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State Street SPDR S&P 500 ETF Trust

3,302 hedge funds and large institutions have $230B invested in State Street SPDR S&P 500 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,312 increasing their positions, 1,168 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 448 | Existing positions closed: 127

16% more capital invested

Capital invested by funds: $198B → $230B (+$31.7B)

12% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 1,168

8% more funds holding

Funds holding: 3,0483,302 (+254)

5% more funds holding in top 10

Funds holding in top 10: 867914 (+47)

4.11% less ownership

Funds ownership: 61.68%57.57% (-4.1%)

40% less call options, than puts

Call options by funds: $192B | Put options by funds: $319B

Holders
3,302
Holders Change
+254
Holders Change %
+8.33%
% of All Funds
53.07%
Holding in Top 10
914
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+5.42%
% of All Funds
14.69%
New
448
Increased
1,312
Reduced
1,168
Closed
127
Calls
$192B
Puts
$319B
Net Calls
-$126B
Net Calls Change
-$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
BMC
2576
Beaton Management Company
Massachusetts
$655K +$106K +275 +19%
PAG
2577
Powers Advisory Group
Illinois
$653K
NIM
2578
Nicollet Investment Management
Minnesota
$652K +$1.15K +3 +0.2%
FMN
2579
Financial Management Network
California
$651K +$19.6K +51 +3%
PCM
2580
Passive Capital Management
Maryland
$650K
EGWAG
2581
Elwood & Goetz Wealth Advisory Group
Georgia
$648K -$36.5K -95 -5%
HIA
2582
HTG Investment Advisors
Connecticut
$648K +$651K +1,693 New
CWP
2583
Concord Wealth Partners
Virginia
$647K -$8.07K -21 -1%
D
2584
Diversified
Delaware
$647K +$311K +808 +91%
FPCG
2585
Fort Pitt Capital Group
Pennsylvania
$646K +$3.46K +9 +0.5%
HW
2586
Hedeker Wealth
Illinois
$646K +$421K +1,095 +184%
SFG
2587
Steward Financial Group
Texas
$644K
JWM
2588
Jessup Wealth Management
Ohio
$642K +$646K +1,680 New
FPWM
2589
FSB Premier Wealth Management
Iowa
$641K -$38.4K -100 -6%
EF
2590
Exeter Financial
Arizona
$641K +$59.2K +154 +10%
WAM
2591
Weatherly Asset Management
California
$639K -$18.8K -49 -3%
SPA
2592
Sentinel Pension Advisors
Massachusetts
$638K +$2.69K +7 +0.4%
SIAS
2593
Summit Investment Advisory Services
Minnesota
$637K +$640K +1,666 New
PCA
2594
Prosperity Capital Advisors
Ohio
$636K +$639K +1,663 New
AWMS
2595
Advocacy Wealth Management Services
Georgia
$634K -$384 -1 -0.1%
MAS
2596
Meeder Advisory Services
Ohio
$634K +$637K +1,658 New
FC
2597
FCA Corp
Texas
$633K
TDC
2598
Thompson Davis & Co
Virginia
$631K +$62.6K +163 +11%
FCP
2599
Fidelis Capital Partners
Florida
$629K +$624K +1,623 New
SW
2600
SkyOak Wealth
Michigan
$629K -$573K -1,491 -48%

SPY Hedge Fund Activity: Q4 2022 in Review

3,302 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2022, worth a combined $230B — up 16% from $198B a quarter earlier.

Buyers outnumbered sellers: 448 funds opened new SPY positions and 127 closed out — a net gain of 321 holders — while 1,312 added to existing stakes and 1,168 trimmed.

The largest buyer was CIBC World Markets, adding an estimated $2.51B. The largest seller was Bank of America, cutting an estimated $6.36B.

  • 3,302 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2022, up from 3,048 in Q3 2022.
  • Funds reported $230B of State Street SPDR S&P 500 ETF Trust stock for Q4 2022, up 16% quarter-over-quarter.
  • 448 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2022 and 127 closed out, a net change of +321 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2022 was CIBC World Markets, an estimated $2.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2022 was Bank of America, an estimated $6.36B sold.

Based on aggregated 13F filings for Q4 2022.