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
ECM
1226
Ensemble Capital Management
California
$5.82M +$5.85M +15,218 New
FH
1227
FWG Holdings
Florida
$5.82M -$139K -361 -2%
SWP
1228
Summit Wealth Partners
Florida
$5.82M +$31.9K +83 +0.5%
CG
1229
Corundum Group
Colorado
$5.81M +$33.1K +86 +0.6%
MA
1230
MAS Advisors
Florida
$5.81M +$81.5K +212 +1%
CWM
1231
Capital Wealth Management
Rhode Island
$5.8M -$117K -305 -2%
WAM
1232
Weiss Asset Management
Massachusetts
$5.79M -$2.42M -6,289 -29%
AAM
1233
Aureus Asset Management
Massachusetts
$5.78M +$154K +401 +3%
WCM
1234
Windham Capital Management
Massachusetts
$5.78M
HTHT
1235
Hemenway Trust Hemenway Trust
New Hampshire
$5.77M +$4.67M +12,157 +415%
NAM
1236
NorthCrest Asset Manangement
Minnesota
$5.77M +$4.85M +12,621 +513%
AFM
1237
Anson Funds Management
Texas
$5.74M +$5.77M +15,000 New
ECP
1238
Epacria Capital Partners
Colorado
$5.74M +$5.77M +15,000 New
F1I
1239
Fund 1 Investments
Puerto Rico
$5.74M +$5.77M +15,000 New
BGDI
1240
BW Gestao de Investimentos
Brazil
$5.74M +$5.77M +15,000 New
IMOV
1241
Investment Management of Virginia
Virginia
$5.74M +$1.4M +3,640 +32%
IGWM
1242
ICA Group Wealth Management
Colorado
$5.73M -$8.07K -21 -0.1%
AO
1243
Advisor OS
Illinois
$5.72M -$33.1K -86 -0.6%
BAAM
1244
Baker Avenue Asset Management
California
$5.71M +$2.18M +5,679 +61%
OMC
1245
Overbrook Management Corp
New York
$5.71M +$1.09M +2,840 +23%
KWM
1246
Kolinsky Wealth Management
New Jersey
$5.7M -$664K -1,727 -10%
MYIA
1247
Mount Yale Investment Advisors
Colorado
$5.68M +$4.49M +11,674 +368%
FM
1248
Family Management
New York
$5.68M +$934K +2,430 +20%
PG
1249
Patten Group
Tennessee
$5.67M +$299K +779 +6%
QPWM
1250
Quadrant Private Wealth Management
Pennsylvania
$5.66M +$5.66M +14,733 New

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.