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Funds Holding SPXX

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN604,074$9,085 12/31/2023
     SPXX604,074$9,085 12/31/2023
UBS Group AG419,575$6,310 12/31/2023
     SPXX419,575$6,310 12/31/2023
Howard Wealth Management LLC274,354$4,126 12/31/2023
     SPXX274,354$4,126 12/31/2023
Raymond James Financial Services Advisors Inc.269,414$4,052 12/31/2023
     SPXX269,414$4,052 12/31/2023
Invesco Ltd.245,033$3,685 12/31/2023
     SPXX245,033$3,685 12/31/2023
Guggenheim Capital LLC240,520$3,617 12/31/2023
     SPXX240,520$3,617 12/31/2023
Atria Wealth Solutions Inc.220,685$3,319 12/31/2023
     SPXX220,685$3,319 12/31/2023
Morgan Stanley219,466$3,301 12/31/2023
     SPXX219,466$3,301 12/31/2023
Cornerstone Advisors LLC218,333$3,284 12/31/2023
     SPXX218,333$3,284 12/31/2023
Shaker Financial Services LLC186,657$2,807 12/31/2023
     SPXX186,657$2,807 12/31/2023
LPL Financial LLC137,181$2,063 12/31/2023
     SPXX137,181$2,063 12/31/2023
Cambridge Investment Research Advisors Inc.134,870$2,028 12/31/2023
     SPXX134,870$2,028 12/31/2023
Advisors Asset Management Inc.107,345$1,614 12/31/2023
     SPXX107,345$1,614 12/31/2023
Bank of America Corp DE86,019$1,294 12/31/2023
     SPXX86,019$1,294 12/31/2023
Royal Bank of Canada73,497$1,105 12/31/2023
     SPXX73,497$1,105 12/31/2023
Landscape Capital Management L.L.C.61,752$929 12/31/2023
     SPXX61,752$929 12/31/2023
DAVENPORT & Co LLC61,554$926 12/31/2023
     SPXX61,554$926 12/31/2023
Wolverine Asset Management LLC52,325$787 12/31/2023
     SPXX52,325$787 12/31/2023
Shulman DeMeo Asset Management LLC47,214$740 03/31/2024
     SPXX47,214$740 03/31/2024
Advisor Group Holdings Inc.48,082$723 12/31/2023
     SPXX48,082$723 12/31/2023
Tyche Wealth Partners LLC44,599$671 12/31/2023
     SPXX44,599$671 12/31/2023
Ameriprise Financial Inc.37,533$564 12/31/2023
     SPXX37,533$564 12/31/2023
Private Advisor Group LLC37,531$564 12/31/2023
     SPXX37,531$564 12/31/2023
Ionic Capital Management LLC31,700$477 12/31/2023
     SPXX31,700$477 12/31/2023
D.A. Davidson & CO.29,463$443 12/31/2023
     SPXX29,463$443 12/31/2023
Fortem Financial Group LLC28,447$428 12/31/2023
     SPXX28,447$428 12/31/2023
Raymond James & Associates26,681$401 12/31/2023
     SPXX26,681$401 12/31/2023
Commonwealth Equity Services LLC26,254$395 12/31/2023
     SPXX26,254$395 12/31/2023
GPS Wealth Strategies Group LLC26,090$392 12/31/2023
     SPXX26,090$392 12/31/2023
Sheaff Brock Investment Advisors LLC18,223$274 12/31/2023
     SPXX18,223$274 12/31/2023
Truist Financial Corp16,282$245 12/31/2023
     SPXX16,282$245 12/31/2023
Dfpg Investments LLC16,469$243 12/31/2023
     SPXX16,469$243 12/31/2023
Elequin Capital LP15,551$234 12/31/2023
     SPXX15,551$234 12/31/2023
LVZ Advisors Inc.14,753$231 03/31/2024
     SPXX14,753$231 03/31/2024
Cetera Advisor Networks LLC15,312$230 12/31/2023
     SPXX15,312$230 12/31/2023
Western Wealth Management LLC13,597$204 12/31/2023
     SPXX13,597$204 12/31/2023
Janney Montgomery Scott LLC12,844$193 12/31/2023
     SPXX12,844$193 12/31/2023
Aviance Capital Partners LLC12,090$189 03/31/2024
     SPXX12,090$189 03/31/2024
The PNC Financial Services Group Inc.7,304$110 12/31/2023
     SPXX7,304$110 12/31/2023
Steward Partners Investment Advisory LLC5,475$82 12/31/2023
     SPXX5,475$82 12/31/2023
Northwestern Mutual Wealth Management Co.5,095$77 12/31/2023
     SPXX5,095$77 12/31/2023
GWM Advisors LLC3,843$58 12/31/2023
     SPXX3,843$58 12/31/2023
JPMorgan Chase & Co.3,468$52 12/31/2023
     SPXX3,468$52 12/31/2023
Benjamin F. Edwards & Company Inc.3,250$49 12/31/2023
     SPXX3,250$49 12/31/2023
Close Asset Management Ltd3,034$46 12/31/2023
     SPXX3,034$46 12/31/2023
Comerica Bank2,000$30 12/31/2023
     SPXX2,000$30 12/31/2023
North Star Investment Management Corp.2,000$30 12/31/2023
     SPXX2,000$30 12/31/2023
Kayne Anderson Rudnick Investment Management LLC1,686$25 12/31/2023
     SPXX1,686$25 12/31/2023
Allworth Financial LP1,342$20 12/31/2023
     SPXX1,342$20 12/31/2023
Baystate Wealth Management LLC849$13 12/31/2023
     SPXX849$13 12/31/2023
NBC Securities Inc.611$9 03/31/2024
     SPXX611$9 03/31/2024
Geneos Wealth Management Inc.172$3 12/31/2023
     SPXX172$3 12/31/2023
Advisory Services Network LLC40$1 12/31/2023
     SPXX40$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPXX0$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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