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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
BSB
2001
Bangor Savings Bank
Maine
$1.68M +$52.7K +137 +3%
AWM
2002
Affinity Wealth Management
Delaware
$1.68M -$20.8K -54 -1%
GD
2003
Grandfield & Dodd
New York
$1.68M -$33.4K -87 -2%
WAS
2004
Winch Advisory Services
Wisconsin
$1.67M -$107K -279 -6%
VNA
2005
Valley National Advisers
Pennsylvania
$1.67M -$53.4K -139 -3%
OWA
2006
Octavia Wealth Advisors
Ohio
$1.67M +$117K +305 +8%
OPWM
2007
Oxinas Partners Wealth Management
Indiana
$1.66M -$248K -645 -13%
WI
2008
Wedgewood Investors
Pennsylvania
$1.66M
HWM
2009
Horizon Wealth Management
Illinois
$1.64M -$148K -384 -8%
JWS
2010
Juncture Wealth Strategies
Arizona
$1.64M -$1.55M -4,038 -48%
APW
2011
Austin Private Wealth
Texas
$1.64M +$879K +2,286 +114%
CDIA
2012
Capital Directions Investment Advisors
Georgia
$1.64M +$1.65M +4,283 New
RW
2013
Reframe Wealth
Virginia
$1.64M +$1.65M +4,283 New
HDIM
2014
Hanson & Doremus Investment Management
Vermont
$1.64M +$375K +976 +30%
KPWG
2015
KFA Private Wealth Group
Virginia
$1.63M -$105K -274 -6%
PNAA
2016
Pictet North America Advisors
Switzerland
$1.63M +$323K +841 +25%
FMTCOCP
2017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.63M -$133K -345 -7%
CAL
2018
Capital Analysts LLC
Pennsylvania
$1.63M +$249K +649 +18%
BSI
2019
Bennett Selby Investments
Maine
$1.63M +$89.2K +232 +6%
GP
2020
Girard Partners
Pennsylvania
$1.62M
MPW
2021
MA Private Wealth
California
$1.62M +$373K +971 +30%
ACP
2022
Aviance Capital Partners
Florida
$1.62M +$159K +414 +11%
TCM
2023
Tufton Capital Management
Maryland
$1.62M -$35K -91 -2%
AWP
2024
Ascent Wealth Partners
New York
$1.62M -$10.1M -26,244 -86%
BAMG
2025
Brand Asset Management Group
Missouri
$1.61M +$35.4K +92 +2%

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.