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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
SPWM
1026
Schrum Private Wealth Management
Florida
$8.52M +$199K +519 +2%
MLL
1027
Moody Lynn & Lieberson
Massachusetts
$8.52M -$201K -524 -2%
LBC
1028
Lowe Brockenbrough & Co
Virginia
$8.51M +$129K +335 +2%
CI
1029
Cordant Inc
Oregon
$8.51M -$324K -843 -4%
PA
1030
Paragon Advisors
Texas
$8.49M +$8.54M +22,215 New
SPM
1031
Symmetry Peak Management
Pennsylvania
$8.49M +$8.53M +22,200 New
GIM
1032
Generation Investment Management
United Kingdom
$8.49M
GF
1033
Gries Financial
Ohio
$8.47M +$91.1K +237 +1%
DLG
1034
Daniel L. Goodwin
$8.45M -$1.04M -2,693 -11%
MAM
1035
Mastrapasqua Asset Management
Tennessee
$8.42M +$8.46M +22,010 New
BV
1036
Boxwood Ventures
Illinois
$8.39M
RFM
1037
Royal Fund Management
Florida
$8.38M -$859K -2,234 -9%
PFA
1038
Pettinga Financial Advisors
Indiana
$8.37M -$139K -362 -2%
MWP
1039
MYCIO Wealth Partners
Pennsylvania
$8.37M +$1.56M +4,055 +23%
ACA
1040
Atlas Capital Advisors
Wyoming
$8.35M -$158K -412 -2%
BAM
1041
Brave Asset Management
New Jersey
$8.32M +$1.17M +3,050 +16%
SAG
1042
SageView Advisory Group
California
$8.31M +$8.35M +21,733 New
DWM
1043
Destination Wealth Management
California
$8.3M +$2.08M +5,424 +33%
CC
1044
Courier Capital
New York
$8.3M -$49.6K -129 -0.6%
GC
1045
Gratus Capital
Georgia
$8.27M +$2.38M +6,198 +40%
CFO
1046
Custos Family Office
Texas
$8.27M -$350K -910 -4%
PRS
1047
Pinkerton Retirement Specialists
Idaho
$8.26M -$67.3K -175 -0.8%
DIG
1048
DeepCurrents Investment Group
New York
$8.26M -$29.3M -76,187 -78%
RZH
1049
Relyea Zuckerberg Hanson
Connecticut
$8.25M +$2.3M +5,983 +38%
WBC
1050
West Branch Capital
Massachusetts
$8.24M -$101K -264 -1%

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.