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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
NEAM
201
New England Asset Management
Connecticut
$101M +$8.52M +22,160 +9%
TWC
202
TD Waterhouse Canada
Ontario, Canada
$101M +$1.7M +4,434 +2%
MM
203
Main Management
California
$100M -$4.58M -11,904 -4%
CCA
204
Conservest Capital Advisors
Pennsylvania
$99.7M +$100M +260,597 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$99.2M +$22.6M +58,700 +29%
EB
206
Eastern Bank
Massachusetts
$98.2M +$5.47M +14,239 +6%
AF
207
Allworth Financial
California
$97.9M -$7.52M -19,572 -7%
MC
208
Minot Capital
Colorado
$97.7M +$46.2M +120,164 +89%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$96.2M +$9.17M +23,865 +10%
SQA
210
Simon Quick Advisors
New Jersey
$95M +$2.16M +5,632 +2%
AA
211
Alesco Advisors
New York
$94.8M -$3.92M -10,205 -4%
MAM
212
Madison Asset Management
Wisconsin
$93.8M +$12.1M +31,539 +15%
EWA
213
EP Wealth Advisors
California
$93.6M +$13.7M +35,651 +17%
BF
214
BOK Financial
Oklahoma
$93.5M +$14M +36,503 +18%
BS
215
Banco Santander
Spain
$92.4M +$1.39M +3,620 +2%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$90.2M +$25.7M +66,960 +40%
KHLMVGHM
217
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$89.9M +$13.5M +35,050 +18%
FWM
218
FFT Wealth Management
Pennsylvania
$89.4M +$497K +1,294 +0.6%
SCM
219
SCS Capital Management
Massachusetts
$89.2M -$1.12M -2,918 -1%
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$88.9M +$42.2M +109,769 +89%
MTWSIF
221
Mivtachim The Workers Social Insurance Fund
Israel
$88.8M
HBT
222
Hills Bank & Trust
Iowa
$88.8M -$1.75M -4,549 -2%
WFA
223
West Financial Advisors
Iowa
$88.6M +$3.27M +8,499 +4%
TA
224
Teramo Advisors
Florida
$88M +$10.6M +27,600 +14%
LC
225
Loews Corp
New York
$88M +$88.4M +230,000 New

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.