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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
SIC
1751
Sterling Investment Counsel
New York
$2.4M
CFA
1752
Cahill Financial Advisors
Minnesota
$2.4M +$307K +800 +15%
APG
1753
Abacus Planning Group
South Carolina
$2.4M -$169K -441 -7%
PAM
1754
PVG Asset Management
Colorado
$2.39M +$2.4M +6,249 New
FFP
1755
Forbes Financial Planning
Rhode Island
$2.38M
ME
1756
McIlrath & Eck
Washington
$2.38M -$31.9K -83 -1%
UWM
1757
USAdvisors Wealth Management
Minnesota
$2.38M +$234K +610 +11%
CFFP
1758
Center for Financial Planning
Michigan
$2.38M -$2.1M -5,454 -47%
LBC
1759
Lawrence B. Cohen
$2.38M +$116K +302 +5%
FWM
1760
Forza Wealth Management
Florida
$2.38M +$2.39M +6,216 New
OCM
1761
Oribel Capital Management
New York
$2.37M +$1.56M +4,050 +188%
DWA
1762
Dorsey Wright & Associates
California
$2.37M +$2.38M +6,189 New
HHAA
1763
Henry H. Armstrong Associates
Pennsylvania
$2.36M +$1.67M +4,353 +238%
VIP
1764
Vantage Investment Partners
Missouri
$2.36M
WPC
1765
Waters Parkerson & Co
Louisiana
$2.36M -$38.8K -101 -2%
CC
1766
Centiva Capital
New York
$2.36M +$2.37M +6,175 New
EHC
1767
Everett Harris & Co
California
$2.36M -$669K -1,740 -22%
EGA
1768
Eagle Global Advisors
Texas
$2.36M +$580K +1,508 +32%
SIMG
1769
Sonora Investment Management Group
Arizona
$2.35M +$784K +2,040 +50%
HP
1770
Highlander Partners
Texas
$2.35M +$769K +2,000 +48%
DWM
1771
Denver Wealth Management
Colorado
$2.35M +$83.4K +217 +4%
HWMA
1772
Heritage Wealth Management (Arizona)
Arizona
$2.35M +$1.24M +3,236 +112%
FAM
1773
Formidable Asset Management
Ohio
$2.35M +$4.23K +11 +0.2%
TF
1774
Tompkins Financial
New York
$2.34M +$13.1K +34 +0.6%
GC
1775
Gilbert & Cook
Iowa
$2.34M -$15K -39 -0.6%

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.