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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
ACM
1276
Ashford Capital Management
Delaware
$5.42M -$458K -1,191 -8%
CP
1277
Coho Partners
Pennsylvania
$5.42M +$5.22M +13,594 +2,332%
OWP
1278
Obermeyer Wealth Partners
Colorado
$5.4M +$2.7M +7,030 +99%
TPW
1279
TL Private Wealth
Texas
$5.39M -$92.6K -241 -2%
UWPG
1280
Ullmann Wealth Partners Group
Florida
$5.37M +$2.31K +6 +0%
PIA
1281
Perennial Investment Advisors
California
$5.36M +$1.06M +2,757 +24%
EW
1282
Element Wealth
Mississippi
$5.35M -$49.2K -128 -0.9%
ISB
1283
Iowa State Bank
Iowa
$5.35M +$386K +1,003 +8%
BIC
1284
Beach Investment Counsel
Pennsylvania
$5.34M
WA
1285
Waddell & Associates
Tennessee
$5.34M +$107K +279 +2%
LPIC
1286
LeJeune Puetz Investment Counsel
Michigan
$5.32M +$1.92K +5 +0%
WAM
1287
Watershed Asset Management
California
$5.32M +$5.34M +13,906 New
AWM
1288
Aries Wealth Management
Maine
$5.31M +$587K +1,526 +12%
AIFAIM
1289
American Institute for Advanced Investment Management
Arizona
$5.3M -$42.7K -111 -0.8%
AIC
1290
Ayalon Insurance Company
Israel
$5.28M -$102K -266 -2%
SWRP
1291
Summit Wealth & Retirement Planning
California
$5.28M +$834K +2,171 +19%
IF
1292
IRON Financial
Illinois
$5.24M -$340K -884 -6%
GLA
1293
Good Life Advisors
Pennsylvania
$5.23M -$157K -409 -3%
SFWC
1294
Strategic Family Wealth Counselors
New Jersey
$5.23M -$854K -2,223 -14%
EBT
1295
Enterprise Bank & Trust
Massachusetts
$5.19M +$116K +303 +2%
HWM
1296
Hohimer Wealth Management
Washington
$5.19M -$126K -327 -2%
LIA
1297
LBMC Investment Advisors
Tennessee
$5.17M +$2.13M +5,552 +70%
FIB
1298
First Interstate Bank
Montana
$5.17M +$1.65M +4,301 +47%
CCFM
1299
Clear Creek Financial Management
Washington
$5.16M -$1.02M -2,666 -16%
LA
1300
Latitude Advisors
Florida
$5.16M +$1.65M +4,300 +47%

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.