We are live on ! Find out more
SPY icon

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
SCM
2926
Stonehearth Capital Management
Massachusetts
$346K
AG
2927
Advocate Group
Minnesota
$345K
AR
2928
Apeiron RIA
Texas
$345K +$128K +334 +59%
MC
2929
Martin & Co
Tennessee
$344K
PMG
2930
Private Management Group
California
$344K
MMM
2931
Mendel Money Management
Illinois
$344K +$1.92K +5 +0.6%
AL
2932
ADE LLC
Maryland
$343K
EWMCB
2933
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$343K -$31.1K -81 -8%
LSA
2934
Lion Street Advisors
Texas
$342K -$430K -1,120 -60%
AHC
2935
Adell Harriman & Carpenter
Texas
$342K -$76.1K -198 -18%
WMWM
2936
Whitaker-Myers Wealth Managers
Ohio
$341K +$342K +891 New
DAC
2937
Dividend Assets Capital
South Carolina
$340K +$231K +600 +208%
DL
2938
DOHJ LLC
Washington
$340K +$18.8K +49 +6%
BZWA
2939
Blue Zone Wealth Advisors
California
$336K +$384 +1 +0.1%
SSW
2940
Smith Shellnut Wilson
Mississippi
$335K
DC
2941
DeDora Capital
California
$335K
EPWM
2942
Essex Private Wealth Management
Massachusetts
$335K -$96.1K -250 -22%
RP
2943
Rowlandmiller & Partners
Georgia
$334K +$9.99K +26 +3%
LL
2944
LPWM LLC
Minnesota
$333K +$7.69K +20 +2%
SSW
2945
Stone Summit Wealth
Florida
$333K +$48K +125 +17%
CCM
2946
Crew Capital Management
Ohio
$332K -$145K -378 -30%
TSS
2947
Thomas Story & Son
Indiana
$330K -$34.6K -90 -9%
LFGO
2948
Legacy Financial Group (Oklahoma)
Oklahoma
$329K +$331K +861 New
RWM
2949
Rezny Wealth Management
Florida
$329K
WAG
2950
Windsor Advisory Group
Ohio
$329K +$330K +859 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.