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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
PWW
726
Pettyjohn Wood & White
Virginia
$16M -$203K -528 -1%
SFA
727
Sequoia Financial Advisors
Ohio
$16M +$993K +2,583 +7%
DFA
728
Delta Financial Advisors
Louisiana
$16M -$8.46K -22 -0.1%
1CP
729
1607 Capital Partners
Virginia
$15.9M -$4.69M -12,200 -23%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$15.9M +$1.86M +4,828 +13%
AWM
731
Angeles Wealth Management
California
$15.9M -$2.57M -6,679 -14%
AIP
732
Ameritas Investment Partners
Nebraska
$15.9M +$4.24M +11,028 +38%
KA
733
Kovack Advisors
Florida
$15.9M -$469K -1,219 -3%
SI
734
SimpliFi Inc
California
$15.8M -$613K -1,595 -4%
GA
735
GFS Advisors
Texas
$15.7M +$530K +1,379 +3%
PFS
736
Prospera Financial Services
Texas
$15.7M -$1.65M -4,288 -9%
CI
737
Cavalier Investments
Georgia
$15.7M +$162K +422 +1%
S
738
Seeyond
France
$15.7M
SAM
739
Securian Asset Management
Minnesota
$15.6M
LWAC
740
Laurel Wealth Advisors (California)
California
$15.6M -$7.13M -18,550 -31%
PHAM
741
Palisades Hudson Asset Management
Florida
$15.4M +$138K +359 +0.9%
FA
742
Fiduciary Alliance
South Carolina
$15.3M +$15.4M +40,040 New
ACM
743
Alight Capital Management
New York
$15.3M -$1.92M -5,000 -11%
SDIC
744
South Dakota Investment Council
South Dakota
$15.3M +$15.4M +39,965 New
SEI Investments
745
SEI Investments
Pennsylvania
$15.3M -$828K -2,154 -5%
SC
746
Savant Capital
Illinois
$15.3M -$574K -1,494 -4%
SHCM
747
Sachem Head Capital Management
New York
$15.2M +$6.34M +16,500 +71%
VCM
748
Verger Capital Management
North Carolina
$15.1M +$811K +2,110 +6%
Berkshire Hathaway
749
Berkshire Hathaway
Nebraska
$15.1M
MCM
750
Magnolia Capital Management
New York
$15M -$124K -323 -0.8%

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.