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
JJBC
2876
James J. Burns & Company
New York
$225K +$250K +630 New
CCT
2877
Chemung Canal Trust
New York
$224K
PW
2878
Peninsula Wealth
California
$223K
BCM
2879
Blume Capital Management
California
$223K +$118K +296 +90%
MKA
2880
M. Kulyk & Associates
Georgia
$222K
SA
2881
Sicart Associates
New York
$221K
KA
2882
Kercheville Advisors
Texas
$221K +$246K +620 New
LAM
2883
LFS Asset Management
California
$220K -$199K -502 -45%
OFA
2884
Oak Family Advisors
Illinois
$219K +$7.15K +18 +3%
WH
2885
Willner & Heller
California
$219K +$243K +612 New
BHWM
2886
Bay Harbor Wealth Management
Maryland
$218K -$42.1K -106 -15%
PWS
2887
Peloton Wealth Strategists
Indiana
$218K -$35.7K -90 -13%
RWA
2888
Rainsberger Wealth Advisors
Colorado
$217K +$11.5K +29 +5%
FA
2889
Faithward Advisors
Pennsylvania
$217K +$240K +605 New
WLPWM
2890
Walled Lake Planning & Wealth Management
Illinois
$216K +$794 +2 +0.3%
AHIA
2891
Andrew Hill Investment Advisors
Florida
$215K
SIM
2892
Strategic Investment Management
Virginia
$215K
WAM
2893
Walker Asset Management
Missouri
$214K -$2.78K -7 -1%
3LCM
2894
3D/L Capital Management
Connecticut
$214K
UBG
2895
United Bank (Georgia)
Georgia
$214K +$21K +53 +10%
FTA
2896
Financial & Tax Architects
Missouri
$214K -$4.37K -11 -2%
ERIM
2897
Eagle Ridge Investment Management
Connecticut
$213K
I
2898
IMPACTfolio
Colorado
$213K
HW
2899
Hedeker Wealth
Illinois
$212K -$33.8K -85 -13%
MIM
2900
Moseley Investment Management
Florida
$212K +$236K +594 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.