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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
DWA
3026
Dougherty Wealth Advisers
Minnesota
$205K +$24.5K +55 +14%
OCM
3027
Osterweis Capital Management
California
$204K
EBA
3028
Eagle Bay Advisors
New York
$203K -$44.5K -100 -18%
KWA
3029
Kellett Wealth Advisors
Ohio
$203K +$445 +1 +0.2%
FPCG
3030
Forum Private Client Group
Indiana
$202K +$199K +448 New
PIC
3031
Platt Investment Counsel
Florida
$201K -$9.35K -21 -4%
SIG
3032
Stonegate Investment Group
Alabama
$201K +$4.01K +9 +2%
BC
3033
Barnett & Company
Tennessee
$201K +$198K +444 New
SCA
3034
Southern Capital Advisors
Tennessee
$200K -$445 -1 -0.2%
BIA
3035
Biondo Investment Advisors
Pennsylvania
$200K +$197K +443 New
TCM
3036
Tradewinds Capital Management
Washington
$196K
HCM
3037
Highlander Capital Management
New Jersey
$190K
LF
3038
Lee Financial
Texas
$185K -$20.9K -47 -10%
CH
3039
Canton Hathaway
Rhode Island
$185K
CIM
3040
Contravisory Investment Management
Massachusetts
$184K -$291K -654 -62%
FA
3041
Financial Advantage
Maryland
$180K
DWP
3042
Destiny Wealth Partners
Florida
$167K
OCM
3043
Orion Capital Management
California
$159K
FA
3044
Financial Avengers
California
$158K
HWM
3045
Holloway Wealth Management
Florida
$154K
IWP
3046
IAG Wealth Partners
Wisconsin
$154K
CWM
3047
CarsonAllaria Wealth Management
Illinois
$153K +$445 +1 +0.3%
BCM
3048
Blume Capital Management
California
$148K -$23.6K -53 -14%
RA
3049
Rise Advisors
New York
$145K -$256K -576 -64%
WAM
3050
WFA Asset Management
Wisconsin
$142K +$445 +1 +0.3%

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.