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
LFA
3001
Legend Financial Advisors
Pennsylvania
$48.7K +$54.8K +138 New
CWM
3002
Concentrum Wealth Management
California
$46K
HCM
3003
Horrell Capital Management
Arkansas
$45K -$1.59K -4 -3%
HFM
3004
Hartford Financial Management
Connecticut
$44K
SIM
3005
Studio Investment Management
Illinois
$43.2K
FWM
3006
Focused Wealth Management
New York
$43K
DBG
3007
De Burlo Group
Massachusetts
$41.1K -$192K -484 -81%
CT
3008
Clearstead Trust
Maine
$41K +$40.9K +103 +936%
AIA
3009
Arcadia Investment Advisors
Idaho
$39.6K +$397 +1 +0.9%
CFG
3010
Cambridge Financial Group
Ohio
$39.3K +$43.7K +110 New
SC
3011
Skylands Capital
Wisconsin
$36K
MHR
3012
Matthew Hamilton Rosenberg
$30K +$33K +83 New
RTC
3013
Riverview Trust Company
Washington
$29K
DFC
3014
DB Fitzpatrick & Co
Idaho
$28K -$53.6K -135 -63%
LTI
3015
Laffer Tengler Investments
Tennessee
$24.3K -$1.99K -5 -7%
RDIA
3016
RE Dickinson Investment Advisors
Iowa
$23K
MWA
3017
Moser Wealth Advisors
Washington
$21K
BI
3018
Bramshill Investments
Florida
$20K -$159K -401 -88%
FA
3019
Fortis Advisors
Pennsylvania
$19K
BAM
3020
Byrne Asset Management
New Jersey
$19K +$15.9K +40 +286%
SCA
3021
Stuart Chaussee & Associates
California
$18K
C
3022
Covestor
United Kingdom
$15K -$5.96K -15 -26%
FEG
3023
Financial Enhancement Group
Indiana
$15K +$794 +2 +5%
M1FG
3024
Mach-1 Financial Group
Arkansas
$14K
CHA
3025
Carmichael Hill & Associates
Maryland
$12K +$397 +1 +3%

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.