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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
HSWM
2876
Hubbell Strickland Wealth Management
Louisiana
$384K +$769 +2 +0.2%
CW
2877
Cook Wealth
North Carolina
$383K +$385K +1,001 New
IWP
2878
Insight Wealth Partners
Texas
$382K -$52.7K -137 -12%
CM
2879
Capital Management
Virginia
$382K
PCM
2880
Palisade Capital Management
New Jersey
$382K
CCA
2881
Catalyst Capital Advisors
New York
$382K +$384K +1,000 New
SCM
2882
Segantii Capital Management
Hong Kong
$382K +$384K +1,000 New
APW
2883
Acima Private Wealth
Virginia
$382K
GA
2884
Greenspring Advisors
Maryland
$380K +$48.8K +127 +15%
CGFA
2885
Colton Groome Financial Advisors
North Carolina
$380K +$59.6K +155 +18%
FFWM
2886
Future Financial Wealth Management
Ohio
$379K +$381K +992 New
AFM
2887
Abbot Financial Management
Massachusetts
$378K -$47.3K -123 -11%
SAM
2888
Stone Asset Management
Texas
$377K +$10.8K +28 +3%
BFA
2889
Bluestem Financial Advisors
Illinois
$377K
LWM
2890
Ledge Wealth Management
Minnesota
$377K +$379K +985 New
MSWM
2891
McGlone Suttner Wealth Management
Wisconsin
$377K +$379K +985 New
ECM
2892
EagleClaw Capital Management
Massachusetts
$377K
TH
2893
TCTC Holdings
Texas
$376K +$18.4K +48 +5%
SFA
2894
Seneca Financial Advisors
New York
$376K +$378K +984 New
IRC
2895
Investors Research Corp
Georgia
$375K -$1.15K -3 -0.3%
WE
2896
Wealth Effects
Massachusetts
$375K
KCM
2897
Kathmere Capital Management
Pennsylvania
$374K -$5.38K -14 -1%
BA
2898
Bluesphere Advisors
Pennsylvania
$373K +$375K +976 New
AWC
2899
Adamsbrown Wealth Consultants
Kansas
$373K -$197K -513 -34%
MCM
2900
McRae Capital Management
New Jersey
$372K

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.