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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
SNB
2726
Security National Bank
Nebraska
$503K
HFP
2727
Holistic Financial Partners
Indiana
$502K +$20.4K +53 +4%
CMBA
2728
C.M. Bidwell & Associates
Hawaii
$502K +$384 +1 +0.1%
FPIS
2729
Financial Planning & Information Services
Wisconsin
$501K
ACM
2730
Ardent Capital Management
Ohio
$501K +$504K +1,311 New
BBW
2731
Blue Barn Wealth
Utah
$499K +$166K +433 +50%
DOA
2732
D'Orazio & Associates
Virginia
$498K +$384 +1 +0.1%
ICM
2733
IMS Capital Management
Oregon
$498K +$12.3K +32 +3%
BMD
2734
Better Money Decisions
New Mexico
$496K -$33.8K -88 -6%
CPA
2735
Capital Performance Advisors
California
$495K +$498K +1,295 New
FWM
2736
FSA Wealth Management
Massachusetts
$494K +$25.8K +67 +5%
RCM
2737
Rain Capital Management
Oregon
$494K -$211K -549 -30%
ZAM
2738
Zevin Asset Management
Massachusetts
$493K -$125K -325 -20%
RF
2739
Resolute Financial
Massachusetts
$493K +$11.9K +31 +2%
PWA
2740
Physician Wealth Advisors
Utah
$492K -$6.15K -16 -1%
RCG
2741
Regatta Capital Group
California
$489K -$70K -182 -12%
MRCM
2742
M&R Capital Management
New Jersey
$489K +$158K +412 +48%
SXL
2743
Summit X LLC
Missouri
$489K -$70K -182 -12%
WFAG
2744
Wescott Financial Advisory Group
Pennsylvania
$488K -$9.99K -26 -2%
MWA
2745
Miller Wealth Advisors
Colorado
$488K +$248K +645 +101%
IAG
2746
Investment Advisory Group
Massachusetts
$487K +$24.6K +64 +5%
IIM
2747
Ipswich Investment Management
Massachusetts
$483K
AIM
2748
AHL Investment Management
Florida
$479K
SL
2749
SWMG LLC
Texas
$479K -$521K -1,356 -52%
CCM
2750
Crabel Capital Management
California
$478K -$426K -1,108 -47%

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.