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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
SG
1626
StoneX Group
New York
$2.98M +$2.98M +7,758 New
OGF
1627
Orin Green Financial
California
$2.98M -$32.3K -84 -1%
MSAGDF
1628
Moneda SA Administradora General de Fondos
Chile
$2.96M -$9.99K -26 -0.3%
AFAS
1629
Acorn Financial Advisory Services
Virginia
$2.96M -$7.3K -19 -0.2%
LCS
1630
Levin Capital Strategies
New York
$2.96M +$854K +2,221 +40%
Wealth Enhancement Advisory Services
1631
Wealth Enhancement Advisory Services
Minnesota
$2.95M -$259K -673 -8%
RWML
1632
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.93M +$2.31K +6 +0.1%
SIC
1633
Samalin Investment Counsel
New York
$2.92M -$39.2K -102 -1%
PSIWM
1634
Paradigm Strategies in Wealth Management
Minnesota
$2.92M +$17.3K +45 +0.6%
DFA
1635
DHJJ Financial Advisors
Illinois
$2.89M -$213K -554 -7%
PBT
1636
Pictet Bank & Trust
Bahamas
$2.88M +$19.2K +50 +0.7%
SNT
1637
SIG North Trading
Pennsylvania
$2.87M -$23.8M -62,009 -89%
CB
1638
Centennial Bank
Arkansas
$2.87M +$2.88M +7,494 New
SSWM
1639
Strait & Sound Wealth Management
California
$2.86M +$2.77M +7,200 New
BIM
1640
Baldwin Investment Management
Pennsylvania
$2.86M -$9.61K -25 -0.3%
PPW
1641
Pasadena Private Wealth
California
$2.85M +$6.92K +18 +0.2%
NCM
1642
Northwest Capital Management
Oregon
$2.85M +$560K +1,458 +24%
PAA
1643
Peregrine Asset Advisers
Oregon
$2.84M +$278K +724 +11%
HCM
1644
Hengehold Capital Management
Ohio
$2.84M +$559K +1,455 +24%
LWA
1645
LWS Wealth Advisors
New Jersey
$2.83M +$998K +2,596 +54%
PC
1646
Permanens Capital
New York
$2.83M -$91.9K -239 -3%
WAMC
1647
Western Asset Management Company
California
$2.83M +$62.3K +162 +2%
CQS
1648
Credential Qtrade Securities
$2.83M +$1.05M +2,744 +59%
NPT
1649
Nixon Peabody Trust
Massachusetts
$2.82M -$49.2K -128 -2%
SF
1650
Symphony Financial
Texas
$2.82M -$801K -2,085 -22%

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.