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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
TCOO
901
Trust Company of Oklahoma
Oklahoma
$10.7M +$7.59M +19,748 +244%
LCM
902
Linker Capital Management
Kentucky
$10.6M
CFM
903
Comprehensive Financial Management
California
$10.6M
IAS
904
Insigneo Advisory Services
Florida
$10.6M +$10.6M +27,674 New
AIS
905
American Investment Services
Massachusetts
$10.6M +$1.15M +2,983 +12%
NCM
906
Neumann Capital Management
California
$10.6M -$61.1K -159 -0.6%
CIAS
907
Capital Investment Advisory Services
North Carolina
$10.6M +$1.38M +3,603 +15%
RIM
908
Rockbridge Investment Management
New York
$10.6M -$4.61K -12 -0%
LGA
909
Lebenthal Global Advisors
New York
$10.6M +$10.6M +27,692 New
CFAM
910
Coury Firm Asset Management
Pennsylvania
$10.6M -$493K -1,282 -4%
NWA
911
Navis Wealth Advisors
New York
$10.6M +$13.5K +35 +0.1%
ECML
912
Eagle Capital Management (Louisiana)
Louisiana
$10.6M -$6.92K -18 -0.1%
LSA
913
L & S Advisors
California
$10.6M +$81.5K +212 +0.8%
NFA
914
Northern Financial Advisors
Michigan
$10.5M +$10.6M +27,689 New
FWC
915
First Washington Corp
Washington
$10.5M -$112K -292 -1%
BC
916
Bartlett & Co
Ohio
$10.5M +$155K +403 +2%
BCWM
917
Bartlett & Co Wealth Management
Ohio
$10.5M +$155K +403 +2%
OFS
918
Oldfather Financial Services
Nebraska
$10.5M -$113K -293 -1%
BFWA
919
Benchmark Financial Wealth Advisors
Florida
$10.4M +$3.35M +8,718 +47%
HI
920
Harbour Investments
Wisconsin
$10.4M +$1.18M +3,069 +13%
PP
921
Patten & Patten
Tennessee
$10.4M -$809K -2,106 -7%
RIL
922
Rothschild Investment LLC
Illinois
$10.4M +$150K +389 +1%
APC
923
Aspire Private Capital
North Carolina
$10.3M +$5.82M +15,145 +127%
PIM
924
Penobscot Investment Management
Massachusetts
$10.3M +$257K +668 +3%
HR
925
Howe & Rusling
New York
$10.3M +$3.49M +9,069 +51%

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.