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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
IHWM
1051
Iron Horse Wealth Management
Iowa
$8.23M +$4.93M +12,815 +147%
KTA
1052
Keeley-Teton Advisors
Illinois
$8.18M -$31.9K -83 -0.4%
EIP
1053
Epoch Investment Partners
New York
$8.14M +$8.18M +21,286 New
OCBCO
1054
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.12M +$8.16M +21,219 New
TWA
1055
Tandem Wealth Advisors
Arizona
$8.09M +$8.13M +21,162 New
GKIM
1056
GW&K Investment Management
Massachusetts
$8.09M +$6.14M +15,963 +308%
OIA
1057
Optimum Investment Advisors
Illinois
$8.08M -$886K -2,305 -10%
SCP
1058
Syntal Capital Partners
Texas
$8.07M -$3.8M -9,891 -32%
QC
1059
Quent Capital
New York
$8.06M +$278K +722 +4%
SFFS
1060
Stonehage Fleming Financial Services
Jersey
$8M
CBB
1061
Citizens Business Bank
California
$7.93M -$1.68M -4,375 -17%
AA
1062
Ancora Advisors
Ohio
$7.93M -$1.15M -2,994 -13%
CCA
1063
Childress Capital Advisors
Texas
$7.93M -$2.88M -7,493 -27%
SWA
1064
Stratos Wealth Advisors
Ohio
$7.92M -$484K -1,259 -6%
KNW
1065
Kesler Norman & Wride
Utah
$7.91M +$7.23M +18,809 +1,004%
WA
1066
Whitebox Advisors
Minnesota
$7.89M +$7.93M +20,627 New
SWA
1067
SFMG Wealth Advisors
Texas
$7.88M +$167K +434 +2%
MC
1068
Mount Capital
United Kingdom
$7.88M
ERWM
1069
Elk River Wealth Management
Colorado
$7.87M +$4.65M +12,110 +144%
NB
1070
Nicolet Bankshares
Wisconsin
$7.85M +$379K +985 +5%
JWCA
1071
J.W. Coons Advisors
Ohio
$7.83M +$316K +821 +4%
W
1072
WorthPointe
California
$7.82M -$119K -309 -1%
UFA
1073
US Financial Advisors
Massachusetts
$7.81M -$1.37M -3,575 -15%
SMF
1074
Sterling Manor Financial
New York
$7.8M -$91.9K -239 -1%
NAMP
1075
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.8M -$1.92K -5 -0%

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.