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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
EW
2776
Enzi Wealth
Texas
$446K +$36.1K +94 +9%
SFMG
2777
Sage Financial Management Group
Virginia
$446K
NW
2778
Naviter Wealth
Arkansas
$444K -$299K -778 -41%
CCM
2779
Cox Capital Management
Massachusetts
$444K -$4.23K -11 -0.9%
UAM
2780
Unison Asset Management
Florida
$443K
FFA
2781
Farther Finance Advisors
California
$442K +$444K +1,156 New
GHA
2782
Granite Harbor Advisors
Texas
$440K +$442K +1,150 New
OCPWS
2783
One Charles Private Wealth Services
Massachusetts
$439K
WA
2784
Waterford Advisors
New York
$439K +$441K +1,148 New
SG
2785
Stonnington Group
California
$438K -$9.99K -26 -2%
RW
2786
RVW Wealth
California
$437K +$43.4K +113 +11%
MWP
2787
Meredith Wealth Planning
Illinois
$436K +$438K +1,139 New
JIM
2788
JCP Investment Management
Texas
$434K
AC
2789
Addison Capital
Pennsylvania
$434K
TC
2790
Truvestments Capital
Florida
$434K -$3.08K -8 -0.7%
BWL
2791
Bogart Wealth LLC
Virginia
$433K -$35.7K -93 -8%
IWA
2792
IVC Wealth Advisors
Pennsylvania
$433K
WSCM
2793
Wellington Shields Capital Management
New York
$433K -$57.7K -150 -12%
KIM
2794
Karpus Investment Management
New York
$432K -$69.2K -180 -14%
FNFDCM
2795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$431K
GB
2796
Goepper Burkhardt
South Carolina
$431K -$262K -682 -38%
NCM
2797
Narwhal Capital Management
Georgia
$430K
OWM
2798
Opes Wealth Management
California
$429K
MAG
2799
MRA Advisory Group
New Jersey
$428K +$6.92K +18 +2%
AWM
2800
AAF Wealth Management
Massachusetts
$428K -$15.8K -41 -4%

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.