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
SMA
1726
Sage Mountain Advisors
Georgia
$2.48M +$2.49M +6,483 New
SCM
1727
Silvant Capital Management
Georgia
$2.48M
OAM
1728
Occidental Asset Management
California
$2.48M -$34.2K -89 -1%
CCM
1729
Carlson Capital Management
Minnesota
$2.47M -$6.53K -17 -0.3%
SCM
1730
SOL Capital Management
Maryland
$2.47M
TA
1731
Tactive Advisors
Florida
$2.47M +$2.48M +6,457 New
ASBI
1732
American State Bank (Iowa)
Iowa
$2.47M
AAM
1733
Austin Asset Management
Texas
$2.46M -$85.3K -222 -3%
BEAM
1734
Baker Ellis Asset Management
Washington
$2.44M +$354K +920 +17%
TC
1735
Trilogy Capital
California
$2.44M +$1.75M +4,546 +247%
UCIG
1736
Ulrich Consultants & Investment Group
New Mexico
$2.44M +$184K +479 +8%
SWM
1737
Selective Wealth Management
Virginia
$2.44M +$306K +795 +15%
BA
1738
BCM Advisors
Louisiana
$2.44M +$11.1K +29 +0.5%
AF
1739
Aldebaran Financial
$2.44M -$30.7K -80 -1%
HCMT
1740
Highland Capital Management (Tennessee)
Tennessee
$2.44M -$6.15K -16 -0.3%
FA
1741
FDx Advisors
Illinois
$2.43M +$586K +1,525 +32%
DP
1742
DDD Partners
Washington
$2.43M +$246K +641 +11%
CPW
1743
Catalyst Private Wealth
California
$2.43M +$341K +886 +16%
ECAM
1744
East Coast Asset Management
Massachusetts
$2.42M
PNC
1745
Park National Corp
Ohio
$2.42M +$2.43M +6,330 New
SFG
1746
Sterling Financial Group
California
$2.42M +$2.43M +6,328 New
ZCI
1747
Zevenbergen Capital Investments
Washington
$2.42M +$904K +2,353 +59%
CAAS
1748
Capital Asset Advisory Services
Michigan
$2.41M -$3.84K -10 -0.2%
WG
1749
Welch Group
Alabama
$2.41M +$2.42M +6,293 New
MIAS
1750
Mason Investment Advisory Services
Virginia
$2.4M +$27.7K +72 +1%

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.