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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
CPO
1426
Cerity Partners OCIO
New York
$4.1M -$306K -797 -7%
VC
1427
Veracity Capital
Georgia
$4.1M -$259K -673 -6%
BIG
1428
Boothe Investment Group
Delaware
$4.1M -$1.1M -2,864 -21%
SS
1429
Sunbelt Securities
Texas
$4.06M -$422K -1,099 -9%
RA
1430
RFG Advisory
Alabama
$4.06M -$2.27M -5,908 -38%
ANBT
1431
American National Bank & Trust
Texas
$4.06M -$5.76K -15 -0.1%
FPAS
1432
Focus Partners Advisor Solutions
Missouri
$4.05M -$2.15M -5,602 -35%
MFC
1433
Morris Financial Concepts
South Carolina
$4.04M +$15.8K +41 +0.4%
FCMT
1434
Founders Capital Management (Texas)
Texas
$4.04M -$57.3K -149 -1%
FAM
1435
Flaharty Asset Management
Florida
$4.03M +$344K +894 +9%
PB
1436
Pinnacle Bancorp
Nebraska
$4.02M -$398K -1,035 -9%
CG
1437
Cutler Group
California
$4M -$61.9M -161,145 -94%
RhumbLine Advisers
1438
RhumbLine Advisers
Massachusetts
$4M +$2.73M +7,097 +211%
RCWM
1439
Royal Capital Wealth Management
Indiana
$3.98M +$16.5K +43 +0.4%
PGWM
1440
Pitti Group Wealth Management
New York
$3.98M +$142K +369 +4%
PFG
1441
Pacific Financial Group
Washington
$3.98M +$226K +588 +6%
CD
1442
Chapin Davis
Maryland
$3.98M +$4M +10,401 New
CMI
1443
Clare Market Investments
Texas
$3.97M -$312K -812 -7%
PWMG
1444
Provence Wealth Management Group
California
$3.97M +$1.78M +4,638 +81%
BHWM
1445
Beaird Harris Wealth Management
Texas
$3.97M -$77.3K -201 -2%
LC
1446
LCNB Corp
Ohio
$3.96M -$30.7K -80 -0.8%
LFG
1447
Leverty Financial Group
Wisconsin
$3.95M -$116K -303 -3%
SAM
1448
SP Asset Management
California
$3.92M +$567K +1,476 +17%
BFC
1449
Blue Fin Capital
Rhode Island
$3.91M -$6.92K -18 -0.2%
ACM
1450
Alpha Capital Management
Texas
$3.91M -$859K -2,236 -18%

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.