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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
TCM
2901
TD Capital Management
Tennessee
$372K +$1.54K +4 +0.4%
FLA
2902
Financial Life Advisors
Texas
$371K -$4.61K -12 -1%
SDWIA
2903
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$371K
SIA
2904
Stegner Investment Associates
Kentucky
$367K -$45.4K -118 -11%
RWG
2905
Regal Wealth Group
California
$366K +$1.54K +4 +0.4%
BIM
2906
Bridges Investment Management
Nebraska
$366K +$53.8K +140 +17%
TDWM
2907
Topel & Distasi Wealth Management
California
$365K +$1.92K +5 +0.5%
S
2908
SimplyRich
California
$364K
HWA
2909
HHM Wealth Advisors
Tennessee
$363K +$45.4K +118 +14%
NF
2910
Norwood Financial
Pennsylvania
$363K -$91.5K -238 -20%
MWP
2911
Meridian Wealth Partners
Pennsylvania
$362K -$10.4K -27 -3%
MIM
2912
Macroview Investment Management
Maryland
$362K +$53K +138 +17%
AFIA
2913
America First Investment Advisors
Nebraska
$360K -$25.8K -67 -7%
AW
2914
Alaethes Wealth
Nevada
$359K -$38.4K -100 -10%
TFO
2915
Tarbox Family Office
California
$357K -$364K -946 -50%
HFG
2916
Heron Financial Group
New York
$357K -$60.7K -158 -14%
AWMT
2917
AAFMAA Wealth Management & Trust
North Carolina
$356K -$3.84K -10 -1%
FC
2918
Fulcrum Capital
Washington
$356K
UCB
2919
United Community Bank
South Carolina
$355K
CBC
2920
Coombe, Bender & Co
New York
$355K +$1.54K +4 +0.4%
GCM
2921
Gables Capital Management
Florida
$355K -$7.69K -20 -2%
TPW
2922
Transatlantique Private Wealth
New York
$353K +$128K +334 +57%
KWA
2923
KCS Wealth Advisory
California
$352K -$28.1K -73 -7%
LAM
2924
Lakewood Asset Management
Illinois
$351K +$353K +919 New
VW
2925
Vance Wealth
California
$347K +$349K +908 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.