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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
H
1376
HoyleCohen
California
$4.52M +$42.7K +111 +0.9%
B
1377
Bensler
Washington
$4.51M +$136K +354 +3%
GCAC
1378
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.51M -$65.3K -170 -1%
EWA
1379
Etesian Wealth Advisors
Oregon
$4.5M +$4.52M +11,765 New
KCM
1380
Kanawha Capital Management
Virginia
$4.49M -$2.48M -6,441 -35%
BRC
1381
Bishop Rock Capital
New York
$4.49M -$2.42M -6,298 -35%
PPP
1382
Private Portfolio Partners
New Jersey
$4.49M -$26.9K -70 -0.6%
FCCM
1383
First City Capital Management
Georgia
$4.47M +$27.7K +72 +0.6%
GWM
1384
GSB Wealth Management
Connecticut
$4.47M -$1.19M -3,105 -21%
PCA
1385
Peddock Capital Advisors
Massachusetts
$4.45M +$46.1K +120 +1%
Kayne Anderson Rudnick Investment Management
1386
Kayne Anderson Rudnick Investment Management
California
$4.44M -$278K -723 -6%
PC
1387
Port Capital
Illinois
$4.44M +$5.38K +14 +0.1%
KWS
1388
Keystone Wealth Services
California
$4.44M +$1.67M +4,340 +60%
JFG
1389
JDM Financial Group
Texas
$4.44M +$4.46M +11,606 New
DBT
1390
Dubuque Bank & Trust
Iowa
$4.43M -$301K -783 -6%
CA
1391
CGN Advisors
Kansas
$4.37M -$480K -1,250 -10%
LTL
1392
Lowery Thomas LLC
California
$4.34M -$200K -521 -4%
WP
1393
Westmount Partners
California
$4.33M +$4.36M +11,331 New
FWCM
1394
Ferguson Wellman Capital Management
Oregon
$4.33M +$640K +1,665 +17%
CFS
1395
CRA Financial Services
New Jersey
$4.32M +$119K +310 +3%
RA
1396
Rockingstone Advisors
Massachusetts
$4.32M +$4.34M +11,299 New
OIM
1397
Oder Investment Management
California
$4.31M +$384 +1 +0%
DMC
1398
Drexel Morgan & Co
Pennsylvania
$4.31M -$28.8M -75,000 -87%
WP
1399
WMS Partners
Maryland
$4.3M -$215K -560 -5%
VCP
1400
Vista Capital Partners
Oregon
$4.29M +$77.3K +201 +2%

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.