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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
QT
2301
Quantbot Technologies
New York
$1.02M -$362K -943 -26%
PCA
2302
Private Capital Advisors
Connecticut
$1.02M
CWAF
2303
Core Wealth Advisors (Florida)
Florida
$1.02M +$14.2K +37 +1%
IHL
2304
Investment House LLC
California
$1.02M -$43.6M -113,446 -98%
OWM
2305
Orgel Wealth Management
Wisconsin
$1.02M +$53.4K +139 +6%
NAMM
2306
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.02M -$43.8K -114 -4%
PA
2307
Parkside Advisors
California
$1.02M +$126K +327 +14%
LRIA
2308
Leonard Rickey Investment Advisors
Washington
$1.01M -$5.38K -14 -0.5%
BTIM
2309
BancFirst Trust & Investment Management
Oklahoma
$1.01M
DIA
2310
Dana Investment Advisors
Wisconsin
$1.01M -$247K -643 -20%
PWM
2311
PRW Wealth Management
Massachusetts
$1.01M -$115K -300 -10%
P
2312
&Partners
Tennessee
$1M
LRPA
2313
L. Roy Papp & Associates
Arizona
$1M +$384 +1 +0%
LOPW
2314
Live Oak Private Wealth
North Carolina
$999K -$384 -1 -0%
AWA
2315
Acorn Wealth Advisors
Michigan
$999K -$45.4K -118 -4%
CDH
2316
Charles D. Hyman
$996K
BWA
2317
Blodgett Wealth Advisors
California
$996K
RWA
2318
Redmont Wealth Advisors
Illinois
$994K
FC
2319
Forte Capital
New York
$993K -$141K -368 -12%
GPA
2320
Garrison Point Advisors
California
$993K +$13.8K +36 +1%
SHFA
2321
SS&H Financial Advisors
Michigan
$991K
ML
2322
McAdam LLC
Pennsylvania
$989K -$680K -1,768 -46%
VPIM
2323
Vanguard Personalized Indexing Management
California
$987K -$78K -203 -7%
SWP
2324
Semus Wealth Partners
Florida
$987K +$992K +2,582 New
SG
2325
Sharper & Granite
California
$987K +$992K +2,580 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.