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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
Calamos Advisors
351
Calamos Advisors
Illinois
$48.6M -$143M -372,031 -75%
MIS
352
Morningstar Investment Services
Illinois
$48.6M +$47.1M +122,433 +2,866%
AG
353
AIA Group
Hong Kong
$48.1M +$884K +2,300 +2%
YCM
354
Yousif Capital Management
Michigan
$48M +$252K +655 +0.5%
HWA
355
Heritage Wealth Advisors
Virginia
$47.1M +$171K +445 +0.4%
CA
356
Cambridge Associates
Massachusetts
$47M +$3.41M +8,879 +8%
BB
357
Berkshire Bank
Massachusetts
$46.9M -$1.13M -2,930 -2%
CIS
358
Connors Investor Services
Pennsylvania
$46.5M +$780K +2,030 +2%
SSB
359
Sandy Spring Bank
Maryland
$46.5M +$490K +1,275 +1%
EW
360
Evoke Wealth
California
$46.4M -$726K -1,890 -2%
TG
361
TCW Group
California
$46.3M +$155K +403 +0.3%
CI
362
Clal Insurance
Israel
$46.3M -$11.7M -30,545 -20%
AGA
363
Arkos Global Advisors
Texas
$46.3M -$1.22M -3,164 -3%
SW
364
SlateStone Wealth
Florida
$46.2M +$190K +495 +0.4%
SFM
365
Soros Fund Management
New York
$46M +$46.2M +120,182 New
CRC
366
Curi RMB Capital
Illinois
$45.5M +$3.44M +8,957 +8%
Harris Associates
367
Harris Associates
Illinois
$45.3M +$45.1M +117,468 +10,817%
CAL
368
Capital Advisors Ltd
Ohio
$45.3M +$381K +991 +0.8%
Chevy Chase Trust
369
Chevy Chase Trust
Maryland
$45.1M +$3.2M +8,316 +8%
FTC
370
Farmers Trust Company
Ohio
$44.7M +$747K +1,943 +2%
BAM
371
Belpointe Asset Management
Nevada
$44.6M -$7.04M -18,326 -13%
JP
372
Jana Partners
New York
$44.5M -$13.9M -36,110 -24%
CIG
373
Consolidated Investment Group
Colorado
$44M +$1.11M +2,900 +3%
GAB
374
German American Bancorp
Indiana
$43.9M +$6.77M +17,625 +18%
KA
375
Kozak & Associates
Colorado
$43.4M -$73.4K -191 -0.2%

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.