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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
SAA
2451
Southeast Asset Advisors
Georgia
$798K +$2.31K +6 +0.3%
ACM
2452
Alamar Capital Management
California
$797K -$61.5K -160 -7%
WA
2453
Wealthstar Advisors
Texas
$795K +$98.8K +257 +14%
CIM
2454
Chapman Investment Management
California
$794K +$12.3K +32 +2%
AG
2455
Appleton Group
Wisconsin
$793K
MSFP
2456
Mark Sheptoff Financial Planning
Connecticut
$793K +$151K +393 +23%
FFG
2457
Fortem Financial Group
California
$792K -$106K -277 -12%
BMM
2458
Buffington Mohr McNeal
Idaho
$792K
PEA
2459
Park Edge Advisors
Ohio
$791K +$795K +2,068 New
WWM
2460
Windsor Wealth Management
Indiana
$789K -$204K -532 -21%
VCM
2461
Viewpoint Capital Management
Washington
$789K
GSWM
2462
Greenup Street Wealth Management
Michigan
$788K -$20.4K -53 -3%
PWA
2463
Primoris Wealth Advisors
Florida
$787K
APC
2464
Asset Planning Corporation
Tennessee
$787K +$1.15K +3 +0.1%
CRI
2465
Commonwealth Retirement Investments
Virginia
$785K +$789K +2,052 New
PA
2466
Prossimo Advisors
California
$784K +$788K +2,050 New
SC
2467
Shay Capital
New York
$784K -$2.92M -7,601 -79%
IPW
2468
Intergy Private Wealth
Colorado
$784K +$40.7K +106 +5%
MCA
2469
Martin Capital Advisors
Texas
$783K -$108K -280 -12%
TT
2470
TI-Trust
Illinois
$783K -$2.31K -6 -0.3%
DWP
2471
Daymark Wealth Partners
Ohio
$781K +$785K +2,042 New
BIM
2472
Barton Investment Management
Pennsylvania
$780K +$784K +2,040 New
FSCM
2473
Front Street Capital Management
Montana
$775K -$769 -2 -0.1%
BFPW
2474
BOK Financial Private Wealth
Colorado
$774K -$1.18M -3,065 -60%
M
2475
MYeCFO
California
$772K +$776K +2,018 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.