We are live on ! Find out more
SPY icon

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
HZ
2626
Hixon Zuercher
Ohio
$599K +$602K +1,565 New
AA
2627
Aufman Associates
Pennsylvania
$597K +$8.07K +21 +1%
EWA
2628
Encompass Wealth Advisors
Oregon
$596K -$28.8K -75 -5%
EBWM
2629
Eagle Bluffs Wealth Management
Missouri
$594K
FCT
2630
Family Capital Trust
Massachusetts
$594K -$4.61K -12 -0.8%
CST
2631
Charles Schwab Trust
Nevada
$593K +$8.07K +21 +1%
HCA
2632
Hyperion Capital Advisors
New York
$592K
PA
2633
Probity Advisors
Texas
$592K -$2.31K -6 -0.4%
AHB
2634
Abner Herrman & Brock
New Jersey
$590K -$79.2K -206 -12%
BCM
2635
Buckhead Capital Management
Georgia
$589K
CAM
2636
Concorde Asset Management
Michigan
$588K +$293K +763 +98%
BCFS
2637
Butensky & Cohen Financial Security
Florida
$587K -$5.38K -14 -0.9%
AR
2638
Advisory Research
Illinois
$587K -$106K -277 -15%
SCP
2639
Stevens Capital Partners
Nebraska
$587K +$590K +1,534 New
TIA
2640
Traphagen Investment Advisors
New Jersey
$586K +$769 +2 +0.1%
FSC
2641
Full Sail Capital
Oklahoma
$585K -$101K -264 -15%
WOSD
2642
WFA of San Diego
California
$581K
CAM
2643
Clark Asset Management
New Hampshire
$580K +$583K +1,516 New
CAM
2644
Cypress Asset Management
Texas
$579K -$68K -177 -11%
QHA
2645
Quarry Hill Advisors
Minnesota
$578K +$581K +1,511 New
KL
2646
KWMG LLC
Kansas
$577K +$86.5K +225 +18%
DAM
2647
Doheny Asset Management
California
$574K
PFG
2648
PAX Financial Group
Texas
$573K
FNBOSM
2649
First National Bank of South Miami
Florida
$570K +$41.9K +109 +8%
SAM
2650
Secure Asset Management
Michigan
$568K +$73.8K +192 +15%

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.