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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
MWA
2851
Miller Wealth Advisors
Colorado
$241K
WMA
2852
Wealth Management Associates
New Jersey
$238K -$5.16K -13 -2%
1WA
2853
180 Wealth Advisors
Washington
$238K
QIM
2854
Quest Investment Management
Oregon
$238K
WFA
2855
WestHill Financial Advisors
California
$238K +$265K +667 New
SFG
2856
Socha Financial Group
New York
$237K +$263K +663 New
BA
2857
Baugh & Associates
Georgia
$236K +$3.57K +9 +1%
BCMIO
2858
Beacon Capital Management Inc (Ohio)
Ohio
$234K -$13.9M -34,950 -98%
FA
2859
FC Advisory
Pennsylvania
$234K +$397 +1 +0.2%
GA
2860
GoalVest Advisory
New York
$232K +$258K +650 New
LB
2861
Legacy Bridge
Iowa
$231K
BBA
2862
Braun-Bostich & Associates
Pennsylvania
$231K +$1.19K +3 +0.5%
HIF
2863
Hill Island Financial
Michigan
$231K +$1.19K +3 +0.5%
WFA
2864
WMG Financial Advisors
Tennessee
$230K -$397 -1 -0.2%
NME
2865
Notis-McConarty Edward
$230K
MWM
2866
McNaughton Wealth Management
California
$230K +$256K +644 New
NCM
2867
New Capital Management
Texas
$229K -$1.59K -4 -0.6%
PCI
2868
Planning Center Inc
Illinois
$229K
CAM
2869
Costello Asset Management
Pennsylvania
$229K +$12.3K +31 +5%
TIM
2870
Total Investment Management
Arizona
$228K -$50M -125,882 -99%
HIGP
2871
Hill Investment Group Partners
Missouri
$228K
WCM
2872
Whitener Capital Management
North Carolina
$227K -$3.97K -10 -2%
PWM
2873
Provident Wealth Management
Tennessee
$227K
NCG
2874
Newport Capital Group
New Jersey
$227K +$247K +622 New
BC
2875
Bowman & Company
Wisconsin
$225K +$397 +1 +0.2%

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.