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State Street SPDR S&P 500 ETF Trust

3,133 hedge funds and large institutions have $271B invested in State Street SPDR S&P 500 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,289 increasing their positions, 1,286 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 167

0% more repeat investments, than reductions

Existing positions increased: 1,289 | Existing positions reduced: 1,286

1% less funds holding

Funds holding: 3,1713,133 (-38)

2% less funds holding in top 10

Funds holding in top 10: 925908 (-17)

2.12% less ownership

Funds ownership: 66.15%64.03% (-2.1%)

6% less capital invested

Capital invested by funds: $290B → $271B (-$18.6B)

63% less call options, than puts

Call options by funds: $146B | Put options by funds: $397B

Holders
3,133
Holders Change
-38
Holders Change %
-1.2%
% of All Funds
49.41%
Holding in Top 10
908
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-1.84%
% of All Funds
14.32%
New
175
Increased
1,289
Reduced
1,286
Closed
167
Calls
$146B
Puts
$397B
Net Calls
-$252B
Net Calls Change
-$51.6B
Name Holding Trade Value Shares
Change
Change in
Stake
LA
2951
Lynch & Associates
Indiana
$248K +$445 +1 +0.2%
EWM
2952
Echo Wealth Management
Minnesota
$248K +$7.12K +16 +3%
AWM
2953
Avondale Wealth Management
Texas
$248K +$111K +250 +83%
SWA
2954
ShankerValleau Wealth Advisors
Illinois
$247K -$41.4K -93 -15%
DEM
2955
Disciplined Equity Management
Florida
$247K
PI
2956
Pachira Investments
California
$247K
TCM
2957
Tuttle Capital Management
Connecticut
$246K -$134K -301 -36%
CWA
2958
CJM Wealth Advisers
Virginia
$245K +$445 +1 +0.2%
KFS
2959
Kurt F. Somerville
$244K
UBG
2960
United Bank (Georgia)
Georgia
$244K
PS
2961
Planned Solutions
California
$243K
LC
2962
Lincoln Capital
Nebraska
$243K +$1.34K +3 +0.6%
FM
2963
Foster & Motley
Ohio
$243K +$6.23K +14 +3%
PGAM
2964
Princeton Global Asset Management
New Jersey
$242K -$61.4K -138 -20%
LWP
2965
Lumature Wealth Partners
Georgia
$242K -$6.68K -15 -3%
AR
2966
Apeiron RIA
Texas
$242K -$1.78K -4 -0.7%
SFG
2967
Steward Financial Group
Texas
$241K
MC
2968
Matisse Capital
Oregon
$240K -$4.86M -10,911 -95%
GCM
2969
Gibraltar Capital Management
Oklahoma
$240K
TCOK
2970
Trust Company of Kansas
Kansas
$240K
CIA
2971
Cascade Investment Advisors
Oregon
$240K
SNBOSCI
2972
Security National Bank of Sioux City Iowa
Iowa
$239K
NCM
2973
NCM Capital Management
New Jersey
$239K +$236K +530 New
SPC
2974
Stewart & Patten Company
California
$238K +$7.12K +16 +3%
MA
2975
MJP Associates
Connecticut
$237K +$234K +525 New

SPY Hedge Fund Activity: Q1 2022 in Review

3,133 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2022, worth a combined $271B — down 6.4% from $290B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new SPY positions and 167 closed out — a net gain of 8 holders — while 1,289 added to existing stakes and 1,286 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.73B. The largest seller was HSBC Holdings, cutting an estimated $6.82B.

  • 3,133 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2022, down from 3,171 in Q4 2021.
  • Funds reported $271B of State Street SPDR S&P 500 ETF Trust stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 175 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2022 and 167 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2022 was Goldman Sachs, an estimated $3.73B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2022 was HSBC Holdings, an estimated $6.82B sold.

Based on aggregated 13F filings for Q1 2022.