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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
SC
976
SouthState Corp
Florida
$9.54M -$25.8K -67 -0.3%
BFG
977
Bouchey Financial Group
New York
$9.49M -$338K -880 -3%
FCB
978
First County Bank
Connecticut
$9.48M +$9.53M +24,789 New
CTC
979
Central Trust Company
Missouri
$9.48M -$253K -659 -3%
TF
980
Trek Financial
Arizona
$9.45M -$34M -88,443 -78%
CAGAS
981
Capital Advisory Group Advisory Services
Minnesota
$9.42M -$108K -281 -1%
GLA
982
Great Lakes Advisors
Illinois
$9.42M -$936K -2,436 -9%
CAM
983
Cacti Asset Management
Georgia
$9.41M
AGA
984
Accuvest Global Advisors
Utah
$9.37M -$15.9M -41,406 -63%
NFG
985
Nadler Financial Group
Illinois
$9.34M +$31.1K +81 +0.3%
AWA
986
Aaron Wealth Advisors
Illinois
$9.31M +$2.78M +7,244 +42%
B
987
Bellecapital
Switzerland
$9.3M +$7.79M +20,260 +500%
MBFW
988
Morton Brown Family Wealth
Pennsylvania
$9.27M +$898K +2,337 +11%
WB
989
WesBanco Bank
West Virginia
$9.26M +$2.74M +7,128 +42%
PF
990
Phoenix Financial
Israel
$9.23M -$5.47M -14,238 -37%
BTWM
991
Baker Tilly Wealth Management
Wisconsin
$9.18M -$3M -7,796 -25%
MAM
992
McLean Asset Management
Virginia
$9.14M -$302K -787 -3%
NFG
993
Nations Financial Group
Iowa
$9.14M +$455K +1,184 +5%
MFA
994
Mayflower Financial Advisors
Massachusetts
$9.13M +$329K +857 +4%
AWA
995
Arkadios Wealth Advisors
Georgia
$9.11M +$5.58M +14,507 +156%
HH
996
Hilltop Holdings
Texas
$9.09M -$1.05M -2,719 -10%
MA
997
MONECO Advisors
Connecticut
$9.04M +$902K +2,346 +11%
TYCC
998
Texas Yale Capital Corp
Florida
$9.02M +$32.7K +85 +0.4%
WHG
999
Westwood Holdings Group
Texas
$8.99M +$2.84M +7,380 +46%
MF
1000
Manchester Financial
California
$8.97M +$235K +612 +3%

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.