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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
RIG
2201
Renaissance Investment Group
Massachusetts
$1.21M -$4.23K -11 -0.3%
AIP
2202
Ahrens Investment Partners
Louisiana
$1.21M +$767K +1,996 +171%
SAM
2203
SignalPoint Asset Management
Missouri
$1.21M +$18.1K +47 +2%
SI
2204
Shaker Investments
Ohio
$1.21M +$11.5K +30 +1%
KFS
2205
Kelly Financial Services
Massachusetts
$1.2M +$616K +1,602 +104%
HAS
2206
HBW Advisory Services
California
$1.2M +$242K +629 +25%
FCAG
2207
First Capital Advisors Group
New Jersey
$1.2M -$374K -973 -24%
SC
2208
Solstein Capital
California
$1.2M -$30.4K -79 -2%
GAMC
2209
Garner Asset Management Corp
Texas
$1.2M +$2.31K +6 +0.2%
EWM
2210
EPG Wealth Management
Georgia
$1.19M -$119K -310 -9%
SCA
2211
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M -$27.3K -71 -2%
CNC
2212
Citizens & Northern Corp
Pennsylvania
$1.19M
GF
2213
Goodman Financial
Texas
$1.19M -$362K -942 -23%
BS
2214
Bessemer Securities
New York
$1.19M +$1.19M +3,105 New
ACM
2215
Ayrshire Capital Management
Connecticut
$1.19M
OCM
2216
Ovata Capital Management
Hong Kong
$1.19M +$1.19M +3,100 New
LJAC
2217
L.J. Altfest & Co
New York
$1.19M -$69.2K -180 -5%
DAM
2218
Delta Asset Management
Tennessee
$1.18M -$1.54K -4 -0.1%
CIAS
2219
CFS Investment Advisory Services
New Jersey
$1.18M -$420M -1,093,675 -100%
MCM
2220
Mattern Capital Management
Colorado
$1.17M +$40.7K +106 +4%
LK
2221
Lumbard & Kellner
New Hampshire
$1.17M
MF
2222
Meridian Financial
Massachusetts
$1.17M
MWAM
2223
Manhattan West Asset Management
California
$1.17M -$107K -279 -8%
CFMC
2224
Curbstone Financial Management Corp
New Hampshire
$1.17M
LWIC
2225
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.16M -$20.8K -54 -2%

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.