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
NWM
2276
Navigation Wealth Management
Colorado
$1.07M +$878K +2,285 +449%
DWM
2277
Dopkins Wealth Management
New York
$1.07M +$9.61K +25 +0.9%
BWM
2278
BlackDiamond Wealth Management
New York
$1.06M -$53K -138 -5%
SM
2279
Sensible Money
Arizona
$1.06M +$1.07M +2,775 New
OBWG
2280
Onyx Bridge Wealth Group
New York
$1.06M +$11.9K +31 +1%
BIA
2281
Bell Investment Advisors
California
$1.06M +$733K +1,906 +220%
OHIS
2282
Oak Harvest Investment Services
Texas
$1.06M +$181K +470 +20%
EFL
2283
ERn Financial LLC
Wisconsin
$1.06M
SG
2284
Somerset Group
Minnesota
$1.06M +$48.4K +126 +5%
CWM
2285
Campbell Wealth Management
Virginia
$1.05M -$5K -13 -0.5%
VCP
2286
Verus Capital Partners
Arizona
$1.05M -$129K -336 -11%
EBA
2287
Eagle Bay Advisors
New York
$1.04M +$148K +385 +16%
AWA
2288
ARQ Wealth Advisors
Arizona
$1.04M +$15K +39 +1%
IIL
2289
Insight Inv LLC
California
$1.04M
SCA
2290
Stonebridge Capital Advisors
Minnesota
$1.04M +$389K +1,012 +59%
SC
2291
Soundwatch Capital
Connecticut
$1.04M +$344K +896 +31%
WAAG
2292
Wealth Alliance Advisory Group
Kansas
$1.03M -$1.43M -3,729 -58%
MA
2293
MBA Advisors
Pennsylvania
$1.03M -$698K -1,816 -40%
RWPA
2294
Richard W. Paul & Associates
Michigan
$1.03M +$1.03M +2,691 New
GGS
2295
Galvin Gaustad & Stein
Arizona
$1.03M +$555K +1,444 +116%
RDWM
2296
Red Door Wealth Management
Tennessee
$1.03M -$80.7K -210 -7%
PHS
2297
Pekin Hardy Strauss
Illinois
$1.03M -$131K -342 -11%
CG
2298
CFO4Life Group
Texas
$1.03M +$25K +65 +2%
C
2299
CFO4Life
Texas
$1.03M +$1.03M +2,681 New
TF
2300
Theory Financial
Colorado
$1.02M +$1.03M +2,680 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.