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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
SB
376
Simmons Bank
Arkansas
$43.4M -$297K -774 -0.7%
JIC
377
Johnson Investment Counsel
Ohio
$43.3M +$542K +1,409 +1%
ACM
378
Axel Capital Management
New York
$43.3M +$24.6M +64,000 +130%
BBNA
379
Bremer Bank National Association
Minnesota
$43.1M -$2M -5,206 -4%
LMIM
380
Lockheed Martin Investment Management
Maryland
$42.8M
BCP
381
Berkeley Capital Partners
Georgia
$42.7M -$623K -1,620 -1%
WPW
382
Waldron Private Wealth
Pennsylvania
$42.7M
Axa
383
Axa
France
$42.7M +$16.9K +44 +0%
NW
384
NewEdge Wealth
Pennsylvania
$42.5M +$1.19M +3,088 +3%
CIC
385
Carnegie Investment Counsel
Ohio
$42M +$1.05M +2,735 +3%
BB
386
Busey Bank
Illinois
$41.8M -$640K -1,665 -1%
IWM
387
IHT Wealth Management
Illinois
$41.8M -$625K -1,626 -1%
GIA
388
Gladstone Institutional Advisory
Florida
$41.8M -$15.8M -41,123 -27%
EWA
389
Evolution Wealth Advisors
Florida
$41.7M -$6.71M -17,463 -14%
KFBMI
390
Kentucky Farm Bureau Mutual Insurance
Kentucky
$41.7M
NCM
391
Novare Capital Management
North Carolina
$41.4M -$2.35M -6,107 -5%
LWMM
392
Legacy Wealth Management (Mississippi)
Mississippi
$41.2M +$12.5M +32,522 +43%
LP
393
LGL Partners
Pennsylvania
$41.2M +$3.74M +9,719 +10%
AWM
394
Atticus Wealth Management
Florida
$41.1M +$6.59M +17,141 +19%
ClearBridge Investments
395
ClearBridge Investments
New York
$40.9M +$31.9M +83,016 +345%
RFC
396
Regions Financial Corp
Alabama
$40.9M -$1.81M -4,711 -4%
NP
397
Ninepoint Partners
Ontario, Canada
$40.8M -$2.38M -6,200 -5%
OAC
398
OMERS Administration Corp
Ontario, Canada
$40.6M +$3.36M +8,750 +9%
TA
399
Tiedemann Advisors
New York
$40.6M +$19.6K +51 +0%
GW
400
GW & Wade
Massachusetts
$40.6M -$1.25M -3,255 -3%

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.