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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
AWM
1526
Alterna Wealth Management
Texas
$3.47M -$36.1K -94 -1%
CWP
1527
CFM Wealth Partners
Texas
$3.47M +$302K +786 +9%
CC
1528
Callan Capital
California
$3.46M -$25.4K -66 -0.7%
OIM
1529
Orca Investment Management
Oregon
$3.46M -$16.5K -43 -0.5%
UL
1530
Unionview LLC
Washington
$3.45M +$11.5K +30 +0.3%
FHC
1531
First Heartland Consultants
Missouri
$3.45M +$516K +1,343 +18%
MAS
1532
Madden Advisory Services
Florida
$3.45M -$141K -367 -4%
W
1533
WPWealth
Texas
$3.43M +$3.44M +8,958 New
MP
1534
McDonald Partners
Ohio
$3.42M +$113K +293 +3%
V
1535
VeraBank
Texas
$3.42M +$228K +593 +7%
M
1536
MetLife
New York
$3.42M -$143K -371 -4%
EL
1537
EMFO LLC
Florida
$3.41M -$52.3K -136 -2%
LWP
1538
Laurel Wealth Planning
Minnesota
$3.41M +$3.23M +8,396 +1,581%
EIM
1539
Essex Investment Management
Massachusetts
$3.41M +$3.05M +7,941 +809%
RGC
1540
Roberts, Glore & Co
Illinois
$3.41M -$42.3K -110 -1%
PSCM
1541
Per Stirling Capital Management
Texas
$3.41M +$3.43M +8,915 New
SCM
1542
Sterneck Capital Management
Missouri
$3.41M -$14.2K -37 -0.4%
AC
1543
Apella Capital
Connecticut
$3.41M +$81.1K +211 +2%
PO
1544
Private Ocean
California
$3.41M -$179K -466 -5%
RWM
1545
RKL Wealth Management
Pennsylvania
$3.4M
SFS
1546
Security Financial Services
Indiana
$3.4M -$264K -687 -7%
SEIA
1547
Signature Estate & Investment Advisors
California
$3.39M +$292K +761 +9%
BIG
1548
Builder Investment Group
Georgia
$3.39M +$3.41M +8,867 New
WA
1549
Wealthstream Advisors
New York
$3.38M -$70.3K -183 -2%
P
1550
Palladiem
Pennsylvania
$3.38M -$563K -1,465 -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.