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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
OBWP
2751
O'Brien Wealth Partners
Massachusetts
$475K +$171K +444 +56%
TIA
2752
Tiemann Investment Advisors
California
$473K
SIG
2753
Spinnaker Investment Group
California
$473K +$384 +1 +0.1%
KAM
2754
KEB Asset Management
Illinois
$472K
HBWM
2755
Hollow Brook Wealth Management
New York
$468K +$468K +1,218 New
CIG
2756
Cascade Investment Group
Colorado
$467K +$469K +1,220 New
TI
2757
TTP Investments
California
$465K -$20.4K -53 -4%
FWA
2758
FSM Wealth Advisors
Ohio
$465K +$25.4K +66 +6%
GFWA
2759
Grey Fox Wealth Advisors
Delaware
$464K +$466K +1,213 New
HHGA
2760
Halbert Hargrove Global Advisors
California
$462K -$112K -291 -19%
TIM
2761
Total Investment Management
Arizona
$461K +$218K +568 +89%
AMR
2762
Asset Management Resources
Massachusetts
$461K -$10.4K -27 -2%
RPSA
2763
Richard P. Slaughter Associates
Texas
$459K -$769 -2 -0.2%
IFS
2764
Intelligent Financial Strategies
Minnesota
$459K
KAM
2765
Knightsbridge Asset Management
California
$458K
IFA
2766
Interactive Financial Advisors
Illinois
$457K +$56.5K +147 +14%
FPCG
2767
Forum Private Client Group
Indiana
$457K +$96.1K +250 +26%
HCM
2768
Hall Capital Management
Rhode Island
$456K
TNB
2769
Thomasville National Bank
Georgia
$454K -$18.4K -48 -4%
GWWM
2770
Great Waters Wealth Management
Minnesota
$451K +$433K +1,127 New
GCM
2771
Gallacher Capital Management
Colorado
$450K +$452K +1,176 New
AA
2772
AJ Advisors
Tennessee
$448K +$450K +1,171 New
WCWM
2773
Willow Creek Wealth Management
California
$447K -$3.84K -10 -0.8%
PPWP
2774
Proquility Private Wealth Partners
Nevada
$447K +$172M +446,929 New
MWM
2775
Marion Wealth Management
Pennsylvania
$446K +$3.84K +10 +0.9%

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.