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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
QPW
2051
Quantum Private Wealth
Florida
$1.54M -$2.69K -7 -0.2%
TWP
2052
Tempus Wealth Planning
California
$1.54M -$36.9K -96 -2%
NWMG
2053
National Wealth Management Group
Ohio
$1.54M +$371K +964 +31%
LA
2054
Lifeworks Advisors
Michigan
$1.54M +$48.8K +127 +3%
HPA
2055
High Probability Advisors
New York
$1.54M +$53.8K +140 +4%
MLFP
2056
MPS Loria Financial Planners
Illinois
$1.53M -$7.46M -19,415 -83%
HL
2057
HeadInvest LLC
Maine
$1.53M +$36.9K +96 +2%
CA
2058
Continuum Advisory
Idaho
$1.53M +$143K +371 +7%
AFGAS
2059
Allegiance Financial Group Advisory Services
Virginia
$1.52M +$1.53M +3,983 New
ESBC
2060
E.S. Barr & Co
Kentucky
$1.52M -$60.3K -157 -4%
LFA
2061
LGT Financial Advisors
Texas
$1.52M +$1.53M +3,969 New
PCH
2062
PGIM Custom Harvest
New Jersey
$1.51M +$1.52M +3,960 New
FCFC
2063
First Commonwealth Financial Corp
Pennsylvania
$1.51M +$50K +130 +3%
PI
2064
Parkside Investments
Illinois
$1.51M -$14.6K -38 -1%
MWM
2065
Merriman Wealth Management
Washington
$1.51M +$1.15K +3 +0.1%
FRA
2066
Front Row Advisors
California
$1.51M +$74.6K +194 +5%
TP
2067
Tranquility Partners
Tennessee
$1.51M -$20K -52 -1%
GP
2068
Geneva Partners
Wisconsin
$1.51M -$74.6K -194 -5%
SWM
2069
Sculati Wealth Management
Michigan
$1.51M +$26.9K +70 +2%
SGCA
2070
Steel Grove Capital Advisors
Tennessee
$1.5M -$77.6K -202 -5%
SCG
2071
Sonata Capital Group
Washington
$1.5M +$60K +156 +4%
CWM
2072
Centric Wealth Management
Illinois
$1.5M +$1.51M +3,923 New
SF
2073
SBK Financial
Virginia
$1.5M -$16.5K -43 -1%
SFG
2074
Sage Financial Group
Pennsylvania
$1.49M +$78.8K +205 +6%
IWS
2075
Insight Wealth Strategies
California
$1.48M +$20K +52 +1%

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.