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
EAM
1851
Empirical Asset Management
Massachusetts
$2.09M +$728K +1,893 +53%
TW
1852
Towerpoint Wealth
California
$2.09M +$20.4K +53 +1%
TLP
1853
Trinity Legacy Partners
Texas
$2.08M -$1.12M -2,921 -35%
MC
1854
Middleton & Co
Massachusetts
$2.08M -$59.6K -155 -3%
ESB
1855
Essex Savings Bank
Connecticut
$2.08M +$113K +295 +6%
MAM
1856
Marquette Asset Management
Minnesota
$2.08M -$1.32M -3,427 -39%
LWM
1857
LJI Wealth Management
Indiana
$2.08M +$2.09M +5,434 New
RCM
1858
Raleigh Capital Management
North Carolina
$2.08M +$927K +2,413 +80%
SWA
1859
SOA Wealth Advisors
New York
$2.08M -$83K -216 -4%
MCP
1860
Mirador Capital Partners
California
$2.08M +$1.52M +3,960 +270%
1IA
1861
1834 Investment Advisors
Wisconsin
$2.08M -$5.38K -14 -0.3%
IPGDR
1862
Investidor Profissional Gestao de Recursos
Brazil
$2.07M +$2.08M +5,420 New
HIS
1863
Harvest Investment Services
Illinois
$2.07M +$518K +1,349 +33%
DWA
1864
Douglass Winthrop Advisors
New York
$2.06M +$690K +1,794 +50%
SIG
1865
Sky Investment Group
Connecticut
$2.06M +$66.9K +174 +3%
HCA
1866
Harbour Capital Advisors
Virginia
$2.05M -$154K -400 -7%
MFWP
1867
Mosaic Family Wealth Partners
Missouri
$2.04M +$2.05M +5,345 New
JIP
1868
Jaffetilchin Investment Partners
Florida
$2.04M -$700K -1,822 -25%
MIC
1869
Means Investment Company
Maine
$2.03M -$229K -597 -10%
CC
1870
Cadinha & Co
Hawaii
$2.03M -$346K -899 -15%
BWM
1871
Baystate Wealth Management
Massachusetts
$2.02M +$546K +1,421 +37%
PCM
1872
Parsons Capital Management
Rhode Island
$2.02M +$21.5K +56 +1%
AMG
1873
Asset Management Group
Connecticut
$2.01M -$1.54K -4 -0.1%
PFWA
1874
Paces Ferry Wealth Advisors
Georgia
$2.01M +$2.31K +6 +0.1%
IIC
1875
Ironwood Investment Counsel
Arizona
$2.01M +$710K +1,846 +54%

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.