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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
CGL
626
Clarius Group LLC
Washington
$19.9M +$599K +1,558 +3%
IFG
627
Independent Financial Group
California
$19.9M +$1.05M +2,731 +6%
IAA
628
Ironsides Asset Advisors
North Carolina
$19.8M +$5.59M +14,546 +39%
SB
629
Sunflower Bank
Texas
$19.7M -$5.47M -14,230 -22%
BWA
630
Burt Wealth Advisors
Maryland
$19.6M -$276K -717 -1%
SL
631
Salomon & Ludwin
Virginia
$19.6M +$5.01M +13,044 +34%
OIA
632
OneDigital Investment Advisors
Kansas
$19.5M +$1.76M +4,569 +10%
MIFH
633
Migdal Insurance & Financial Holdings
Israel
$19.5M -$9.71M -25,256 -33%
LIA
634
Luken Investment Analytics
Tennessee
$19.4M +$19.5M +50,857 New
AP
635
Archon Partners
New Jersey
$19.4M +$1.04M +2,700 +6%
TC
636
TownSquare Capital
Utah
$19.4M +$2.08M +5,401 +12%
AFS
637
Aft Forsyth & Sober
Florida
$19.3M -$384K -1,000 -2%
CPP
638
Capasso Planning Partners
South Carolina
$19.3M +$3.67M +9,551 +23%
IP
639
Interval Partners
New York
$19.2M +$19.3M +50,319 New
FCA
640
Fortis Capital Advisors
Kansas
$19.2M +$19.3M +50,265 New
SA
641
Shilanski & Associates
Alaska
$19.2M +$18.1M +47,068 +1,476%
BWP
642
BSW Wealth Partners
Colorado
$19.2M -$412K -1,072 -2%
CFSG
643
Clark Financial Services Group
Missouri
$19.1M -$8.17M -21,248 -30%
UM
644
Ulysses Management
New York
$19.1M
PWPS
645
Pinnacle Wealth Planning Services
Ohio
$19.1M +$16.3M +42,479 +565%
CA
646
Claro Advisors
Massachusetts
$19.1M +$1.17M +3,048 +7%
YIA
647
YHB Investment Advisors
Connecticut
$19.1M +$10.3M +26,822 +116%
MPW
648
MGO Private Wealth
California
$19M -$5.45M -14,182 -22%
SC
649
Sepio Capital
Utah
$18.9M +$1.22M +3,178 +7%
SLAM
650
Swiss Life Asset Management
$18.9M -$2.19M -5,700 -10%

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.