We are live on ! Find out more
SPY icon

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
SFPM
3376
Sensible Financial Planning & Management
Massachusetts
-$1.27M -3,551 Closed
CCM
3377
Causeway Capital Management
California
-$900K -2,519 Closed
IIA
3378
Integral Investment Advisors
California
-$717K -2,008 Closed
BWCS
3379
Beirne Wealth Consulting Services
Connecticut
-$683K -1,903 Closed
PCMU
3380
Paragon Capital Management (Utah)
Utah
-$680K -1,903 Closed
SFM
3381
Spartan Fund Management
Canada
-$679K -1,900 Closed
HJMC
3382
Hellman Jordan Management Company
Massachusetts
-$676K -1,892 Closed
DWM
3383
Dorchester Wealth Management
Quebec, Canada
-$670K -1,876 Closed
TA
3384
Tectonic Advisors
Texas
-$634K -1,775 Closed
ACG
3385
Allen Capital Group
Nebraska
-$569K -1,592 Closed
JWWM
3386
Johnson & White Wealth Management
Pennsylvania
-$541K -1,515 Closed
OTL
3387
Oak Thistle LLC
New York
-$540K -1,511 Closed
SFO
3388
Standard Family Office
South Dakota
-$536K -1,500 Closed
GPWA
3389
Great Point Wealth Advisors
Massachusetts
-$505K -1,413 Closed
KCM
3390
Karp Capital Management
California
-$413K -1,156 Closed
HCP
3391
Holt Capital Partners
Texas
-$393K -1,099 Closed
SLA
3392
Silver Lake Advisory
Utah
-$367K -1,028 Closed
NED
3393
Nancy E. Dempze
-$359K -1,004 Closed
MA
3394
MYDA Advisors
New York
-$357K -1,000 Closed
DR
3395
Davis Rea
Ontario, Canada
-$350K -975 Closed
SPC
3396
Stewart & Patten Company
California
-$339K -950 Closed
RGF
3397
Retirement Guys Formula
Ohio
-$314K -878 Closed
SMH
3398
Sanders Morris Harris
Texas
-$305K -856 Closed
OFS
3399
OneAscent Financial Services
Alabama
-$289K -807 Closed
SAM
3400
Satovsky Asset Management
New York
-$286K -802 Closed

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.