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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
SA
776
Strategic Advisors
New York
$14.3M -$208K -541 -1%
PA
777
Parallel Advisors
California
$14.3M -$874K -2,274 -6%
Wealthfront Advisers
778
Wealthfront Advisers
California
$14.3M +$4.14M +10,784 +41%
CCA
779
Cobblestone Capital Advisors
New York
$14.2M -$96.9K -252 -0.7%
LIM
780
Leavell Investment Management
Alabama
$14.2M +$186K +483 +1%
AWM
781
Aprio Wealth Management
Georgia
$14.2M -$4.92M -12,797 -26%
TMWM
782
Taylor & Morgan Wealth Management
Michigan
$14.2M +$430K +1,118 +3%
MPPLM
783
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14.2M -$3.5M -9,113 -20%
IGGA
784
Iron Gate Global Advisors
Utah
$14.2M +$12.8M +33,384 +909%
WFA
785
Wellspring Financial Advisors
Ohio
$14.2M -$217K -564 -2%
First Manhattan
786
First Manhattan
New York
$14.1M -$6.92K -18 -0%
GTAM
787
Global Trust Asset Management
Florida
$14.1M +$569K +1,481 +4%
CG
788
Caprock Group
Idaho
$14.1M +$6.32M +16,441 +82%
FFN
789
Focus Financial Network
Minnesota
$14.1M +$645K +1,678 +5%
AF
790
Advisornet Financial
Minnesota
$14M +$1.1M +2,863 +8%
ECM
791
ExodusPoint Capital Management
New York
$14M -$15.2M -39,554 -52%
LF
792
LifeSteps Financial
California
$13.9M -$448K -1,166 -3%
SFS
793
Sowell Financial Services
Arkansas
$13.9M +$1.91M +4,957 +16%
PP
794
Prudential plc
United Kingdom
$13.8M +$12.8M +33,245 +1,189%
EWA
795
Exencial Wealth Advisors
Oklahoma
$13.8M -$3.43M -8,919 -20%
BBA
796
BLB&B Advisors
Pennsylvania
$13.7M +$59.2K +154 +0.4%
FMWA
797
Forvis Mazars Wealth Advisors
Missouri
$13.7M +$269K +699 +2%
TA
798
TKG Advisors
Indiana
$13.7M -$476K -1,239 -3%
OCM
799
One Capital Management
California
$13.6M +$7.69M +20,017 +128%
CWA
800
Clarity Wealth Advisors
California
$13.6M +$230K +599 +2%

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.