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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
AWM
2601
AllSquare Wealth Management
New York
$629K
LFA
2602
LifeGuide Financial Advisors
Pennsylvania
$627K -$20.8K -54 -3%
WFAG
2603
Worth Financial Advisory Group
North Carolina
$626K +$629K +1,637 New
PPWM
2604
PFG Private Wealth Management
Florida
$626K -$5.38K -14 -0.8%
ACM
2605
Academy Capital Management
Texas
$625K +$628K +1,633 New
AAM
2606
Autus Asset Management
Arizona
$622K -$769 -2 -0.1%
DIS
2607
Diversified Investment Strategies
Louisiana
$619K
BPFA
2608
Barnes Pettey Financial Advisors
Mississippi
$619K -$30.4K -79 -5%
SWM
2609
Seaside Wealth Management
California
$618K -$12.3K -32 -2%
CFO
2610
CVA Family Office
Colorado
$618K -$72.6K -189 -10%
MWM
2611
Maripau Wealth Management
Indiana
$618K +$64.2K +167 +12%
CIA
2612
Cladis Investment Advisory
Montana
$617K +$102K +265 +20%
JWM
2613
JFG Wealth Management
Colorado
$616K -$5.38K -14 -0.9%
REMPR
2614
Roof Eidam Maycock Peralta (REMP)
California
$616K -$2.46M -6,412 -80%
III
2615
Independent Investors Inc
New York
$616K
EFG
2616
Everhart Financial Group
Ohio
$615K +$15K +39 +2%
PVM
2617
Palogic Value Management
Texas
$611K +$614K +1,598 New
ACM
2618
Altrius Capital Management
North Carolina
$611K -$68.4K -178 -10%
AFA
2619
American Financial Advisors
Georgia
$611K -$187K -487 -23%
MSR
2620
Main Street Research
Connecticut
$610K -$114K -296 -16%
CSIA
2621
Charles Schwab Investment Advisory
California
$607K +$121K +316 +25%
WWM
2622
Wiser Wealth Management
Georgia
$606K +$53.8K +140 +10%
TFM
2623
TFC Financial Management
Massachusetts
$605K +$1.15K +3 +0.2%
CM
2624
Cornerstone Management
Georgia
$600K -$391K -1,017 -39%
GAA
2625
Global Assets Advisory
Florida
$600K -$1.53M -3,987 -72%

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.