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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
WCM
851
WealthBridge Capital Management
Ohio
$11.7M +$93K +242 +0.8%
BPCE
852
Bank Pictet & Cie (Europe)
Germany
$11.7M -$4.94M -12,850 -30%
VHAM
853
Van Hulzen Asset Management
California
$11.7M +$6.19M +16,118 +112%
MOS
854
MGO One Seven
Ohio
$11.6M +$135K +352 +1%
TAM
855
Tocqueville Asset Management
New York
$11.6M +$422K +1,098 +4%
FCMC
856
Founders Capital Management (Connecticut)
Connecticut
$11.6M -$25.8K -67 -0.2%
SFG
857
Sowa Financial Group
Rhode Island
$11.5M +$320K +833 +3%
CWM
858
Congress Wealth Management
Massachusetts
$11.5M -$520K -1,354 -4%
LT
859
Legacy Trust
Michigan
$11.5M +$11.6M +30,054 New
CIM
860
Confluence Investment Management
Missouri
$11.4M +$1.57M +4,093 +16%
Legal & General Group
861
Legal & General Group
United Kingdom
$11.4M
TBWA
862
Three Bridge Wealth Advisors
California
$11.4M +$6.49M +16,879 +133%
TFCP
863
Twin Focus Capital Partners
Massachusetts
$11.3M -$3.03M -7,895 -21%
PI
864
Putnam Investments
Massachusetts
$11.3M -$1.51M -3,930 -12%
TC
865
TAP Consulting
Missouri
$11.2M +$1.9M +4,950 +20%
FFA
866
First Foundation Advisors
California
$11.1M -$800K -2,081 -7%
PSP
867
Principal Street Partners
Tennessee
$11.1M +$38.1K +99 +0.3%
TCM
868
Towercrest Capital Management
Pennsylvania
$11.1M +$59.2K +154 +0.5%
AP
869
Americana Partners
Texas
$11.1M +$1.98M +5,155 +22%
CCM
870
Coldstream Capital Management
Washington
$11M +$11.1M +28,823 New
IWA
871
Icon Wealth Advisors
Texas
$11M +$2.43M +6,330 +28%
BMCM
872
Bryn Mawr Capital Management
Pennsylvania
$11M +$7.15M +18,593 +182%
EAM
873
Erste Asset Management
Austria
$11M -$10.5M -27,280 -49%
BIA
874
Bigelow Investment Advisors
Maine
$11M -$53.8K -140 -0.5%
BBWP
875
Beacon Bridge Wealth Partners
Pennsylvania
$11M +$11M +28,707 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.