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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
SSWM
2076
Sheets Smith Wealth Management
North Carolina
$1.48M +$38.4K +100 +3%
PI
2077
PFS Investments
Georgia
$1.47M +$195K +508 +15%
FCIM
2078
Fairview Capital Investment Management
California
$1.47M +$572K +1,488 +63%
CA
2079
Cambridge Advisors
Nebraska
$1.47M
DSA
2080
Droms Strauss Advisors
Missouri
$1.47M +$16.1K +42 +1%
CRIG
2081
Charter Research & Investment Group
Connecticut
$1.47M
SWA
2082
Strata Wealth Advisors
Texas
$1.47M +$1.48M +3,839 New
VDI
2083
Vaughan David Investments
Illinois
$1.47M +$310K +806 +27%
SCM
2084
Sebold Capital Management
Illinois
$1.46M +$1.47M +3,819 New
FAT
2085
First American Trust
California
$1.46M +$102K +266 +8%
APIM
2086
Agate Pass Investment Management
Washington
$1.46M -$163K -424 -10%
WWMSC
2087
Wagner Wealth Management (South Carolina)
South Carolina
$1.45M -$292K -760 -17%
Aberdeen Group
2088
Aberdeen Group
United Kingdom
$1.45M -$8.84M -22,998 -86%
AMIM
2089
Aull & Monroe Investment Management
Alabama
$1.45M -$76.9K -200 -5%
WIA
2090
Westbourne Investment Advisors
Maryland
$1.44M +$49.6K +129 +4%
FWM
2091
FMB Wealth Management
California
$1.44M +$1.45M +3,775 New
BDF
2092
Black Diamond Financial
Maryland
$1.44M
EWM
2093
Endurance Wealth Management
Rhode Island
$1.44M +$152K +396 +12%
AWM
2094
Abound Wealth Management
Tennessee
$1.44M +$403K +1,048 +39%
MA
2095
McBroom & Associates
Nevada
$1.43M -$339K -883 -19%
EP
2096
Eudaimonia Partners
Tennessee
$1.43M +$384 +1 +0%
ACS
2097
Archford Capital Strategies
Illinois
$1.42M +$26.1K +68 +2%
BONST
2098
Bank of Nova Scotia Trust
Ontario, Canada
$1.42M +$1.92K +5 +0.1%
BAM
2099
Banta Asset Management
California
$1.41M -$7.69K -20 -0.5%
LIG
2100
Lokken Investment Group
Delaware
$1.41M +$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.