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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,034 hedge funds and large institutions have $198B invested in SPDR S&P 500 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,314 increasing their positions, 1,166 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,034
Holders Change
-45
Holders Change %
-1.46%
% of All Funds
52.46%
Holding in Top 10
860
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.42%
% of All Funds
14.87%
New
142
Increased
1,314
Reduced
1,166
Closed
143
Calls
$196B
Puts
$321B
Net Calls
-$125B
Net Calls Change
-$12B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.16B
2
Morgan Stanley
Morgan Stanley
New York
+$752M
3
Wells Fargo
Wells Fargo
California
+$710M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$667M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$645M

Top Sellers

1
Citigroup
Citigroup
New York
-$2.08B
2
Wolverine Trading
Wolverine Trading
Illinois
-$854M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$771M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$504M
5
IG
ING Group
Netherlands
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
2601
Karp Capital Management
California
$413K -$488K -1,366 -54%
VFIC
2602
Valley Forge Investment Consultants
Pennsylvania
$413K – – –
MWM
2603
Marion Wealth Management
Pennsylvania
$413K +$52.5K +147 +15%
OCPWS
2604
One Charles Private Wealth Services
Massachusetts
$410K -$17.1K -48 -4%
FWA
2605
FSM Wealth Advisors
Ohio
$410K +$8.56K +24 +2%
TC
2606
Truvestments Capital
Florida
$408K -$1.37M -3,837 -77%
BC
2607
Brio Consultants
California
$408K +$186K +492 +84%
EW
2608
Enzi Wealth
Texas
$407K +$407K +1,021 New
IWP
2609
Insight Wealth Partners
Texas
$406K -$3.21K -9 -0.8%
JIM
2610
JCP Investment Management
Texas
$406K – – –
AC
2611
Addison Capital
Pennsylvania
$405K +$71.1K +199 +21%
IWA
2612
IVC Wealth Advisors
Pennsylvania
$404K – – –
FWA
2613
FSC Wealth Advisors
New York
$404K +$47.9K +134 +13%
FNFDCM
2614
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$403K – – –
AIM
2615
Arcadia Investment Management
Michigan
$402K -$60K -168 -13%
EPWM
2616
Essex Private Wealth Management
Massachusetts
$402K +$6.43K +18 +2%
NCM
2617
Narwhal Capital Management
Georgia
$401K -$466K -1,306 -54%
OWM
2618
Opes Wealth Management
California
$401K – – –
BFP
2619
Briaud Financial Planning
Texas
$400K -$35K -90 -8%
LAIC
2620
Lederer & Associates Investment Counsel
California
$400K – – –
MAG
2621
MRA Advisory Group
New Jersey
$397K -$18K -50 -4%
KBFS
2622
Kohmann Bosshard Financial Services
Ohio
$397K – – –
SIA
2623
Sage Investment Advisers
New York
$397K +$18.2K +51 +5%
AFM
2624
Abbot Financial Management
Massachusetts
$397K +$26.8K +75 +7%
SIA
2625
Stegner Investment Associates
Kentucky
$395K -$277K -757 -41%
103 104
105
106 107