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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
HCM
3176
Highlander Capital Management
New Jersey
$199K
KIA
3177
Kraematon Investment Advisors
Massachusetts
$196K +$197K +513 New
AP
3178
Advisors Preferred
Maryland
$190K +$192K +500 New
CCMI
3179
Creative Capital Management Investments
California
$189K +$190K +494 New
IWP
3180
IAG Wealth Partners
Wisconsin
$187K +$36.1K +94 +24%
PFA
3181
Pathway Financial Advisers
Indiana
$186K +$186K +485 New
BCM
3182
Blume Capital Management
California
$185K -$53.8K -140 -22%
BC
3183
Blackhill Capital
New Jersey
$183K
KHC
3184
Koesten Hirschmann & Crabtree
Kansas
$179K +$179K +467 New
FWA
3185
Freedom Wealth Alliance
Wisconsin
$178K +$179K +465 New
OCM
3186
Osterweis Capital Management
California
$172K
GMA
3187
Glassy Mountain Advisors
Maryland
$171K +$172K +448 New
DWA
3188
Dougherty Wealth Advisers
Minnesota
$167K +$15K +39 +10%
SIS
3189
Sound Income Strategies
Florida
$167K -$250K -650 -60%
CCC
3190
Chelsea Counsel Company
California
$161K +$161K +419 New
ADIM
3191
Alpha DNA Investment Management
Maryland
$160K +$161K +419 New
TCWA
3192
Ten Capital Wealth Advisors
Washington
$151K -$646K -1,680 -81%
TJHA
3193
Thomas J. Herzfeld Advisors
Florida
$149K
LF
3194
Lee Financial
Texas
$145K +$769 +2 +0.5%
GWSA
3195
Global Wealth Strategies & Associates
Colorado
$142K +$143K +371 New
RAM
3196
Riggs Asset Management
Pennsylvania
$140K +$39.6K +103 +39%
GG
3197
Gleason Group
Kentucky
$139K +$769 +2 +0.6%
CWM
3198
CarsonAllaria Wealth Management
Illinois
$136K
FCG
3199
Financial Connections Group
California
$134K -$1.92K -5 -1%
OCM
3200
Orion Capital Management
California
$134K -$769 -2 -0.6%

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.