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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
AIM
2851
Axiom Investment Management
New York
$394K
RS
2852
Retirement Solution
Washington
$394K -$29.2K -76 -7%
CC
2853
Cornerstone Capital
California
$393K
BFP
2854
Briaud Financial Planning
Texas
$393K
AMM
2855
American Money Management
California
$392K +$60.3K +157 +18%
HBW
2856
Hazlett, Burt & Watson
West Virginia
$392K
EIA
2857
Eastover Investment Advisors
North Carolina
$392K
OCM
2858
Orleans Capital Management
Louisiana
$392K
PCMM
2859
Piedmont Capital Management (Montana)
Montana
$391K +$4.61K +12 +1%
FNBSF
2860
First National Bank Sioux Falls
South Dakota
$390K
SPWM
2861
Straight Path Wealth Management
Michigan
$390K +$3.08K +8 +0.8%
HWM
2862
HFR Wealth Management
New York
$388K
OWA
2863
Outlook Wealth Advisors
Texas
$388K
SEM
2864
Suncoast Equity Management
Florida
$387K +$389K +1,012 New
KFSC
2865
Keystone Financial Services (Colorado)
Colorado
$387K
SWM
2866
Silverlake Wealth Management
Vermont
$386K -$871K -2,265 -69%
EA
2867
Eudaimonia Advisors
Tennessee
$386K -$5.38K -14 -1%
PIP
2868
Peachtree Investment Partners
Florida
$386K
PWP
2869
Pursue Wealth Partners
California
$385K +$387K +1,008 New
GG
2870
Greenwood Gearhart
Arkansas
$385K -$204K -530 -34%
BC
2871
Brio Consultants
California
$385K -$27.3K -71 -7%
WTB
2872
Washington Trust Bank
Washington
$385K -$98K -255 -20%
AIM
2873
Athena Investment Management
California
$385K
DCM
2874
Driehaus Capital Management
Illinois
$384K +$71.1K +185 +23%
SBF
2875
Sara-Bay Financial
Florida
$384K +$769 +2 +0.2%

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.