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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
NCM
1901
Noesis Capital Mangement
Florida
$1.94M +$4.23K +11 +0.2%
HFBOT
1902
Home Federal Bank of Tennessee
Tennessee
$1.94M
EFG
1903
Erickson Financial Group
Pennsylvania
$1.94M +$304K +792 +19%
SPFA
1904
Summit Place Financial Advisors
New Jersey
$1.93M
IF
1905
Ironwood Financial
Arizona
$1.93M +$207K +538 +12%
MCM
1906
MV Capital Management
Maryland
$1.93M +$685K +1,781 +54%
FNWM
1907
Financial Network Wealth Management
Utah
$1.93M -$11.9K -31 -0.6%
WPW
1908
Watershed Private Wealth
Illinois
$1.93M +$1.94M +5,049 New
PWS
1909
Peterson Wealth Services
Utah
$1.93M +$1.3M +3,387 +205%
MMPW
1910
Mitchell McLeod Pugh & Williams
Alabama
$1.93M +$92.2K +240 +5%
AIM
1911
Anchor Investment Management
South Carolina
$1.93M +$34.2K +89 +2%
PBC
1912
Pavion Blue Capital
California
$1.92M +$11.5K +30 +0.6%
DSC
1913
Duncker Streett & Co
Missouri
$1.91M -$69.2K -180 -3%
TAL
1914
TIG Advisors LLC
New York
$1.91M -$10.1M -26,213 -84%
IFO
1915
Intrepid Family Office
Florida
$1.91M +$1.92M +5,000 New
OGC
1916
One68 Global Capital
New York
$1.91M +$1.92M +5,000 New
SOS
1917
Silver Oak Securities
Tennessee
$1.91M -$78.8K -205 -4%
PMAM
1918
Picton Mahoney Asset Management
Ontario, Canada
$1.91M +$38.4K +100 +2%
JIR
1919
James Investment Research
Ohio
$1.9M +$114K +296 +6%
HWA
1920
HCR Wealth Advisors
California
$1.9M +$13.8K +36 +0.7%
SA
1921
Sunesis Advisors
Kansas
$1.89M
WCP
1922
Wick Capital Partners
Pennsylvania
$1.89M -$65.3K -170 -3%
MS
1923
Marshall & Sullivan
Washington
$1.89M -$52.3K -136 -3%
GAM
1924
Gemmer Asset Management
California
$1.89M -$37.7K -98 -2%
BIA
1925
BHK Investment Advisors
Alabama
$1.88M

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.