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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
NA
2151
Navellier & Associates
Nevada
$1.3M +$239K +621 +22%
HCM
2152
Hutchinson Capital Management
California
$1.3M -$41.1K -107 -3%
WIC
2153
WealthBridge Investment Counsel
Alberta, Canada
$1.3M +$36.5K +95 +3%
IAS
2154
Investment Advisory Services
Texas
$1.29M +$2.69K +7 +0.2%
TWM
2155
Trevian Wealth Management
Massachusetts
$1.29M +$407K +1,060 +46%
CWM
2156
Cranbrook Wealth Management
Michigan
$1.29M -$7.69K -20 -0.6%
FA
2157
Fermata Advisors
California
$1.29M -$129K -336 -9%
ISL
2158
Ingalls & Snyder LLC
New York
$1.29M -$1.15K -3 -0.1%
FAM
2159
Family Asset Management
South Carolina
$1.29M +$1.29M +3,365 New
VC
2160
Vicus Capital
Pennsylvania
$1.28M -$678K -1,764 -12%
MSCM
2161
McElhenny Sheffield Capital Management
Texas
$1.28M -$178K -463 -12%
SM
2162
Sabby Management
Florida
$1.28M +$1.29M +3,350 New
KFA
2163
Kelleher Financial Advisors
New York
$1.28M -$306K -795 -19%
IAG
2164
Investmark Advisory Group
Connecticut
$1.28M -$344K -895 -21%
RCC
2165
Red Cedar Capital
Nebraska
$1.28M -$48.8K -127 -4%
HA
2166
HC Advisors
Georgia
$1.28M -$29.6K -77 -2%
HNWA
2167
Henrickson Nauta Wealth Advisors
Michigan
$1.28M
SIAP
2168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.27M +$2.69K +7 +0.2%
AFS
2169
Annapolis Financial Services
Maryland
$1.27M -$33.4K -87 -3%
TWM
2170
Tradition Wealth Management
Minnesota
$1.27M -$13.5K -35 -1%
AG
2171
Ascent Group
Virginia
$1.27M -$63.4K -165 -5%
RWA
2172
River Wealth Advisors
Pennsylvania
$1.27M -$86.1K -224 -6%
RWI
2173
Red Wave Investments
Pennsylvania
$1.27M +$352K +916 +38%
SC
2174
Sinecera Capital
Texas
$1.27M -$195K -508 -13%
CFA
2175
Compass Financial Advisors
Indiana
$1.26M +$3.46K +9 +0.3%

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.