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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
FFC
3051
First Financial Corp
Indiana
$262K
MHI
3052
Miller Howard Investments
New York
$262K +$263K +684 New
MCM
3053
Mainstay Capital Management
Michigan
$261K +$263K +683 New
PD
3054
Planning Directions
Pennsylvania
$261K +$384 +1 +0.1%
CWP
3055
Core Wealth Partners
California
$261K +$486K +1,265 New
CFS
3056
Cannon Financial Strategists
Georgia
$259K -$99.9K -260 -28%
PGIM
3057
Pacific Global Investment Management
California
$258K +$259K +675 New
FA
3058
Financial Alternatives
California
$258K +$259K +675 New
WWM
3059
Wolff Wiese Magana
California
$256K -$59.2K -154 -19%
TPCM
3060
Two Point Capital Management
New York
$255K +$257K +668 New
WFA
3061
WestHill Financial Advisors
California
$255K
WMA
3062
Wealth Management Associates
New Jersey
$255K
VP
3063
Verum Partners
North Carolina
$255K +$256K +666 New
QIM
3064
Quest Investment Management
Oregon
$255K
SA
3065
swisspartners Advisors
Switzerland
$254K +$256K +665 New
PSP
3066
Pacific Sage Partners
Washington
$253K +$254K +662 New
FWM
3067
Forefront Wealth Management
Pennsylvania
$253K +$254K +661 New
WMS
3068
Wealth Management Solutions
Pennsylvania
$252K +$253K +658 New
HIM
3069
Harbour Investment Management
Washington
$252K -$7.69K -20 -3%
FA
3070
FC Advisory
Pennsylvania
$251K +$384 +1 +0.2%
RFN
3071
RDA Financial Network
Iowa
$251K -$46.9K -122 -16%
BCMIO
3072
Beacon Capital Management Inc (Ohio)
Ohio
$250K
AA
3073
AF Advisors
California
$250K
BA
3074
Baugh & Associates
Georgia
$249K -$4.23K -11 -2%
BBA
3075
Braun-Bostich & Associates
Pennsylvania
$249K +$1.15K +3 +0.5%

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.