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SPDR S&P 500 ETF Trust

3,239 hedge funds and large institutions have $213B invested in SPDR S&P 500 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,148 increasing their positions, 1,490 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,239
Holders Change
-49
Holders Change %
-1.49%
% of All Funds
51.84%
Holding in Top 10
911
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.22%
% of All Funds
14.58%
New
187
Increased
1,148
Reduced
1,490
Closed
167
Calls
$226B
Puts
$444B
Net Calls
-$218B
Net Calls Change
-$91.1B
Name Holding Trade Value Shares
Change
Shares
Change %
BC
501
Brookfield Corp
Ontario, Canada
$27.9M +$17.2M +41,914 +160%
ZIM
502
Zacks Investment Management
Illinois
$27.7M -$2.18M -5,322 -7%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$27.5M -$1.03M -2,504 -4%
MPPLM
504
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27.5M +$12.3M +30,035 +81%
HFS
505
Hantz Financial Services
Michigan
$27.5M -$1.69M -4,119 -6%
BMCM
506
Black Maple Capital Management
Wisconsin
$27.5M +$2.68M +6,555 +11%
LC
507
Lindbrook Capital
California
$27.4M +$508K +1,240 +2%
MA
508
MKT Advisors
California
$27.4M +$168K +412 +0.6%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.1M +$2.78M +6,780 +11%
FIA
510
Foundations Investment Advisors
Arizona
$26.9M -$5.5M -13,428 -17%
CGA
511
Crescent Grove Advisors
Illinois
$26.9M +$1.79M +4,350 +7%
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$26.9M -$56.4M -137,853 -68%
KAH
513
Kathryn A. Hall
$26.8M
WSFS
514
Wilmington Savings Fund Society
Delaware
$26.7M -$593K -1,449 -2%
HCM
515
HMS Capital Management
Tennessee
$26.7M -$2.97M -7,254 -10%
CHAM
516
Clear Harbor Asset Management
Connecticut
$26.7M -$437K -1,067 -2%
BSW
517
Buckingham Strategic Wealth
Missouri
$26.6M
LAM
518
Lifestyle Asset Management
Texas
$26.6M -$529K -1,291 -2%
CAG
519
Crestwood Advisors Group
Massachusetts
$26.5M -$4.52M -11,048 -15%
CC
520
Cypress Capital
Tennessee
$26.5M +$611K +1,493 +2%
FFBTD
521
First Financial Bank - Trust Division
Ohio
$26.4M +$486K +1,186 +2%
PWM
522
Perigon Wealth Management
California
$26.3M +$382K +932 +1%
AFS
523
AFG Fiduciary Services
Massachusetts
$26.3M -$12.3K -30 -0%
PR
524
Payden & Rygel
California
$26.2M -$4.55M -11,115 -15%
BWM
525
BigSur Wealth Management
Florida
$26.2M -$863K -2,100 -3%