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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
PC
126
Peavine Capital
Nevada
$197M -$5.29M -13,770 -3%
Franklin Resources
127
Franklin Resources
California
$197M +$872K +2,270 +0.4%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$195M -$18.1M -47,133 -8%
WT
129
Whittier Trust
California
$190M -$933K -2,428 -0.5%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$190M +$7.97M +20,728 +4%
TLIC
131
Taiyo Life Insurance Company
Japan
$186M
AWM
132
AE Wealth Management
Kansas
$186M +$37.8M +98,238 +25%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$184M +$14.4M +37,499 +8%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$182M +$337K +878 +0.2%
TFS
135
TrustCore Financial Services
Tennessee
$180M -$3.64M -9,475 -2%
IC
136
IEQ Capital
California
$174M +$19.1M +49,681 +12%
KAS
137
Kestra Advisory Services
Texas
$173M +$90.8M +236,199 +109%
CRG
138
Cornerstone Retirement Group
Nevada
$172M -$1.98M -5,145 -1%
SG Americas Securities
139
SG Americas Securities
New York
$171M -$3.45M -8,979 -2%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$168M +$16.5K +43 +0%
GFG
141
GR Financial Group
Arizona
$168M +$169M +438,834 New
AC
142
Allstate Corporation
Illinois
$167M -$433M -1,126,608 -72%
AIM
143
Allstate Investment Management
Illinois
$167M +$168M +437,600 New
MIM
144
MetLife Investment Management
New Jersey
$167M +$24.1M +62,830 +17%
ICG
145
InterOcean Capital Group
Tennessee
$163M +$1.41M +3,667 +0.9%
SFBLI
146
Southern Farm Bureau Life Insurance
Mississippi
$163M +$12.3M +32,049 +8%
BBVA
147
Banco Bilbao Vizcaya Argentaria
Spain
$160M -$113M -293,533 -41%
SDAM
148
Shulman DeMeo Asset Management
New York
$159M -$552K -1,437 -0.3%
PFA
149
Pure Financial Advisors
California
$159M +$26.7M +69,560 +20%
Aristotle Capital Management
150
Aristotle Capital Management
California
$159M +$90.7M +236,028 +131%

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.