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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
SSW
2751
Smith Shellnut Wilson
Mississippi
$313K
BZWA
2752
Blue Zone Wealth Advisors
California
$313K +$44.9K +113 +15%
LC
2753
Landaas & Company
Wisconsin
$312K +$3.57K +9 +1%
BBW
2754
Blue Barn Wealth
Utah
$311K +$397 +1 +0.1%
GA
2755
Greenspring Advisors
Maryland
$310K -$114K -288 -25%
AMM
2756
American Money Management
California
$310K +$15.1K +38 +5%
BIA
2757
Bell Investment Advisors
California
$309K -$938K -2,363 -73%
MWM
2758
Mattern Wealth Management
Kansas
$309K -$69.5K -175 -17%
MRCM
2759
M&R Capital Management
New Jersey
$309K +$187K +472 +119%
SPW
2760
Surience Private Wealth
Washington
$308K -$16.9M -42,441 -98%
MFC
2761
Mechanics Financial Corp
Ohio
$308K -$29.8K -75 -8%
CSI
2762
Cross Staff Investments
New York
$308K +$794 +2 +0.2%
BOS
2763
Bank of Stockton
California
$307K
RWM
2764
Rezny Wealth Management
Florida
$307K
JAFL
2765
Jay A. Fishman Ltd
Michigan
$305K
SMH
2766
Sanders Morris Harris
Texas
$305K +$54K +136 +19%
JWM
2767
JGP Wealth Management
Oregon
$304K -$71.5K -180 -18%
PSB
2768
Piscataqua Savings Bank
New Hampshire
$304K
SFCL
2769
Strengthening Families & Communities LLC
Massachusetts
$304K +$1.59K +4 +0.5%
RP
2770
Rowlandmiller & Partners
Georgia
$303K +$21K +53 +7%
WSWA
2771
Warren Street Wealth Advisors
California
$303K +$3.18K +8 +1%
CCS
2772
Concentric Capital Strategies
Connecticut
$303K +$336K +847 New
NEPPG
2773
New England Professional Planning Group
Rhode Island
$301K +$60.8K +153 +22%
DL
2774
DOHJ LLC
Washington
$300K -$7.94K -20 -2%
CGFA
2775
Colton Groome Financial Advisors
North Carolina
$299K -$107K -270 -24%

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.