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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
CPSAC
1801
Chas P. Smith & Associates (CPS)
Florida
$2.27M +$183K +476 +9%
T. Rowe Price Associates
1802
T. Rowe Price Associates
Maryland
$2.26M +$193K +503 +9%
OFG
1803
Omega Financial Group
California
$2.26M -$986K -2,566 -30%
IA
1804
Insight Advisors
Pennsylvania
$2.26M -$67.6K -176 -3%
OFW
1805
Omnia Family Wealth
Florida
$2.26M
PAMG
1806
Patton Albertson Miller Group
Tennessee
$2.25M +$848K +2,207 +60%
LG
1807
LaFleur & Godfrey
Michigan
$2.25M +$101K +262 +5%
THL
1808
Tillman Hartley LLC
Colorado
$2.24M +$2.25M +5,851 New
KM
1809
Kalos Management
Georgia
$2.23M -$412K -1,072 -16%
T
1810
TRUADVICE
Florida
$2.23M +$196K +509 +10%
RMAM
1811
Raab & Moskowitz Asset Management
New Jersey
$2.23M -$52.7K -137 -2%
WMP
1812
Wealth Management Partners
Arizona
$2.23M
AIM
1813
Acropolis Investment Management
Missouri
$2.23M +$384 +1 +0%
FMTC
1814
Farmers & Merchants Trust Company
California
$2.23M +$778K +2,025 +53%
BFA
1815
Beaumont Financial Advisors
Massachusetts
$2.23M -$214K -558 -9%
CHC
1816
City Holding Co
West Virginia
$2.23M -$16.9K -44 -0.8%
MWA
1817
Martel Wealth Advisors
Washington
$2.22M +$247K +642 +12%
MPCG
1818
Matrix Private Capital Group
New York
$2.21M -$1.92K -5 -0.1%
FSWA
1819
Financial Synergies Wealth Advisors
Texas
$2.21M +$25.4K +66 +1%
WAM
1820
WNY Asset Management
New York
$2.21M +$76.9K +200 +4%
NAS
1821
Nicolet Advisory Services
Wisconsin
$2.2M +$1.39M +3,615 +185%
AC
1822
AlphaCore Capital
California
$2.2M +$164K +427 +8%
OHWP
1823
Oak Harbor Wealth Partners
North Carolina
$2.2M -$35.4K -92 -2%
LW
1824
Libra Wealth
California
$2.19M
API
1825
Advisor Partners II
California
$2.19M -$61.5K -160 -3%

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.