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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
BIA
3001
Beacon Investment Advisors
Maryland
$291K +$292K +760 New
AIC
3002
Archer Investment Corporation
Indiana
$291K -$921K -2,395 -76%
SFO
3003
Stokes Family Office
Louisiana
$290K +$291K +758 New
MA
3004
Mezzasalma Advisors
New Jersey
$289K +$290K +755 New
PWP
3005
Phillips Wealth Planners
Mississippi
$289K +$269K +699 New
KIC
3006
Kensington Investment Counsel
California
$289K +$290K +754 New
CBTWT
3007
Community Bank & Trust (Waco, Texas)
Texas
$288K +$289K +752 New
PS
3008
Planned Solutions
California
$287K +$289K +751 New
MCA
3009
Maryland Capital Advisors
Maryland
$287K
RFWA
3010
RPg Family Wealth Advisory
Massachusetts
$287K +$2.69K +7 +0.9%
PIFP
3011
Partners in Financial Planning
Virginia
$286K
PCM
3012
Pointe Capital Management
Michigan
$286K -$67.3K -175 -19%
MKA
3013
M. Kulyk & Associates
Georgia
$285K +$47.7K +124 +20%
SCA
3014
Stillwater Capital Advisors
Pennsylvania
$285K +$287K +746 New
MCM
3015
Mendel Capital Management
Arkansas
$282K -$8.84K -23 -3%
TWM
3016
Tanager Wealth Management
United Kingdom
$280K +$280K +729 New
GAM
3017
Garrison Asset Management
Arkansas
$280K
SNBOSD
3018
Security National Bank of So Dak
Iowa
$279K +$281K +730 New
PK
3019
Pflug Koory
Nebraska
$278K -$1.92K -5 -0.7%
AIM
3020
Arcadia Investment Management
Michigan
$278K -$154K -400 -36%
BHPW
3021
Beverly Hills Private Wealth
California
$277K +$279K +725 New
PDM
3022
Penn Davis McFarland
Texas
$276K +$277K +720 New
AWM
3023
Avaii Wealth Management
Wisconsin
$274K
BWP
3024
Bernardo Wealth Planning
Pennsylvania
$274K -$4.61K -12 -2%
HW
3025
Hamilton Wealth
California
$273K +$275K +715 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.