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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
GWM
426
Greenhouse Wealth Management
Connecticut
$36.6M +$340K +885 +0.9%
OWM
427
Olympus Wealth Management
Utah
$36.4M -$24.5M -63,773 -40%
AWS
428
AJ Wealth Strategies
New York
$36.3M +$4.52M +11,760 +14%
GT
429
Greenleaf Trust
Michigan
$36.3M +$4.99M +12,971 +16%
MFG
430
Merit Financial Group
Georgia
$36.1M +$18M +46,858 +98%
WW
431
Westshore Wealth
California
$35.8M +$1.27M +3,303 +4%
IAN
432
Integrated Advisors Network
Texas
$35.8M +$1.15M +2,981 +3%
GL
433
Graypoint LLC
New York
$35.7M -$801K -2,085 -2%
WA
434
WestEnd Advisors
North Carolina
$35.5M +$3.67M +9,547 +11%
NHC
435
Nicholas Hoffman & Company
Georgia
$35.3M +$2.54M +6,600 +8%
WJWM
436
Williams Jones Wealth Management
New York
$35.2M -$13.8M -35,778 -28%
IWA
437
Intercontinental Wealth Advisors
Texas
$35.1M +$4.08M +10,620 +13%
PWLP
438
Prio Wealth Limited Partnership
Massachusetts
$34.8M -$528K -1,373 -1%
SFG
439
SNS Financial Group
Minnesota
$34.7M +$224K +584 +0.7%
COPPSERS
440
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.6M +$18.9M +49,100 +119%
EML
441
Eos Management LP
New York
$34.4M
APW
442
Atlantic Private Wealth
North Carolina
$34.2M -$1.12M -2,920 -3%
FF
443
Fluent Financial
Texas
$34.1M -$1.85M -4,823 -5%
Luther King Capital Management (LKCM)
444
Luther King Capital Management (LKCM)
Texas
$34.1M +$20M +52,068 +141%
CWG
445
Cornerstone Wealth Group
North Carolina
$33.9M +$2.81M +7,321 +9%
TFA
446
Trinity Financial Advisors
Ohio
$33.8M -$161K -420 -0.5%
OLVIG
447
Oliver Lagore Vanvalin Investment Group
Michigan
$33.6M +$16.7M +43,468 +98%
ACM
448
Advisors Capital Management
New Jersey
$33.6M +$19.2M +49,917 +131%
MCCA
449
Mill Creek Capital Advisors
Pennsylvania
$33.4M +$33.6M +87,336 New
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$33.3M -$6.57M -17,093 -16%

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.