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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
HP
2826
HT Partners
Connecticut
$409K -$127K -331 -24%
TFF
2827
The Family Firm
Maryland
$408K +$410K +1,067 New
CP
2828
Capital Planning
Washington
$408K +$409K +1,065 New
NEPPG
2829
New England Professional Planning Group
Rhode Island
$407K +$84.9K +221 +26%
SL
2830
Summitry LLC
California
$405K -$263K -684 -39%
MCA
2831
Magnolia Capital Advisors
Mississippi
$405K +$20K +52 +5%
CM
2832
Columbus Macro
Pennsylvania
$405K
NRW
2833
Nova R Wealth
Kansas
$405K
KCM
2834
KRS Capital Management
Michigan
$404K
OCG
2835
Opus Capital Group
Ohio
$402K +$13.5K +35 +3%
CC
2836
Constitution Capital
Connecticut
$402K +$33.8K +88 +9%
AIA
2837
Arbor Investment Advisors
North Carolina
$402K -$47.7K -124 -11%
TFA
2838
TPG Financial Advisors
Oregon
$402K +$7.69K +20 +2%
TPA
2839
Trivium Point Advisory
Connecticut
$401K -$181K -471 -31%
SIA
2840
Strategic Investment Advisors
Michigan
$401K +$120K +311 +42%
HIM
2841
Hotaling Investment Management
Pennsylvania
$401K +$403K +1,048 New
WC
2842
Whitney & Co
New York
$401K +$7.69K +20 +2%
WP
2843
Wealthspan Partners
Iowa
$400K -$53.4K -139 -12%
CL
2844
CIM LLC
New York
$399K -$1.02M -2,652 -73%
SI
2845
Saxon Interests
Texas
$398K +$6.53K +17 +2%
DA
2846
Doliver Advisors
Texas
$398K +$400K +1,041 New
TNAM
2847
Terra Nova Asset Management
New York
$396K +$15.4K +40 +4%
BWM
2848
BCGM Wealth Management
Indiana
$396K -$6.92K -18 -2%
MWM
2849
Mattern Wealth Management
Kansas
$395K +$65K +169 +20%
LI
2850
LVZ Inc
Michigan
$395K +$397K +1,032 New

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.