We are live on ! Find out more
SPY icon

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
BEC
951
Blue Edge Capital
Virginia
$9.95M -$33.4K -87 -0.3%
ST
952
Spinnaker Trust
Maine
$9.95M +$14.2K +37 +0.1%
ACI
953
Alpha Cubed Investments
California
$9.93M -$15.4K -40 -0.2%
WA
954
Wealth Architects
California
$9.85M -$58.8K -153 -0.6%
BC
955
Belmont Capital
California
$9.84M
MCM
956
Monument Capital Management
Virginia
$9.81M -$2.79M -7,253 -22%
MSWM
957
Mader & Shannon Wealth Management
Missouri
$9.8M +$9.85M +25,636 New
EAM
958
Evanson Asset Management
California
$9.76M -$197K -512 -2%
GWSG
959
GPS Wealth Strategies Group
Colorado
$9.76M -$4.61K -12 -0%
SIC
960
Salem Investment Counselors
North Carolina
$9.73M +$80.7K +210 +0.8%
BAM
961
Berkshire Asset Management
Pennsylvania
$9.73M +$2.71M +7,046 +38%
SBH
962
Segall Bryant & Hamill
Illinois
$9.72M -$315K -820 -3%
PIMG
963
Patriot Investment Management Group
Tennessee
$9.72M +$3.88M +10,099 +73%
SIA
964
Soltis Investment Advisors
Utah
$9.7M +$753K +1,958 +8%
LA
965
Legacy Advisors
Pennsylvania
$9.67M +$773K +2,012 +9%
WIA
966
World Investment Advisors
California
$9.67M +$477K +1,241 +5%
SIAG
967
Safeguard Investment Advisory Group
California
$9.67M +$1.88M +4,898 +24%
SAI
968
Systematic Alpha Investments
New Jersey
$9.63M
FPCM
969
Financial Partners Capital Management
New York
$9.6M +$1.38M +3,595 +17%
SCM
970
Stordahl Capital Management
Colorado
$9.59M -$76.9K -200 -0.8%
MNBTD
971
Moody National Bank Trust Division
Texas
$9.58M +$1.37M +3,571 +17%
HFS
972
Howard Financial Services
Texas
$9.58M -$389K -1,013 -4%
SCM
973
Schnieders Capital Management
California
$9.57M -$167K -434 -2%
PFA
974
Pathway Financial Advisors
Vermont
$9.56M -$36.1K -94 -0.4%
CI
975
CX Institutional
Indiana
$9.56M +$346K +900 +4%

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.