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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
BFG
1351
Berger Financial Group
Minnesota
$4.74M +$1.75M +4,554 +58%
WB
1352
West Bancorporation
Iowa
$4.73M
NFG
1353
Norris Financial Group
South Carolina
$4.73M -$136K -354 -3%
NGA
1354
Naples Global Advisors
Florida
$4.72M -$76.1K -198 -2%
MSAM
1355
Moloney Securities Asset Management
Missouri
$4.72M -$846K -2,201 -15%
PA
1356
Procyon Advisors
Connecticut
$4.7M +$731K +1,903 +18%
ONST
1357
Old North State Trust
North Carolina
$4.7M -$21.1K -55 -0.4%
MSA
1358
McAlister Sweet & Associates
Texas
$4.68M -$812K -2,112 -15%
RMCM
1359
Reynders McVeigh Capital Management
Massachusetts
$4.68M +$1.86M +4,841 +65%
KCM
1360
KLK Capital Management
California
$4.68M +$61.5K +160 +1%
WAM
1361
WealthTrust Asset Management
Florida
$4.68M +$2.24M +5,817 +91%
CFO
1362
Collective Family Office
Pennsylvania
$4.67M -$550K -1,432 -10%
CGH
1363
Crossmark Global Holdings
Texas
$4.67M +$2.78M +7,241 +146%
C
1364
Cliffwater
California
$4.67M
ACM
1365
Armbruster Capital Management
New York
$4.66M -$96.1K -250 -2%
WCM
1366
Windsor Capital Management
Arizona
$4.65M -$82.3K -214 -2%
BFO
1367
Biltmore Family Office
North Carolina
$4.65M +$1.22M +3,168 +35%
LWM
1368
Lyell Wealth Management
California
$4.64M +$21.1K +55 +0.5%
TCM
1369
Tran Capital Management
California
$4.63M -$508K -1,321 -10%
AWA
1370
Amplius Wealth Advisors
Pennsylvania
$4.58M +$40K +104 +0.9%
SPP
1371
Single Point Partners
Massachusetts
$4.58M -$172K -448 -4%
FBA
1372
Front Barnett Associates
Illinois
$4.57M +$460K +1,198 +11%
TFA
1373
Triad Financial Advisors
North Carolina
$4.57M -$125K -324 -3%
RFA
1374
Resurgent Financial Advisors
Georgia
$4.56M -$113K -293 -2%
AWA
1375
Alta Wealth Advisors
Massachusetts
$4.54M -$761K -1,981 -14%

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.