We are live on ! Find out more
SPY icon

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
ST
2176
Sabal Trust
Florida
$1.26M -$36.1K -94 -3%
BFA
2177
Bill Few Associates
Pennsylvania
$1.26M +$8.84K +23 +0.7%
P8IP
2178
Pier 88 Investment Partners
California
$1.26M +$1.27M +3,300 New
CCG
2179
Cloverfields Capital Group
Minnesota
$1.26M +$1.27M +3,296 New
WP
2180
WealthShield Partners
North Carolina
$1.26M +$16.1K +42 +1%
VCM
2181
Violich Capital Management
California
$1.26M
AI
2182
Aperture Investors
New York
$1.26M -$1.54M -4,005 -55%
OWA
2183
Opal Wealth Advisors
New York
$1.26M +$13.8K +36 +1%
C
2184
CEDRUS
Colorado
$1.25M -$2.31K -6 -0.2%
KCM
2185
Kornitzer Capital Management
Kansas
$1.25M
SWM
2186
Shakespeare Wealth Management
Wisconsin
$1.25M -$61.5K -160 -5%
BOM
2187
Bank of Marin
California
$1.24M
MCM
2188
Maple Capital Management
Vermont
$1.24M +$386K +1,003 +45%
RC
2189
Randolph Company
Ohio
$1.24M
MCM
2190
McMillion Capital Management
North Carolina
$1.24M -$120K -311 -9%
PFGIA
2191
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M -$66.1K -172 -5%
PCG
2192
Prosperity Consulting Group
Maryland
$1.24M +$102K +265 +9%
BWM
2193
BCS Wealth Management
Tennessee
$1.23M -$196K -509 -14%
ELC
2194
Edgar Lomax Company
Virginia
$1.23M
BWM
2195
BerganKDV Wealth Management
Minnesota
$1.23M -$71.9K -187 -5%
MJRIC
2196
Mogy Joel R Investment Counsel
California
$1.23M -$146K -380 -11%
GHAM
2197
Gilman Hill Asset Management
Connecticut
$1.22M -$3.84K -10 -0.3%
TSWM
2198
Triangle Securities Wealth Management
North Carolina
$1.22M -$143K -371 -10%
GSB
2199
Greenfield Savings Bank
Massachusetts
$1.22M +$34.6K +90 +3%
PCMC
2200
Private Capital Management (Colorado)
Colorado
$1.21M -$6.53K -17 -0.5%

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.