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
FNFDCM
2626
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$403K
AIM
2627
Arcadia Investment Management
Michigan
$402K -$66.7K -168 -13%
EPWM
2628
Essex Private Wealth Management
Massachusetts
$402K +$7.15K +18 +2%
NCM
2629
Narwhal Capital Management
Georgia
$401K -$519K -1,306 -54%
OWM
2630
Opes Wealth Management
California
$401K
BFP
2631
Briaud Financial Planning
Texas
$400K -$35.7K -90 -8%
LAIC
2632
Lederer & Associates Investment Counsel
California
$400K
MAG
2633
MRA Advisory Group
New Jersey
$397K -$19.9K -50 -4%
KBFS
2634
Kohmann Bosshard Financial Services
Ohio
$397K
SIA
2635
Sage Investment Advisers
New York
$397K +$20.3K +51 +5%
AFM
2636
Abbot Financial Management
Massachusetts
$397K +$29.8K +75 +7%
SIA
2637
Stegner Investment Associates
Kentucky
$395K -$301K -757 -41%
BWM
2638
BCGM Wealth Management
Indiana
$395K
RS
2639
Retirement Solution
Washington
$395K +$43.3K +109 +11%
CRI
2640
Colonial River Investments
Virginia
$394K -$130K -327 -23%
MCM
2641
Monarch Capital Management
Indiana
$394K
CNFG
2642
Creegan & Nassoura Financial Group
New Hampshire
$393K
HCP
2643
Holt Capital Partners
Texas
$393K
HFG
2644
Heron Financial Group
New York
$392K -$8.74K -22 -2%
AHC
2645
Adell Harriman & Carpenter
Texas
$390K -$55.6K -140 -11%
CT
2646
Columbia Trust
Oregon
$389K -$3.97K -10 -0.9%
DE
2647
Day & Ennis
Georgia
$389K +$794 +2 +0.2%
Harris Associates
2648
Harris Associates
Illinois
$388K -$20.8M -52,386 -98%
SIS
2649
Sound Income Strategies
Florida
$388K -$222K -558 -34%
HIP
2650
Harrell Investment Partners
Texas
$386K +$429K +1,081 New

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.