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State Street SPDR S&P 500 ETF Trust

3,133 hedge funds and large institutions have $271B invested in State Street SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,289 increasing their positions, 1,286 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 167

0% more repeat investments, than reductions

Existing positions increased: 1,289 | Existing positions reduced: 1,286

1% less funds holding

Funds holding: 3,1713,133 (-38)

2% less funds holding in top 10

Funds holding in top 10: 925908 (-17)

2.12% less ownership

Funds ownership: 66.15%64.03% (-2.1%)

6% less capital invested

Capital invested by funds: $290B → $271B (-$18.6B)

63% less call options, than puts

Call options by funds: $146B | Put options by funds: $397B

Holders
3,133
Holders Change
-38
Holders Change %
-1.2%
% of All Funds
49.41%
Holding in Top 10
908
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-1.84%
% of All Funds
14.32%
New
175
Increased
1,289
Reduced
1,286
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Change in
Stake
AHIA
2601
Andrew Hill Investment Advisors
Florida
$543K -$668K -1,501 -55%
CIA
2602
Cladis Investment Advisory
Montana
$542K
HCM
2603
Hall Capital Management
Rhode Island
$539K -$47.6K -107 -8%
WCWM
2604
Willow Creek Wealth Management
California
$539K -$1.34K -3 -0.3%
FWM
2605
FSA Wealth Management
Massachusetts
$539K
IFS
2606
Intelligent Financial Strategies
Minnesota
$539K
MWM
2607
Maripau Wealth Management
Indiana
$538K +$171K +384 +44%
RDFA
2608
Ritter Daniher Financial Advisory
Ohio
$537K +$24.9K +56 +5%
TCM
2609
Telos Capital Management
California
$536K -$20K -45 -4%
SFA
2610
Souders Financial Advisors
Ohio
$533K
RWM
2611
Reston Wealth Management
Virginia
$533K +$1.78K +4 +0.3%
DA
2612
Doliver Advisors
Texas
$533K +$163K +367 +45%
FA
2613
Fountainhead AM
New Jersey
$532K -$1.78K -4 -0.3%
LWM
2614
Liberty Wealth Management
California
$532K +$525K +1,179 New
BWA
2615
Bordeaux Wealth Advisors
California
$531K +$8.46K +19 +2%
BAM
2616
Bellevue Asset Management
Washington
$528K +$445 +1 +0.1%
JAM
2617
JCIC Asset Management
Ontario, Canada
$526K
OC
2618
Oarsman Capital
Wisconsin
$525K
AIA
2619
Arbor Investment Advisors
North Carolina
$524K
OWM
2620
Orgel Wealth Management
Wisconsin
$524K +$73.5K +165 +17%
TC
2621
Trust Company
Kansas
$523K -$73.5K -165 -12%
VFIC
2622
Valley Forge Investment Consultants
Pennsylvania
$523K
MWA
2623
MFA Wealth Advisors
Pennsylvania
$521K -$288K -647 -36%
CP
2624
Camelot Portfolios
Ohio
$520K -$1.63M -3,650 -76%
HP
2625
HT Partners
Connecticut
$519K

SPY Hedge Fund Activity: Q1 2022 in Review

3,133 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2022, worth a combined $271B — down 6.4% from $290B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new SPY positions and 167 closed out — a net gain of 8 holders — while 1,289 added to existing stakes and 1,286 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.73B. The largest seller was HSBC Holdings, cutting an estimated $6.82B.

  • 3,133 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2022, down from 3,171 in Q4 2021.
  • Funds reported $271B of State Street SPDR S&P 500 ETF Trust stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 175 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2022 and 167 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2022 was Goldman Sachs, an estimated $3.73B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2022 was HSBC Holdings, an estimated $6.82B sold.

Based on aggregated 13F filings for Q1 2022.