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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
SAM
2976
Sawgrass Asset Management
Florida
$309K -$38.4K -100 -11%
GWM
2977
Gray Wealth Management
Maine
$309K +$310K +807 New
TFP
2978
Triune Financial Partners
Kansas
$308K +$1.15K +3 +0.4%
RCI
2979
RS Crum Inc
California
$308K -$4.61K -12 -1%
LC
2980
Landaas & Company
Wisconsin
$308K -$26.5K -69 -8%
GJIA
2981
Glass Jacobson Investment Advisors
Maryland
$307K +$308K +802 New
BG
2982
Bollard Group
Massachusetts
$306K
BST
2983
Bath Savings Trust
Maine
$306K +$308K +801 New
CF
2984
Corrigan Financial
Rhode Island
$306K
GSAM
2985
Grant Street Asset Management
Pennsylvania
$305K
AIA
2986
AIMZ Investment Advisors
California
$301K +$384 +1 +0.1%
SWM
2987
Stockman Wealth Management
Montana
$299K
SC
2988
Schoolcraft Capital
Colorado
$299K -$240K -625 -44%
RWA
2989
Rainsberger Wealth Advisors
Colorado
$299K +$66.1K +172 +28%
WG
2990
Watchman Group
Texas
$298K -$84.6K -220 -22%
FSA
2991
Financial Sense Advisors
California
$297K +$384 +1 +0.1%
ISWM
2992
Independent Solutions Wealth Management
New York
$296K +$297K +774 New
RIM
2993
RW Investment Management
Idaho
$295K +$296K +771 New
UBG
2994
United Bank (Georgia)
Georgia
$294K +$66.1K +172 +29%
RAM
2995
Roanoke Asset Management
New Jersey
$294K
RWRC
2996
R.W. Roge & Company
New York
$294K
CFG
2997
Carr Financial Group
Massachusetts
$294K +$294K +765 New
IPW
2998
IronBridge Private Wealth
Texas
$294K -$19.2K -50 -6%
IC
2999
Iconiq Capital
California
$293K -$57.3K -149 -16%
SNBOSCI
3000
Security National Bank of Sioux City Iowa
Iowa
$291K +$292K +760 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.