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
MOS
3026
MGO One Seven
Ohio
$11.4K -$1.02M -2,559 -8%
CCMW
3027
Cypress Capital Management (Wyoming)
Wyoming
$11K
CIR
3028
Clear Investment Research
Georgia
$11K +$11.9K +30 New
FCAS
3029
First Command Advisory Services
Texas
$10K +$11.1K +28 New
AWM
3030
Accel Wealth Management
Iowa
$9K
CA
3031
Centerpoint Advisors
Massachusetts
$9K
FFA
3032
Fairfield Financial Advisors
Massachusetts
$8.21K
APS
3033
American Planning Services
Florida
$7.93K -$15.7M -39,530 -100%
GC
3034
Gould Capital
Washington
$7K
RCM
3035
Ravenstone Capital Management
$6.79K
Zurich Cantonal Bank
3036
Zurich Cantonal Bank
Switzerland
$5K
PWP
3037
Principle Wealth Partners
Connecticut
$4.94K +$209K +527 +4%
BCM
3038
Birch Capital Management
Texas
$3.57K -$11.9K -30 -75%
GI
3039
GS Investments
Minnesota
$3K
HWM
3040
Horizons Wealth Management
North Carolina
$3K
IA
3041
IFS Advisors
Kansas
$3K +$4.37K +11 New
FHC
3042
First Heartland Consultants
Missouri
$2.74K +$7.54K +19 +0.2%
BIM
3043
Baldwin Investment Management
Pennsylvania
$2.68K
PI
3044
PEAK6 Investments
Illinois
$2K -$1.59K -4 -44%
HIM
3045
Hillsdale Investment Management
Ontario, Canada
$2K
SL
3046
Savior LLC
Massachusetts
$2K
NDSI
3047
Newman Dignan & Sheerar Inc
Rhode Island
$1.7K +$60.8K +153 +3%
WIM
3048
Westside Investment Management
California
$1.42K +$209K +527 +15%
PI
3049
PFS Investments
Georgia
$1.2K -$371K -935 -22%
EWM
3050
Executive Wealth Management
Michigan
$986 -$606K -1,525 -61%

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.