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
2951
SevenOneSeven Capital Management
Pennsylvania
$327K -$855K -2,224 -72%
JCM
2952
Jag Capital Management
Missouri
$327K +$329K +856 New
JAFL
2953
Jay A. Fishman Ltd
Michigan
$327K
GWMIA
2954
Global Wealth Management Investment Advisory
Florida
$326K -$11.5K -30 -3%
PFA
2955
Petra Financial Advisors
Colorado
$326K +$327K +852 New
PSB
2956
Piscataqua Savings Bank
New Hampshire
$325K
DCM
2957
DGS Capital Management
New Jersey
$324K +$6.92K +18 +2%
RW
2958
Regimen Wealth
Georgia
$324K +$325K +846 New
WSWA
2959
Warren Street Wealth Advisors
California
$322K -$2.31K -6 -0.7%
RLWM
2960
RF&L Wealth Management
Massachusetts
$322K +$324K +842 New
MFC
2961
Mechanics Financial Corp
Ohio
$320K -$9.61K -25 -3%
CTFG
2962
Capstone Triton Financial Group
Oklahoma
$319K
CWM
2963
Cedar Wealth Management
California
$317K -$78.8K -205 -20%
SFG
2964
SevenBridge Financial Group
Pennsylvania
$317K +$9.61K +25 +3%
MWM
2965
McNaughton Wealth Management
California
$317K +$70.7K +184 +29%
CAMV
2966
Concord Asset Management (Virginia)
Virginia
$316K +$317K +826 New
CAM
2967
CPA Asset Management
Florida
$314K +$316K +822 New
CVM
2968
Cheviot Value Management
California
$314K -$3.84K -10 -1%
MHIC
2969
Marble Harbor Investment Counsel
Massachusetts
$314K
BBP
2970
Banco BTG Pactual
Brazil
$313K +$315K +819 New
BWG
2971
Beta Wealth Group
California
$312K +$1.92K +5 +0.6%
CCM
2972
Check Capital Management
California
$312K
MAG
2973
Mayfair Advisory Group
Alabama
$312K
OAM
2974
Oak Asset Management
California
$312K
PCI
2975
Planning Center Inc
Illinois
$310K +$65.3K +170 +27%

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.