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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
ECM
3201
Elgethun Capital Management
South Dakota
$129K +$384 +1 +0.3%
HWP
3202
Highline Wealth Partners
California
$128K -$4.61K -12 -3%
CPG
3203
Cornerstone Planning Group
New Jersey
$126K +$125K +325 New
CWA
3204
Clearview Wealth Advisors
Oregon
$126K -$4.61K -12 -4%
1832 Asset Management
3205
1832 Asset Management
Ontario, Canada
$123K +$124K +322 New
WAM
3206
WFA Asset Management
Wisconsin
$122K +$769 +2 +0.6%
TWD
3207
True Wealth Design
Ohio
$121K +$122K +317 New
HFS
3208
HBC Financial Services
Washington
$120K
JAM
3209
JCIC Asset Management
Ontario, Canada
$117K
AWM
3210
Avondale Wealth Management
Texas
$115K
KSWA
3211
Kathleen S. Wright Associates
Pennsylvania
$114K +$106K +277 New
JWM
3212
Janiczek Wealth Management
Colorado
$113K
TFP
3213
Tilia Fiduciary Partners
North Carolina
$112K -$1.15K -3 -1%
SC
3214
Stephens Consulting
Michigan
$111K -$5.76K -15 -5%
FFL
3215
Financial Freedom LLC
Ohio
$111K +$112K +291 New
STCOSD
3216
Sageworth Trust Company of South Dakota
South Dakota
$105K
SI
3217
Sprott Inc
Ontario, Canada
$105K +$105K +274 New
CMA
3218
Cedar Mountain Advisors
Oregon
$105K -$5.38K -14 -5%
FGAM
3219
Financial Gravity Asset Management
Texas
$103K +$147K +382 New
Invesco
3220
Invesco
Georgia
$102K +$102K +266 New
CA
3221
Corrado Advisors
New Jersey
$101K +$102K +265 New
VF
3222
VitalStone Financial
Texas
$97K +$96.9K +252 New
MS
3223
Madden Securities
Texas
$95.2K +$95.7K +249 New
MCI
3224
MRP Capital Investments
Georgia
$88.7K +$89.2K +232 New
EIP
3225
Easterly Investment Partners
Massachusetts
$81.5K -$3.8M -9,874 -98%

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.