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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
SEM
526
Strategic Equity Management
Arizona
$26.2M +$15.9M +41,498 +154%
SI
527
Scharf Investments
California
$26M +$17.4M +45,356 +200%
SPIO
528
Seven Post Investment Office
California
$25.9M +$858K +2,233 +3%
GFS
529
GYL Financial Synergies
Connecticut
$25.7M -$2.01M -5,233 -7%
TCA
530
Taconic Capital Advisors
New York
$25.7M +$25.9M +67,300 New
MPI
531
Mairs & Power Inc
Minnesota
$25.5M +$19.1M +49,596 +291%
WSFS
532
Wilmington Savings Fund Society
Delaware
$25.5M -$2.73M -7,110 -10%
BWM
533
BigSur Wealth Management
Florida
$25.3M -$757K -1,970 -3%
CHAM
534
Clear Harbor Asset Management
Connecticut
$25.3M +$442K +1,151 +2%
LAM
535
Lifestyle Asset Management
Texas
$25.3M +$25.4M +66,165 New
CL
536
Choreo LLC
Illinois
$25.3M -$700K -1,821 -3%
LC
537
Lindbrook Capital
California
$25.2M +$8.67M +22,546 +52%
WAS
538
Wealth Advisory Solutions
Indiana
$25.1M +$648K +1,686 +3%
KAH
539
Kathryn A. Hall
$25.1M
BA
540
Birinyi Associates
Connecticut
$25.1M -$1.18M -3,080 -4%
AIMCA
541
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$25.2M +65,530 New
MIA
542
MMBG Investment Advisors
Florida
$24.7M -$1.34M -3,482 -5%
RFP
543
Roth Financial Partners
Texas
$24.6M -$267K -694 -1%
IC
544
Inscription Capital
Texas
$24.6M +$18.8K +49 +0.1%
AFS
545
AFG Fiduciary Services
Massachusetts
$24.6M +$134K +349 +0.5%
CWM
546
Calamos Wealth Management
Illinois
$24.4M +$1.2M +3,127 +5%
RAG
547
RIA Advisory Group
Iowa
$24.4M +$24.8M +64,575 New
ANB
548
Amarillo National Bank
Texas
$24.4M -$443K -1,153 -2%
RWP
549
RWA Wealth Partners
Massachusetts
$24.4M +$248K +646 +1%
AWM
550
Axxcess Wealth Management
California
$24.3M +$14.2M +37,047 +140%

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.