We are live on ! Find out more
SPY icon

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
IAA
1651
Independent Advisor Alliance
North Carolina
$2.82M +$80.7K +210 +3%
KI
1652
Kula Investments
Illinois
$2.81M +$2.83M +7,358 New
WWM
1653
WJ Wealth Management
Arizona
$2.81M -$1.97M -5,125 -41%
HWM
1654
Hassell Wealth Management
Louisiana
$2.8M +$2.71M +7,048 New
CW
1655
CIC Wealth
Maryland
$2.8M +$2.81M +7,322 New
VC
1656
Voss Capital
Texas
$2.79M +$2.81M +7,300 New
KWILP
1657
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.79M +$2.31M +6,001 +463%
BFS
1658
Bickling Financial Services
Massachusetts
$2.77M -$71.9K -187 -3%
RMC
1659
Regis Management Company
California
$2.76M
DI
1660
DFPG Investments
Utah
$2.76M +$646K +1,680 +32%
EVM
1661
Evelyn V. Moreno
$2.76M +$2.77M +7,210 New
BFIC
1662
Bedell Frazier Investment Counselling
California
$2.75M +$1.98M +5,144 +251%
PTP
1663
Platform Technology Partners
New York
$2.75M -$420K -1,092 -13%
WW
1664
Waterfront Wealth
Kansas
$2.74M -$15.8K -41 -0.6%
NCM
1665
Nelson Capital Management
California
$2.74M +$465K +1,209 +20%
BRM
1666
Boston Research & Management
Massachusetts
$2.73M
BCA
1667
Bay Colony Advisors
Massachusetts
$2.72M -$643K -1,674 -19%
RCA
1668
Ranch Capital Advisors
Florida
$2.72M -$1.92K -5 -0.1%
PP
1669
Prosperity Planning
Missouri
$2.72M
CWM
1670
Cahill Wealth Management
Michigan
$2.71M +$834K +2,169 +49%
TLA
1671
Tanglewood Legacy Advisors
Texas
$2.71M +$2.72M +7,083 New
PFA
1672
Pinnacle Family Advisors
Missouri
$2.71M +$36.9K +96 +1%
FANJ
1673
Financial Architects (New Jersey)
New Jersey
$2.71M +$89.6K +233 +3%
BTW
1674
Boston Trust Walden
Massachusetts
$2.7M
FVCM
1675
F&V Capital Management
Florida
$2.7M +$50K +130 +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.