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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
3276
Fortis Advisors
Pennsylvania
$20.6K
AWM
3277
Align Wealth Management
Oklahoma
$19.6K +$21.1K +55 New
SCA
3278
Stuart Chaussee & Associates
California
$19.1K
CAM
3279
CenterStar Asset Management
Illinois
$18.3K
NECFA
3280
New England Capital Financial Advisors
Connecticut
$16.3K +$15.8K +41 New
M1FG
3281
Mach-1 Financial Group
Arkansas
$15.3K
BFA
3282
BBJS Financial Advisors
Washington
$15.3K +$15.4K +40 New
CA
3283
Centerpoint Advisors
Massachusetts
$15K +$5.38K +14 +54%
DJSG
3284
D.J. St. Germain
Massachusetts
$15K +$510K +1,326 +5%
C
3285
Covestor
United Kingdom
$13K -$3.46K -9 -21%
AWM
3286
Accel Wealth Management
Iowa
$12.6K +$3.08K +8 +32%
EH
3287
EMG Holdings
Connecticut
$11.9K +$11.9K +31 New
CCMW
3288
Cypress Capital Management (Wyoming)
Wyoming
$11.5K
CIR
3289
Clear Investment Research
Georgia
$11K
GC
3290
Gould Capital
Washington
$7.65K
Zurich Cantonal Bank
3291
Zurich Cantonal Bank
Switzerland
$4.98K
TWP
3292
TFO Wealth Partners
Ohio
$4.7K -$9.31M -24,212 -99%
IA
3293
IFS Advisors
Kansas
$4.21K
BCM
3294
Birch Capital Management
Texas
$3.82K
AC
3295
Addenda Capital
Quebec, Canada
$3.28K +$1.92K +5 New
DF
3296
DecisionPoint Financial
Arizona
$3.06K +$3.08K +8 New
GI
3297
GS Investments
Minnesota
$3.06K
HWM
3298
Horizons Wealth Management
North Carolina
$3K
HH
3299
HWG Holdings
Texas
$3K +$3.46K +9 New
PI
3300
PEAK6 Investments
Illinois
$2.43K +$384 +1 +20%

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.