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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
SFG
751
Sovereign Financial Group
Connecticut
$15M -$40.4K -105 -0.3%
SCA
752
Snowden Capital Advisors
New York
$15M -$3.21M -8,347 -18%
FIBT
753
First International Bank & Trust
North Dakota
$15M +$414K +1,078 +3%
PCA
754
Personal Capital Advisors
California
$15M +$3.13M +8,147 +26%
BFG
755
Baron Financial Group
New Jersey
$14.9M +$564K +1,468 +4%
TM
756
Tikvah Management
North Carolina
$14.9M
LCM
757
LCM Capital Management
Illinois
$14.9M -$368K -957 -2%
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$14.9M +$8.87M +23,073 +146%
CWP
759
Curated Wealth Partners
California
$14.8M
IFPG
760
Intrepid Financial Planning Group
Indiana
$14.8M -$458K -1,192 -3%
BWM
761
Brickley Wealth Management
California
$14.8M
RBC
762
Romano Brothers & Co
Illinois
$14.8M +$113K +293 +0.8%
Koshinski Asset Management
763
Koshinski Asset Management
Illinois
$14.7M -$291K -758 -2%
MWM
764
Moran Wealth Management
Florida
$14.7M +$14.8M +38,528 New
MFS
765
Madrona Financial Services
Washington
$14.6M +$123K +321 +0.8%
CFG
766
Cooper Financial Group
California
$14.6M +$13.5M +35,178 +1,159%
ACM
767
Alta Capital Management
Utah
$14.6M +$12.8M +33,280 +681%
PCIG
768
Partners Capital Investment Group
Massachusetts
$14.6M +$8.43M +21,938 +135%
CC
769
Claybrook Capital
Massachusetts
$14.6M +$240K +625 +2%
SAF
770
Smith Anglin Financial
Texas
$14.5M +$89.2K +232 +0.6%
FSA
771
Financial Services Advisory
Maryland
$14.4M +$14.1M +36,796 +3,747%
BAM
772
Blueshift Asset Management
New Jersey
$14.4M +$14.4M +37,591 New
AFG
773
Albion Financial Group
Utah
$14.4M -$332K -864 -2%
GWAM
774
Guardian Wealth Advisors (Minnesota)
Minnesota
$14.4M +$256K +665 +2%
GSC
775
G&S Capital
Colorado
$14.3M +$115K +299 +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.