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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
ACA
651
Aptus Capital Advisors
Alabama
$18.8M -$315K -819 -2%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$18.8M +$846K +2,201 +5%
AIP
653
ARS Investment Partners
New York
$18.8M -$1.06M -2,756 -5%
PAM
654
Palisade Asset Management
Minnesota
$18.8M +$66.1K +172 +0.4%
LFASL
655
Lugano Financial Advisors SA (LFA)
Switzerland
$18.8M +$7.51M +19,534 +66%
WS
656
Wedbush Securities
California
$18.5M +$1.2M +3,130 +7%
B
657
Bailard
California
$18.4M -$219K -569 -1%
KWM
658
Keebeck Wealth Management
Illinois
$18.4M +$41.1K +107 +0.2%
OPCM
659
Osborne Partners Capital Management
California
$18.4M +$13.7M +35,751 +292%
ATC
660
Adirondack Trust Company
New York
$18.3M +$39.6K +103 +0.2%
BA
661
Bristlecone Advisors
Washington
$18.3M -$1.22M -3,168 -6%
AFG
662
Affinia Financial Group
Massachusetts
$18.3M -$931K -2,422 -5%
FNC
663
First National Corp
Massachusetts
$18.2M +$2.44M +6,343 +15%
CA
664
Cornerstone Advisors
North Carolina
$18.2M
SMC
665
Smith, Moore & Co
Missouri
$18.2M +$51.9K +135 +0.3%
BCV
666
Banque Cantonale Vaudoise
Switzerland
$18.1M +$13.5K +35 +0.1%
RCA
667
Resonant Capital Advisors
Wisconsin
$18.1M +$9.26M +24,098 +105%
CFO
668
Callan Family Office
Pennsylvania
$18M +$18.1M +47,174 New
BIAS
669
Beacon Investment Advisory Services
New Jersey
$18M -$12.2M -31,789 -40%
OC
670
Oakworth Capital
Alabama
$18M +$4.09M +10,647 +29%
BWAM
671
Boyd Watterson Asset Management
Ohio
$18M
WFO
672
Wealthgate Family Office
Colorado
$18M -$72.6K -189 -0.4%
ODG
673
O'Dell Group
Ohio
$17.9M +$29.6K +77 +0.2%
EAM
674
Eagle Asset Management
Florida
$17.9M +$18.1M +47,104 New
RFS
675
Retirement Financial Solutions
Tennessee
$17.9M +$18M +46,832 New

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.