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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
451
Geneos Wealth Management
Colorado
$33.2M -$5.88M -15,307 -15%
DT
452
Daniels + Tansey
Delaware
$33.2M -$415K -1,081 -1%
IFAM
453
Institutional & Family Asset Management
Colorado
$33.1M +$6.57M +17,090 +25%
GBWM
454
Granite Bay Wealth Management
New Hampshire
$33M +$16.8M +43,702 +102%
DAS
455
Dynamic Advisor Solutions
Arizona
$33M -$1.56M -4,071 -5%
CA
456
CoreCap Advisors
Michigan
$32.8M +$8.79M +22,866 +36%
Two Sigma Advisers
457
Two Sigma Advisers
New York
$32.5M -$128M -331,898 -80%
PAG
458
Private Advisor Group
New Jersey
$32.5M +$6.42M +16,703 +3%
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$32.4M +$7.23M +18,820 +29%
SHIM
460
Stone House Investment Management
Pennsylvania
$32.3M +$32.5M +84,502 New
PI
461
PineBridge Investments
New York
$32.2M +$1.05M +2,738 +3%
AFO
462
Allie Family Office
Florida
$32.1M -$9.94M -25,851 -24%
JGC
463
J. Goldman & Co
New York
$32.1M +$7.09M +18,443 +28%
BPC
464
Banque Pictet & Cie
Switzerland
$32.1M -$51.9M -135,078 -62%
CW
465
CreativeOne Wealth
Kansas
$31.8M -$354K -920 -1%
ACH
466
Axis Capital Holdings
Bermuda
$31.8M
TCPWM
467
Traverso Chambers Private Wealth Management
California
$31.7M +$33.4K +87 +0.1%
RIS
468
Retirement Income Solutions
Michigan
$31.7M -$946K -2,461 -3%
CF
469
Cantor Fitzgerald
New York
$31.5M +$900M +2,342,207 +15,672%
BRWA
470
B. Riley Wealth Advisors
Florida
$31.2M -$1.24M -3,219 -4%
SPC
471
Sigma Planning Corp
Michigan
$31.1M -$2.5M -6,494 -7%
KFC
472
Klingenstein Fields & Co
New York
$31.1M +$20.9M +54,489 +204%
BB
473
Bell Bank
North Dakota
$30.9M +$118K +307 +0.4%
Lazard Asset Management
474
Lazard Asset Management
New York
$30.8M +$18.6M +48,343 +151%
CPIG
475
Chicago Partners Investment Group
Illinois
$30.7M -$759K -1,976 -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.