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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
FA
3251
Financial Avengers
California
$57.4K -$67.3K -175 -54%
BEI
3252
Benjamin Edwards Inc
Missouri
$57K
PP
3253
Pacifica Partners
Canada
$56.5K
HI
3254
Hoey Investments
Pennsylvania
$55.8K -$13.5K -35 -19%
LFA
3255
Legend Financial Advisors
Pennsylvania
$52.3K
PWMG
3256
Prestige Wealth Management Group
New Jersey
$51.1K -$3.84K -10 -7%
PS
3257
PayPay Securities
Japan
$49.3K +$49.6K +129 New
SO
3258
STRS Ohio
Ohio
$49K -$106K -275 -68%
HCM
3259
Horrell Capital Management
Arkansas
$48K
NHFG
3260
New Harbor Financial Group
Massachusetts
$47.8K +$48K +125 New
SSC
3261
Syverson Strege & Co
Iowa
$47.8K -$474K -1,233 -91%
HFM
3262
Hartford Financial Management
Connecticut
$47K
SIM
3263
Studio Investment Management
Illinois
$46.3K
CT
3264
Clearstead Trust
Maine
$44K
AIA
3265
Arcadia Investment Advisors
Idaho
$42.4K
SC
3266
Skylands Capital
Wisconsin
$38.2K
LTI
3267
Laffer Tengler Investments
Tennessee
$36.7K +$10.8K +28 +41%
FIM
3268
FWL Investment Management
Texas
$36.3K +$36.5K +95 New
RTC
3269
Riverview Trust Company
Washington
$31K
DFC
3270
DB Fitzpatrick & Co
Idaho
$30.2K
RDIA
3271
RE Dickinson Investment Advisors
Iowa
$29K +$4.23K +11 +17%
CWA
3272
Carolina Wealth Advisors
South Carolina
$23K -$29.6K -77 -56%
LS
3273
Leelyn Smith
Illinois
$22.2K +$22.3K +58 New
MWA
3274
Moser Wealth Advisors
Washington
$21K -$1.92K -5 -8%
HIG
3275
Herr Investment Group
Texas
$21K +$21.1K +55 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.