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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
2251
Nordwand Advisors
Pennsylvania
$1.12M +$1.13M +2,940 New
MPW
2252
Monterey Private Wealth
California
$1.12M +$521K +1,355 +86%
FFS
2253
Founders Financial Securities
Maryland
$1.12M -$1.13M -2,936 -50%
CIC
2254
Cutler Investment Counsel
Oregon
$1.12M +$3.08K +8 +0.3%
ECM
2255
Exchange Capital Management
Michigan
$1.11M -$20.8K -54 -2%
HB
2256
Horizon Bancorp
Indiana
$1.11M +$1.12M +2,909 New
RFO
2257
RiverGlades Family Offices
Florida
$1.11M +$1.12M +2,901 New
SGK
2258
Steigerwald Gordon & Koch
Virginia
$1.11M -$91.9K -239 -8%
WHCI
2259
W.H. Cornerstone Investments
Massachusetts
$1.1M -$64.6K -168 -6%
PFG
2260
Prosperity Financial Group
California
$1.1M +$1.11M +2,888 New
MLIC
2261
Mandatum Life Insurance Company
Finland
$1.1M
FFP
2262
FourThought Financial Partners
Florida
$1.1M +$1.11M +2,883 New
CI
2263
Cigna Investments
Connecticut
$1.1M -$23.1K -60 -2%
CWA
2264
Consilio Wealth Advisors
Washington
$1.1M -$307K -798 -22%
SFM
2265
Stack Financial Management
Montana
$1.1M +$84.6K +220 +8%
SAMC
2266
Spectrum Asset Management (California)
California
$1.09M
RFN
2267
Redwood Financial Network
Ohio
$1.09M +$193K +501 +21%
RFA
2268
Register Financial Advisors
Georgia
$1.09M +$1.09M +2,847 New
HIMC
2269
Heritage Investors Management Corp
Maryland
$1.09M -$24.6K -64 -2%
ACIM
2270
Azimuth Capital Investment Management
Michigan
$1.08M +$743K +1,933 +215%
CT
2271
Columbia Trust
Oregon
$1.08M +$670K +1,744 +160%
AA
2272
Altman Advisors
Illinois
$1.08M +$30K +78 +3%
WWM
2273
Westwood Wealth Management
California
$1.08M +$38.4K +100 +4%
SFP
2274
Sterling Financial Planning
New Jersey
$1.08M +$16.1K +42 +2%
PWM
2275
Prosperity Wealth Management
California
$1.08M +$1.08M +2,816 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.