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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
MWM
3101
Maltin Wealth Management
New Jersey
$238K -$1.17M -3,043 -83%
CNBT
3102
Cornerstone National Bank & Trust
Illinois
$237K -$61.5K -160 -20%
FMB
3103
Field & Main Bank
Kentucky
$236K +$117K +305 +98%
MCP
3104
Martin Capital Partners
Oregon
$235K -$302K -787 -56%
HVIA
3105
Hudson Valley Investment Advisors
New York
$235K -$13M -33,814 -98%
FFG
3106
Fullen Financial Group
Ohio
$234K -$65K -169 -23%
RIA
3107
RPG Investment Advisory
California
$233K +$234K +610 New
IWM
3108
Iams Wealth Management
Nebraska
$233K +$234K +608 New
WFA
3109
WMG Financial Advisors
Tennessee
$232K -$13.1K -34 -5%
MG
3110
Marex Group
$230K +$231K +600 New
HIM
3111
Hanlon Investment Management
New Jersey
$229K -$89.2K -232 -28%
3LCM
3112
3D/L Capital Management
Connecticut
$229K
ERIM
3113
Eagle Ridge Investment Management
Connecticut
$228K
I
3114
IMPACTfolio
Colorado
$228K
KMWM
3115
Keudell/Morrison Wealth Management
Oregon
$227K +$228K +594 New
OBGC
3116
O'Brien Greene & Co
Pennsylvania
$227K -$666K -1,732 -74%
BHWM
3117
Bay Harbor Wealth Management
Maryland
$227K -$6.53K -17 -3%
FA
3118
Financial Advisors
Massachusetts
$226K -$138K -359 -38%
LOIP
3119
Live Oak Investment Partners
Texas
$226K
WPWM
3120
Western Pacific Wealth Management
Illinois
$224K +$96.5K +251 +75%
SWMG
3121
Signature Wealth Management Group
Georgia
$224K +$226K +587 New
CNAM
3122
Campbell Newman Asset Management
Wisconsin
$224K -$390K -1,014 -63%
EA
3123
Eclectic Associates
California
$223K +$224K +584 New
LC
3124
Lincoln Capital
Nebraska
$223K -$1.92K -5 -0.8%
WFMPM
3125
Woodley Farra Manion Portfolio Management
Indiana
$221K +$221K +575 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.