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State Street SPDR S&P 500 ETF Trust

3,048 hedge funds and large institutions have $198B invested in State Street SPDR S&P 500 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,319 increasing their positions, 1,169 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 1,319 | Existing positions reduced: 1,169

1.82% more ownership

Funds ownership: 59.86%61.68% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 855867 (+12)

1% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 144

3% less capital invested

Capital invested by funds: $205B → $198B (-$6.72B)

1% less funds holding

Funds holding: 3,0943,048 (-46)

39% less call options, than puts

Call options by funds: $196B | Put options by funds: $321B

Holders
3,048
Holders Change
-46
Holders Change %
-1.49%
% of All Funds
52.5%
Holding in Top 10
867
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.4%
% of All Funds
14.93%
New
142
Increased
1,319
Reduced
1,169
Closed
144
Calls
$196B
Puts
$321B
Net Calls
-$125B
Net Calls Change
-$12B
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
2501
Mirador Capital Partners
California
$524K -$74.3K -187 -11%
WFM
2502
Wolff Financial Management
Michigan
$523K -$397 -1 -0.1%
MCM
2503
McDonough Capital Management
Florida
$523K
IAP
2504
Indie Asset Partners
Indiana
$520K -$110K -277 -16%
LA
2505
Lindenwold Advisors
Pennsylvania
$518K -$145K -364 -20%
SHA
2506
Seneca House Advisors
Virginia
$517K -$20.3K -51 -3%
FWM
2507
Fortress Wealth Management
California
$516K +$1.99K +5 +0.3%
WWM
2508
Wiser Wealth Management
Georgia
$516K +$3.18K +8 +0.6%
TF
2509
TimeScale Financial
Massachusetts
$515K +$1.59K +4 +0.3%
BMC
2510
Beaton Management Company
Massachusetts
$514K +$39.7K +100 +7%
IP
2511
Isthmus Partners
Wisconsin
$513K -$139K -350 -20%
FCA
2512
FLC Capital Advisors
California
$510K -$456K -1,148 -45%
WFA
2513
Wade Financial Advisory
California
$510K -$397 -1 -0.1%
TIA
2514
Traphagen Investment Advisors
New Jersey
$508K -$19.5K -49 -3%
MAM
2515
Marotta Asset Management
Virginia
$506K
NOI
2516
Newton One Investments
Delaware
$506K
GPWA
2517
Great Point Wealth Advisors
Massachusetts
$505K
GCA
2518
Gradient Capital Advisors
California
$504K +$1.59K +4 +0.3%
SC
2519
Schoolcraft Capital
Colorado
$503K
MCP
2520
Martin Capital Partners
Oregon
$501K +$557K +1,402 New
PRWA
2521
Platte River Wealth Advisors
Colorado
$500K
HP
2522
HT Partners
Connecticut
$500K +$99.3K +250 +22%
GCP
2523
Gill Capital Partners
Colorado
$500K +$282K +711 +103%
RB
2524
Renasant Bank
Mississippi
$499K -$421K -1,061 -43%
TWM
2525
TriaGen Wealth Management
California
$498K -$193K -485 -26%

SPY Hedge Fund Activity: Q3 2022 in Review

3,048 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2022, worth a combined $198B — down 3.3% from $205B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of SPY and 142 opened new positions — a net loss of 2 holders — while 1,169 trimmed existing stakes and 1,319 added.

The largest buyer was Bank of America, adding an estimated $3.51B. The largest seller was Citigroup, cutting an estimated $2.31B.

  • 3,048 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2022, down from 3,094 in Q2 2022.
  • Funds reported $198B of State Street SPDR S&P 500 ETF Trust stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2022 and 144 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2022 was Bank of America, an estimated $3.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2022 was Citigroup, an estimated $2.31B sold.

Based on aggregated 13F filings for Q3 2022.