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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
SWA
3151
ShankerValleau Wealth Advisors
Illinois
$209K +$210K +547 New
CWA
3152
CJM Wealth Advisers
Virginia
$209K +$210K +547 New
DEM
3153
Disciplined Equity Management
Florida
$209K
TPWM
3154
Twelve Points Wealth Management
Massachusetts
$209K -$15.8K -41 -7%
CIA
3155
Cascade Investment Advisors
Oregon
$207K +$3.84K +10 +2%
KFS
3156
Kurt F. Somerville
$207K -$238K -620 -53%
PCM
3157
Presidio Capital Management
California
$206K -$15.8K -41 -7%
AFA
3158
Alpha Financial Advisors
North Carolina
$205K +$206K +537 New
GA
3159
Greytown Advisors
Florida
$205K -$144K -374 -41%
LWP
3160
Lumature Wealth Partners
Georgia
$205K
CIA
3161
CCM Investment Advisers
South Carolina
$205K +$206K +535 New
4WM
3162
44 Wealth Management
Oregon
$204K +$205K +534 New
CSI
3163
Cross Staff Investments
New York
$204K -$126K -329 -38%
CIA
3164
ClearBridge Investments (Australia)
Australia
$204K +$205K +533 New
MA
3165
MJP Associates
Connecticut
$204K -$58K -151 -22%
OFA
3166
Oak Family Advisors
Illinois
$203K -$31.9K -83 -14%
WMA
3167
West Michigan Advisors
Michigan
$203K +$204K +530 New
CFG
3168
CKW Financial Group
Hawaii
$202K +$1.92K +5 +1%
NCM
3169
NCM Capital Management
New Jersey
$202K +$203K +529 New
SIG
3170
Sargent Investment Group
Maryland
$202K +$203K +527 New
WLPWM
3171
Walled Lake Planning & Wealth Management
Illinois
$201K -$29.6K -77 -13%
STAS
3172
Strong Tower Advisory Services
Minnesota
$201K +$202K +525 New
MAM
3173
MMA Asset Management
Pennsylvania
$201K +$202K +525 New
MLA
3174
My Legacy Advisors
Oregon
$201K +$187K +487 New
LFA
3175
Level Financial Advisors
New York
$200K

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.