 | $245 | 12/31/2023 | Dfpg Investments LLC | 16,469 | $243 | 12/31/2023 | SPXX | 16,469 | $243 | 12/31/2023 | Elequin Capital LP | 15,551 | $234 | 12/31/2023 | SPXX | 15,551 | $234 | 12/31/2023 | LVZ Advisors Inc. | 14,753 | $231 | 03/31/2024 | SPXX | 14,753 | $231 | 03/31/2024 | Cetera Advisor Networks LLC | 15,312 | $230 | 12/31/2023 | SPXX | 15,312 | $230 | 12/31/2023 | Western Wealth Management LLC | 13,597 | $204 | 12/31/2023 | SPXX | 13,597 | $204 | 12/31/2023 | Janney Montgomery Scott LLC | 12,844 | $193 | 12/31/2023 | SPXX | 12,844 | $193 | 12/31/2023 | Aviance Capital Partners LLC | 12,090 | $189 | 03/31/2024 | SPXX | 12,090 | $189 | 03/31/2024 | The PNC Financial Services Group Inc. | 7,304 | $110 | 12/31/2023 | SPXX | 7,304 | $110 | 12/31/2023 | Steward Partners Investment Advisory LLC | 5,475 | $82 | 12/31/2023 | SPXX | 5,475 | $82 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 5,095 | $77 | 12/31/2023 | SPXX | 5,095 | $77 | 12/31/2023 | GWM Advisors LLC | 3,843 | $58 | 12/31/2023 | SPXX | 3,843 | $58 | 12/31/2023 | JPMorgan Chase & Co. | 3,468 | $52 | 12/31/2023 | SPXX | 3,468 | $52 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 3,250 | $49 | 12/31/2023 | SPXX | 3,250 | $49 | 12/31/2023 | Close Asset Management Ltd | 3,034 | $46 | 12/31/2023 | SPXX | 3,034 | $46 | 12/31/2023 | Comerica Bank | 2,000 | $30 | 12/31/2023 | SPXX | 2,000 | $30 | 12/31/2023 | North Star Investment Management Corp. | 2,000 | $30 | 12/31/2023 | SPXX | 2,000 | $30 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 1,686 | $25 | 12/31/2023 | SPXX | 1,686 | $25 | 12/31/2023 | Allworth Financial LP | 1,342 | $20 | 12/31/2023 | SPXX | 1,342 | $20 | 12/31/2023 | Baystate Wealth Management LLC | 849 | $13 | 12/31/2023 | SPXX | 849 | $13 | 12/31/2023 | NBC Securities Inc. | 611 | $9 | 03/31/2024 | SPXX | 611 | $9 | 03/31/2024 | Geneos Wealth Management Inc. | 172 | $3 | 12/31/2023 | SPXX | 172 | $3 | 12/31/2023 | Advisory Services Network LLC | 40 | $1 | 12/31/2023 | SPXX | 40 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | SPXX | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPXX
See Details: Top 10 Hedge Funds Holding SPXX
Also See: SPXX Holdings Changes
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