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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
IFA
1776
Index Fund Advisors
California
$2.33M +$76.5K +199 +3%
WIM
1777
WealthPlan Investment Management
Nebraska
$2.33M -$193K -501 -8%
WP
1778
WealthPLAN Partners
Nebraska
$2.32M +$2.16M +5,632 New
RW
1779
Rede Wealth
Virginia
$2.32M -$325K -845 -12%
PMG
1780
ProVise Management Group
Florida
$2.31M -$272K -708 -10%
SFM
1781
Signet Financial Management
New Jersey
$2.31M -$50K -130 -2%
FA
1782
Fagan Associates
New York
$2.31M -$30.4K -79 -1%
I
1783
INVST
Indiana
$2.31M -$2.62M -6,818 -55%
WKSWA
1784
White Knight Strategic Wealth Advisors
New Jersey
$2.31M +$444K +1,154 +24%
LWM
1785
Lionsbridge Wealth Management
Florida
$2.3M +$2.31M +6,004 New
MAM
1786
Moelis Asset Management
New York
$2.29M +$2.31M +6,000 New
BC
1787
Burney Company
Virginia
$2.29M -$37.3K -97 -2%
NSAM
1788
North Star Asset Management
Wisconsin
$2.29M +$25.8K +67 +1%
FP
1789
Financial Perspectives
Minnesota
$2.29M +$28.1K +73 +1%
CPFP
1790
Clear Perspectives Financial Planning
Ohio
$2.29M -$64.2K -167 -3%
BF
1791
Blankinship & Foster
California
$2.28M +$1.54K +4 +0.1%
FWM
1792
Fairhaven Wealth Management
Illinois
$2.28M +$16.9K +44 +0.7%
WAL
1793
W Advisors LLC
Tennessee
$2.28M +$384 +1 +0%
ECG
1794
EPIQ Capital Group
California
$2.28M +$435K +1,132 +24%
BCM
1795
BlueCrest Capital Management
Jersey
$2.28M -$30.7M -79,864 -93%
BFA
1796
Beacon Financial Advisory
Ohio
$2.27M -$298K -775 -12%
LGWM
1797
Litman Gregory Wealth Management
California
$2.27M -$28.1K -73 -1%
WJA
1798
Willis Johnson & Associates
Texas
$2.27M -$151K -393 -6%
TVAMP
1799
Tennessee Valley Asset Management Partners
Tennessee
$2.27M -$211K -549 -8%
ATPW
1800
Ashton Thomas Private Wealth
Arizona
$2.27M +$15.4K +40 +0.7%

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.