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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
AUB
2126
Atlantic Union Bankshares
Virginia
$1.37M -$40K -104 -3%
3F
2127
360 Financial
Minnesota
$1.37M
PP
2128
PrairieView Partners
Minnesota
$1.37M +$620K +1,613 +82%
OAM
2129
Oberweis Asset Management
Illinois
$1.37M -$28.1K -73 -2%
ODIJL
2130
One Day In July LLC
Vermont
$1.36M -$5.76K -15 -0.4%
SIP
2131
Stoneridge Investment Partners
Pennsylvania
$1.35M -$48.4K -126 -3%
Betterment LLC
2132
Betterment LLC
New York
$1.35M +$860K +2,237 +172%
CANC
2133
Culbertson A N & Co
Virginia
$1.35M -$192K -500 -12%
SMWM
2134
Silvia McColl Wealth Management
California
$1.35M +$1.36M +3,534 New
PAIM
2135
Punch & Associates Investment Management
Minnesota
$1.35M -$166K -432 -11%
HKAM
2136
Horizon Kinetics Asset Management
New York
$1.35M -$119K -309 -8%
OPA
2137
Old Port Advisors
Maine
$1.34M +$48.4K +126 +4%
CBT
2138
CoreFirst Bank & Trust
Kansas
$1.34M
AWM
2139
Avior Wealth Management
Nebraska
$1.34M -$125K -326 -9%
POIA
2140
Pin Oak Investment Advisors
Texas
$1.33M
AWM
2141
Altus Wealth Management
Kentucky
$1.33M +$737K +1,918 +122%
SAS
2142
Sanford Advisory Services
Michigan
$1.33M -$18.8K -49 -1%
LNWTC
2143
Laird Norton Wetherby Trust Company
Washington
$1.33M
9WM
2144
9258 Wealth Management
Ohio
$1.32M -$22.3K -58 -2%
RFA
2145
RTD Financial Advisors
Pennsylvania
$1.32M +$24.6K +64 +2%
WPP
2146
Whalerock Point Partners
Rhode Island
$1.32M +$62.6K +163 +5%
Nomura Asset Management
2147
Nomura Asset Management
Japan
$1.31M +$384K +1,000 +41%
CWM
2148
Centurion Wealth Management
Virginia
$1.3M +$1.31M +3,412 New
NG
2149
Northstar Group
New York
$1.3M -$19.2K -50 -1%
HWM
2150
Hemington Wealth Management
Virginia
$1.3M

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.