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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
PP
2326
PDS Planning
Ohio
$985K +$4.23K +11 +0.4%
F
2327
F3Logic
Minnesota
$984K -$61.5K -160 -6%
GBS
2328
Gallagher Benefit Services
Illinois
$984K +$989K +2,574 New
DIA
2329
Dean Investment Associates
Ohio
$984K +$4.23K +11 +0.4%
IAG
2330
Ipsen Advisor Group
Arkansas
$983K +$987K +2,569 New
PIA
2331
Powell Investment Advisors
Florida
$983K +$60.3K +157 +7%
RA
2332
Riverstone Advisors
Texas
$982K -$186K -485 -16%
TC
2333
Trust Company
Kansas
$982K +$462K +1,203 +88%
CFG
2334
Cambridge Financial Group
Ohio
$981K +$944K +2,455 +2,232%
AWA
2335
AmeriServ Wealth Advisors
Pennsylvania
$981K -$19.2K -50 -2%
AA
2336
Aire Advisors
California
$980K -$14.6K -38 -1%
AAP
2337
Arax Advisory Partners
Colorado
$978K -$108K -282 -10%
MC
2338
Miramar Capital
Illinois
$977K
CSWM
2339
Cassady Schiller Wealth Management
Ohio
$977K +$25.4K +66 +3%
JFA
2340
JNBA Financial Advisors
Minnesota
$975K -$258K -672 -21%
AF
2341
Alerus Financial
North Dakota
$971K -$74.6K -194 -7%
BFAG
2342
Blackston Financial Advisory Group
Florida
$969K +$65.7K +171 +7%
VC
2343
Vestor Capital
Illinois
$968K -$37.3K -97 -4%
APSI
2344
Asset Planning Services Inc
Louisiana
$965K -$769 -2 -0.1%
NFP
2345
Narus Financial Partners
Utah
$962K -$57.7K -150 -6%
SFA
2346
Souders Financial Advisors
Ohio
$961K +$430K +1,120 +80%
FG
2347
Foster Group
Iowa
$957K +$261K +678 +37%
EWP
2348
Engrave Wealth Partners
Texas
$957K +$342K +891 +57%
State Farm Mutual Automobile Insurance
2349
State Farm Mutual Automobile Insurance
Illinois
$956K
SM
2350
Scoggin Management
New York
$956K +$961K +2,500 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.