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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
NC
501
NewSquare Capital
Pennsylvania
$28.4M -$1.48M -3,856 -5%
SWM
502
Spire Wealth Management
Virginia
$28.1M +$5.47M +14,232 +24%
CA
503
Cumberland Advisors
Florida
$28.1M -$26.1M -67,933 -48%
ZIM
504
Zacks Investment Management
Illinois
$28M +$1.29M +3,363 +5%
PCIA
505
Prime Capital Investment Advisors
Kansas
$27.9M +$15.7M +40,972 +128%
CAI
506
Capital Advisors Inc
Oklahoma
$27.9M -$236K -614 -0.8%
EPA
507
Element Pointe Advisors
Florida
$27.8M +$17.2M +44,764 +160%
VA
508
Verdad Advisers
Massachusetts
$27.7M +$27.9M +72,500 New
HCM
509
HMS Capital Management
Tennessee
$27.7M -$1.69M -4,389 -6%
LIA
510
LSP Investment Advisors
New York
$27.6M
AAS
511
Ameritas Advisory Services
Nebraska
$27.4M +$7.11M +18,493 +35%
CT
512
Caldwell Trust
Florida
$27.3M -$768K -1,997 -3%
CC
513
Chanos & Company
New York
$27.3M +$27.4M +71,363 New
HFS
514
Hantz Financial Services
Michigan
$27.2M -$1.35M -3,514 -5%
4FG
515
4Thought Financial Group
New York
$27.1M +$3.38M +8,783 +14%
JCM
516
Janney Capital Management
Pennsylvania
$27M -$892K -2,322 -3%
MWM
517
Meridian Wealth Management
Kentucky
$26.9M +$1.64M +4,270 +6%
SW
518
SteelPeak Wealth
California
$26.8M -$1.57M -4,072 -6%
EWM
519
Evermay Wealth Management
Virginia
$26.7M -$657K -1,709 -2%
FLPIM
520
F.L. Putnam Investment Management
Massachusetts
$26.7M -$1.98M -5,161 -7%
KHLMTHM
521
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$26.6M
BSW
522
Buckingham Strategic Wealth
Missouri
$26.6M -$1.29M -3,361 -5%
ARC
523
Advisor Resource Council
Texas
$26.6M +$691K +1,799 +3%
SC
524
Saiph Capital
New Jersey
$26.4M -$2.87M -7,466 -10%
MA
525
MKT Advisors
California
$26.4M -$1.68M -4,384 -6%

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.