We are live on ! Find out more
SPY icon

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
BFM
3126
Broadview Financial Management
Wisconsin
$221K +$5K +13 +2%
BFA
3127
Brown Financial Advisory
Alabama
$220K
ASW
3128
Astoria Strategic Wealth
Texas
$220K
FCAM
3129
First Citizens Asset Management
North Carolina
$220K +$221K +574 New
JCM
3130
J2 Capital Management
Michigan
$219K +$220K +572 New
KL
3131
KilterHowling LLC
Colorado
$219K +$384 +1 +0.2%
DWA
3132
Delap Wealth Advisory
Oregon
$218K +$219K +569 New
SPI
3133
Santori & Peters Inc
Pennsylvania
$217K +$384 +1 +0.2%
BAM
3134
Baldrige Asset Management
Pennsylvania
$216K
QCIG
3135
Quad-Cities Investment Group
Iowa
$215K +$216K +562 New
APW
3136
Axim Planning & Wealth
Ohio
$215K +$71.9K +187 +50%
NQWM
3137
Northwest Quadrant Wealth Management
Oregon
$215K +$769 +2 +0.4%
SFI
3138
SPC Financial Inc
Maryland
$214K +$215K +559 New
CBOR
3139
Community Bank of Raymore
Missouri
$213K +$214K +558 New
LWMNY
3140
Landmark Wealth Management (New York)
New York
$213K +$214K +558 New
B
3141
BetterWealth
California
$213K +$214K +556 New
CPA
3142
Court Place Advisors
Maryland
$212K +$1.15K +3 +0.3%
FF
3143
Friedenthal Financial
New Jersey
$212K +$213K +555 New
BW
3144
Basepoint Wealth
Iowa
$211K +$212K +552 New
ECA
3145
Elevated Capital Advisors
Utah
$211K +$212K +552 New
AMG
3146
Advisors Management Group
Wisconsin
$211K +$212K +552 New
APWM
3147
Atlas Private Wealth Management
New York
$211K +$212K +551 New
LA
3148
Lynch & Associates
Indiana
$210K +$211K +550 New
PIA
3149
Pinion Investment Advisors
Kansas
$210K +$211K +549 New
DTC
3150
Davidson Trust Company
Washington
$210K +$211K +549 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.