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
SIA
2826
Strategic Investment Advisors
Michigan
$263K -$104K -263 -26%
PK
2827
Pflug Koory
Nebraska
$262K
GAM
2828
Garrison Asset Management
Arkansas
$261K
LWM
2829
Liberty Wealth Management
California
$257K -$129K -324 -31%
LWP
2830
Legacy Wealth Planning
Nevada
$257K -$119K -300 -29%
AWM
2831
Avaii Wealth Management
Wisconsin
$256K +$12.7K +32 +5%
CH
2832
Canton Hathaway
Rhode Island
$254K +$119K +300 +73%
JRFS
2833
James Reed Financial Services
Ohio
$253K -$13.1K -33 -4%
MFA
2834
Morling Financial Advisors
California
$253K +$282K +709 New
ZIG
2835
Zullo Investment Group
Pennsylvania
$252K +$14.3K +36 +5%
TPWA
2836
TRUE Private Wealth Advisors
Oregon
$252K +$281K +707 New
AA
2837
AF Advisors
California
$250K -$29.8K -75 -10%
BIM
2838
Bridgecreek Investment Management
Oklahoma
$250K
AF
2839
Affiance Financial
Minnesota
$250K +$278K +700 New
RF
2840
Robbins Farley
New Hampshire
$250K +$278K +700 New
EPM
2841
Elm Partners Management
Pennsylvania
$249K -$943K -2,374 -77%
SF
2842
Safeguard Financial
Wisconsin
$249K -$21.8K -55 -7%
SEP
2843
Southland Equity Partners
Missouri
$249K
ST
2844
Somerset Trust
Pennsylvania
$247K
FFC
2845
First Financial Corp
Indiana
$245K
FZCM
2846
Flynn Zito Capital Management
New York
$244K -$1.51M -3,803 -85%
PD
2847
Planning Directions
Pennsylvania
$244K +$397 +1 +0.1%
MA
2848
MJP Associates
Connecticut
$244K +$272K +684 New
AWG
2849
Altus Wealth Group
Colorado
$243K
HIM
2850
Harbour Investment Management
Washington
$242K +$268K +676 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.