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
CAM
1176
Columbia Asset Management
Michigan
$6.42M +$209K +544 +3%
LCM
1177
Logan Capital Management
Pennsylvania
$6.42M +$4.92M +12,800 +320%
ACP
1178
Aveo Capital Partners
Colorado
$6.37M +$4.76M +12,380 +290%
KJHP
1179
K.J. Harrison & Partners
Ontario, Canada
$6.36M +$244K +634 +5%
IP
1180
Isthmus Partners
Wisconsin
$6.35M +$5.83M +15,175 +1,056%
WTA
1181
Washington Trust Advisors
Massachusetts
$6.33M -$523K -1,360 -8%
LSA
1182
Lansing Street Advisors
Pennsylvania
$6.29M +$58K +151 +0.9%
CCWA
1183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.29M -$402K -1,045 -6%
ACP
1184
Arcus Capital Partners
Georgia
$6.29M +$3.68M +9,570 +139%
KLCM
1185
KG&L Capital Management
Louisiana
$6.28M +$137K +357 +2%
BWP
1186
Balboa Wealth Partners
Arizona
$6.27M +$619K +1,610 +11%
CCG
1187
Chatham Capital Group
Georgia
$6.27M +$2.16M +5,628 +52%
AA
1188
Advisory Alpha
Michigan
$6.26M +$623K +1,620 +11%
BIP
1189
Blueprint Investment Partners
North Carolina
$6.24M +$4.71M +12,259 +301%
FAB
1190
First American Bank
Illinois
$6.24M +$1.55M +4,021 +33%
PAM
1191
Panagora Asset Management
Massachusetts
$6.23M +$24.2K +63 +0.4%
AC
1192
Annandale Capital
Texas
$6.22M +$5K +13 +0.1%
RWB
1193
RMR Wealth Builders
New Jersey
$6.22M +$413K +1,075 +7%
GKWIM
1194
Gerber Kawasaki Wealth & Investment Management
California
$6.21M +$1.93M +5,027 +45%
CC
1195
Codex Capital
New York
$6.2M
GC
1196
GFG Capital
Florida
$6.17M +$5.56M +14,462 +862%
SCA
1197
Sassicaia Capital Advisers
New York
$6.15M +$6.18M +16,089 New
VCAM
1198
Van Cleef Asset Management
Ohio
$6.15M +$28.8K +75 +0.5%
GSIS
1199
Global Strategic Investment Solutions
Arizona
$6.15M +$78K +203 +1%
FGG
1200
Financial Guidance Group
Florida
$6.11M +$73K +190 +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.