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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
LPAM
876
Lodestar Private Asset Management
California
$11M +$11M +28,669 New
TA
877
TrueWealth Advisors
Alabama
$11M -$25K -65 -0.2%
WIM
878
Warwick Investment Management
Texas
$10.9M -$665K -1,729 -6%
RWM
879
Ritholtz Wealth Management
New York
$10.9M +$71.5K +186 +0.7%
PP
880
Paloma Partners
Connecticut
$10.9M -$9.39M -24,439 -46%
HSA
881
HBK Sorce Advisory
Pennsylvania
$10.9M +$5.87M +15,269 +114%
CF
882
Centaurus Financial
California
$10.9M -$344K -894 -3%
PTC
883
Private Trust Company
Ohio
$10.9M +$487K +1,268 +5%
HWA
884
Hillcrest Wealth Advisors
New Jersey
$10.9M -$125K -325 -1%
WWP
885
WR Wealth Planners
Missouri
$10.9M +$407K +1,060 +4%
BWM
886
Bulltick Wealth Management
Florida
$10.9M +$161K +419 +2%
SFS
887
Starfox Financial Services
Texas
$10.9M -$112K -291 -1%
MCC
888
Money Concepts Capital
Florida
$10.9M +$5.21M +13,556 +91%
Capital International Investors
889
Capital International Investors
California
$10.8M +$2.36M +6,143 +28%
BWA
890
BDO Wealth Advisors
Florida
$10.8M +$459K +1,193 +4%
CHJWM
891
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.8M +$94.9K +247 +0.9%
GFP
892
Gryphon Financial Partners
Ohio
$10.8M +$195K +508 +2%
TCM
893
Triumph Capital Management
Colorado
$10.8M +$902K +2,347 +9%
BTI
894
Blue Trust Inc
Georgia
$10.8M +$7.55M +19,631 +185%
SB
895
Strategic Blueprint
Georgia
$10.8M -$695K -1,809 -6%
PA
896
PFG Advisors
Arizona
$10.8M +$159K +414 +1%
AP
897
Appleton Partners
Massachusetts
$10.8M +$47.3K +123 +0.4%
RCM
898
RNC Capital Management
California
$10.8M +$6.02M +15,662 +125%
TCA
899
Trifecta Capital Advisors
Illinois
$10.7M +$10.8M +28,083 New
MA
900
Momentum Advisors
New York
$10.7M -$761K -1,979 -7%

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.