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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
SAM
1826
Selway Asset Management
$2.19M
DWMG
1827
DB Wealth Management Group
California
$2.19M -$720K -1,872 -25%
NL
1828
NVWM LLC
Pennsylvania
$2.19M +$198K +514 +10%
TFA
1829
Toth Financial Advisory
Virginia
$2.18M +$184K +480 +9%
FCA
1830
FinTrust Capital Advisors
South Carolina
$2.18M +$1.31M +3,410 +149%
MSS
1831
Mitchell Sinkler & Starr
Pennsylvania
$2.16M +$477K +1,240 +28%
IWMA
1832
Ironwood Wealth Management (Arizona)
Arizona
$2.16M +$398K +1,035 +22%
T
1833
TNF
Montana
$2.16M -$2.31K -6 -0.1%
FAN
1834
Financial Advisors Network
California
$2.16M +$204K +531 +10%
EWA
1835
EverSource Wealth Advisors
Alabama
$2.16M +$1.17M +3,038 +117%
BWA
1836
Beam Wealth Advisors
Louisiana
$2.15M -$176K -457 -8%
VWA
1837
Visionary Wealth Advisors
Illinois
$2.15M +$135K +351 +7%
VFP
1838
Verus Financial Partners
Virginia
$2.15M -$95.3K -248 -4%
MFGM
1839
Marshall Financial Group (Maryland)
Maryland
$2.14M +$1.38M +3,583 +178%
SN
1840
Sittner & Nelson
Oregon
$2.14M
AAMC
1841
Asset Allocation & Management Company
Illinois
$2.14M
LFS
1842
Legacy Financial Strategies
Kansas
$2.14M +$61.5K +160 +3%
FNB
1843
Farmers National Bank
Kentucky
$2.13M +$1.06M +2,766 +99%
RC
1844
Rovin Capital
Arizona
$2.13M -$138K -359 -6%
HNWAG
1845
High Net Worth Advisory Group
Florida
$2.12M +$36.1K +94 +2%
RSVP
1846
Ramsay Stattman Vela & Price
Colorado
$2.12M -$73.8K -192 -3%
CCS
1847
Concentric Capital Strategies
Connecticut
$2.11M +$1.79M +4,658 +550%
GPCM
1848
Granite Point Capital Management
Massachusetts
$2.1M
EFI
1849
EHP Funds Inc
Canada
$2.1M +$1.11M +2,900 +112%
LMKC
1850
L.M. Kohn & Company
Ohio
$2.09M +$384 +1 +0%

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.