We are live on ! Find out more
SPY icon

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
SFA
2526
Souders Financial Advisors
Ohio
$497K -$3.97K -10 -0.7%
FFG
2527
Frisch Financial Group
New York
$497K +$210K +529 +61%
RWM
2528
Reston Wealth Management
Virginia
$496K +$1.59K +4 +0.3%
FWM
2529
Finer Wealth Management
Massachusetts
$496K +$31K +78 +6%
TA
2530
TFG Advisers
Michigan
$495K +$1.59K +4 +0.3%
SRC
2531
Shufro Rose & Co
New York
$494K -$101K -254 -16%
XSC
2532
X-Square Capital
Puerto Rico
$494K -$64.7K -163 -11%
BMD
2533
Better Money Decisions
New Mexico
$494K +$127K +321 +30%
FNBOSM
2534
First National Bank of South Miami
Florida
$493K -$49.6K -125 -8%
TCM
2535
Telos Capital Management
California
$493K -$4.77K -12 -0.9%
LIA
2536
LS Investment Advisors
Michigan
$493K
B
2537
Brightworth
Georgia
$491K +$397 +1 +0.1%
Betterment LLC
2538
Betterment LLC
New York
$490K
D
2539
Dentgroup
Louisiana
$490K +$3.97K +10 +0.7%
BWIA
2540
Bryant Woods Investment Advisors
New York
$489K -$10.3K -26 -2%
KWILP
2541
Kiwi Wealth Investments Limited Partnership
New Zealand
$489K
FWM
2542
ForthRight Wealth Management
Georgia
$488K
TC
2543
Trust Company
Kansas
$488K +$82.2K +207 +18%
PCMN
2544
Paradigm Capital Management (Nevada)
Nevada
$485K -$9.13K -23 -2%
SSC
2545
Syverson Strege & Co
Iowa
$485K +$490K +1,234 +995%
WQ
2546
Wealth Quarterback
New Jersey
$484K -$10.7K -27 -2%
MAM
2547
Morse Asset Management
Connecticut
$484K -$397 -1 -0.1%
TLFA
2548
True Link Financial Advisors
California
$484K +$5.96K +15 +1%
CIA
2549
Cladis Investment Advisory
Montana
$481K +$58.4K +147 +12%
LI
2550
Lafayette Investments
Maryland
$481K

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.