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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
BL
1076
BFSG LLC
California
$7.78M +$7.01M +18,251 +868%
HC
1077
Hoese & Co
Minnesota
$7.74M -$55.7K -145 -0.8%
PWM
1078
Peterson Wealth Management
Nevada
$7.72M +$291K +758 +4%
SFG
1079
Summit Financial Group
West Virginia
$7.7M -$278K -722 -3%
CAM
1080
Congress Asset Management
Massachusetts
$7.7M +$5.65M +14,695 +271%
Hudson Bay Capital Management
1081
Hudson Bay Capital Management
Connecticut
$7.69M -$7.34M -19,100 -49%
LSPW
1082
Lake Street Private Wealth
Illinois
$7.68M +$217K +565 +3%
MVP
1083
Miller Value Partners
Florida
$7.67M +$224K +582 +3%
CPIA
1084
Cornell Pochily Investment Advisors
New York
$7.66M -$185K -482 -2%
TC
1085
Teilinger Capital
Texas
$7.65M +$7.69M +20,000 New
WEG
1086
World Equity Group
Illinois
$7.63M -$506K -1,317 -6%
GG
1087
GenWealth Group
New Jersey
$7.63M -$211K -548 -3%
SRG
1088
SBB Research Group
Illinois
$7.59M -$3.45M -8,966 -31%
MFG
1089
Mainsail Financial Group
Washington
$7.57M +$7.41M +19,276 New
FA
1090
Fiducient Advisors
Illinois
$7.56M -$1.49M -3,887 -16%
LFG
1091
Larson Financial Group
Missouri
$7.55M -$67.3K -175 -0.9%
MIM
1092
Marco Investment Management
Georgia
$7.55M -$1.44M -3,736 -16%
ZIG
1093
Zurich Insurance Group
Switzerland
$7.53M -$2.53M -6,574 -24%
APS
1094
American Planning Services
Florida
$7.5M +$7.53M +19,585 +89,023%
SJIM
1095
St. Johns Investment Management
Florida
$7.5M -$150K -390 -2%
FA
1096
Forefront Analytics
Pennsylvania
$7.5M +$28.8K +75 +0.4%
GBT
1097
Grove Bank & Trust
Florida
$7.49M -$869K -2,260 -10%
WPA
1098
West Paces Advisors
Georgia
$7.47M -$448K -1,165 -6%
GB
1099
Gunma Bank
Japan
$7.46M +$2.88M +7,500 +63%
EIP
1100
Ellis Investment Partners
Pennsylvania
$7.46M +$497K +1,293 +7%

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.