We are live on ! Find out more
SPY icon

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
TCBWMS
701
Texas Capital Bank Wealth Management Services
Texas
$16.9M -$782K -2,035 -4%
EPM
702
Equitec Proprietary Markets
Illinois
$16.9M -$12.3M -32,100 -42%
HFRG
703
Houlihan Financial Resource Group
Virginia
$16.9M -$173K -450 -1%
CS
704
Comerica Securities
Michigan
$16.9M +$121K +314 +0.7%
Point72 Asset Management
705
Point72 Asset Management
Connecticut
$16.8M -$9.21M -23,971 -35%
SFA
706
Source Financial Advisors
New York
$16.8M +$434K +1,128 +3%
SSWM
707
Smith Salley Wealth Management
North Carolina
$16.8M +$6.11M +15,899 +57%
CB
708
Cadence Bank
Mississippi
$16.7M +$11.2M +29,010 +197%
PTC
709
Petrus Trust Company
Texas
$16.6M +$15M +39,125 +897%
RIA
710
Regal Investment Advisors
Michigan
$16.6M -$221K -575 -1%
SI
711
Symmetry Investments
Jersey
$16.6M -$14.4M -37,488 -46%
CCM
712
Corsair Capital Management
New York
$16.6M +$2.26M +5,883 +16%
RBC
713
Roble Belko & Company
Pennsylvania
$16.5M -$41.9K -109 -0.3%
FBB
714
Fulton Breakefield Broenniman
Maryland
$16.3M -$539K -1,403 -3%
TPW
715
Tiller Private Wealth
Pennsylvania
$16.3M +$207K +539 +1%
CBT
716
Central Bank & Trust
Kentucky
$16.3M -$145K -377 -0.9%
FHA
717
Flagship Harbor Advisors
Massachusetts
$16.3M +$6.06M +15,756 +59%
VCM
718
Vivaldi Capital Management
Illinois
$16.3M -$176K -459 -1%
AC
719
ASB Consultores
Florida
$16.2M -$18M -46,795 -53%
IB
720
Intrust Bank
Kansas
$16.2M -$61.1K -159 -0.4%
DPI
721
Diversified Portfolios Inc
Michigan
$16.2M +$833K +2,167 +5%
GFL
722
Granite FO LLC
New Hampshire
$16.1M +$15.2M +39,609 New
KIA
723
KCM Investment Advisors
California
$16.1M +$538K +1,401 +3%
MWPCG
724
Measured Wealth Private Client Group
New Hampshire
$16.1M -$2.3M -5,973 -12%
GVAG
725
Great Valley Advisor Group
Delaware
$16.1M +$2.62M +6,811 +19%

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.