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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
CH
3026
Canton Hathaway
Rhode Island
$272K
MFA
3027
Morling Financial Advisors
California
$271K
GA
3028
Goldstein Advisors
Wisconsin
$271K +$273K +709 New
ZIG
3029
Zullo Investment Group
Pennsylvania
$270K
1WA
3030
180 Wealth Advisors
Washington
$270K
CRI
3031
Colonial River Investments
Virginia
$269K -$153K -398 -36%
SPW
3032
Sonoma Private Wealth
California
$269K +$271K +704 New
DCM
3033
Dudley Capital Management
Virginia
$269K +$270K +703 New
GCP
3034
Gill Capital Partners
Colorado
$269K -$268K -696 -50%
SEP
3035
Southland Equity Partners
Missouri
$268K +$1.54K +4 +0.6%
DCM
3036
Decatur Capital Management
Georgia
$268K -$72.6K -189 -21%
RF
3037
Robbins Farley
New Hampshire
$268K
PA
3038
PSI Advisors
Florida
$267K -$41.9K -109 -13%
PG
3039
Prostatis Group
Maryland
$267K +$269K +699 New
PSF
3040
Pacific Sun Financial
California
$267K -$23.1K -60 -8%
PTCG
3041
Pring Turner Capital Group
California
$267K -$602K -1,567 -69%
HI
3042
Hudock Inc
Pennsylvania
$266K +$43.4K +113 +19%
CCM
3043
Cutler Capital Management
Massachusetts
$266K -$92.2K -240 -26%
VCM
3044
Vision Capital Management
Oregon
$265K -$32.7K -85 -11%
ST
3045
Somerset Trust
Pennsylvania
$265K
FCA
3046
FLC Capital Advisors
California
$265K -$283K -736 -52%
HAG
3047
HF Advisory Group
Maryland
$263K +$265K +689 New
FEG
3048
Financial Enhancement Group
Indiana
$263K +$230K +598 +1,391%
CA
3049
Crumly & Associates
Illinois
$263K +$264K +687 New
KBC Group
3050
KBC Group
Belgium
$262K +$263K +684 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.