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
CPWA
2376
Cerro Pacific Wealth Advisors
California
$902K +$166K +433 +22%
BBNB
2377
Baker Boyer National Bank
Washington
$901K
FC
2378
Financial Council
Maryland
$901K +$44.6K +116 +5%
MSA
2379
Marino Stram & Associates
Massachusetts
$900K +$244K +636 +37%
CCM
2380
Chickasaw Capital Management
Tennessee
$899K
SIM
2381
Stratos Investment Management
Ohio
$898K -$26.5K -69 -3%
RPG
2382
Resource Planning Group
Georgia
$896K -$1.15K -3 -0.1%
FWM
2383
Fingerlakes Wealth Management
New York
$895K +$3.84K +10 +0.4%
DE
2384
Day & Ennis
Georgia
$891K +$476K +1,239 +114%
MIG
2385
McGuire Investment Group
Rhode Island
$883K
FIM
2386
Fernwood Investment Management
Massachusetts
$883K +$115K +300 +15%
BAM
2387
Bosun Asset Management
Illinois
$880K
BAMCO Inc
2388
BAMCO Inc
New York
$878K +$882K +2,295 New
UF
2389
Univest Financial
Pennsylvania
$877K
PCA
2390
Providence Capital Advisors
North Carolina
$877K +$61.9K +161 +8%
PL
2391
Parthenon LLC
Kentucky
$869K
4WM
2392
4J Wealth Management
Virginia
$868K +$4.23K +11 +0.5%
SWM
2393
Sugarloaf Wealth Management
Georgia
$867K -$58K -151 -6%
SPWG
2394
Syntegra Private Wealth Group
Missouri
$865K +$870K +2,263 New
CWA
2395
Consilium Wealth Advisory
Texas
$863K +$267K +694 +44%
VIA
2396
Vickerman Investment Advisors
Washington
$862K +$16.5K +43 +2%
FCB
2397
First Command Bank
Texas
$860K +$171K +446 +25%
FCFS
2398
First Command Financial Services
Texas
$860K +$171K +446 +25%
NIM
2399
Northeast Investment Management
Massachusetts
$858K +$105K +273 +14%
ML
2400
Mayport LLC
Massachusetts
$857K

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.