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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
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$28.3M -$2.83M -7,114 -8%
BIAS
477
Beacon Investment Advisory Services
New Jersey
$28.2M +$21.3M +53,587 +211%
BFO
478
Boston Family Office
Massachusetts
$28.2M +$601K +1,514 +2%
Victory Capital Management
479
Victory Capital Management
Texas
$27.9M +$21M +52,770 +207%
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$27.9M +$1.65M +4,146 +6%
NC
481
NewSquare Capital
Pennsylvania
$27.9M +$537K +1,351 +2%
MIFH
482
Migdal Insurance & Financial Holdings
Israel
$27.7M +$11.9M +29,900 +64%
CAG
483
Crestwood Advisors Group
Massachusetts
$27.6M -$1.98M -4,984 -6%
WWM
484
Western Wealth Management
Colorado
$27.6M +$538K +1,354 +2%
ATC
485
Argent Trust Co
Tennessee
$27.4M +$31.4K +79 +0.1%
HCM
486
HMS Capital Management
Tennessee
$27.4M -$148K -373 -0.5%
SC
487
Saiph Capital
New Jersey
$27.3M +$705K +1,776 +2%
EPM
488
Equitec Proprietary Markets
Illinois
$27.3M +$30.3M +76,302 New
ECM
489
ExodusPoint Capital Management
New York
$27.2M +$11.9M +29,891 +65%
YWP
490
YorkBridge Wealth Partners
New York
$27.2M +$122K +308 +0.4%
PR
491
Payden & Rygel
California
$26.9M -$5.54M -13,957 -16%
LWMM
492
Legacy Wealth Management (Mississippi)
Mississippi
$26.9M -$697K -1,755 -2%
EA
493
Evergreen Advisors
Tennessee
$26.7M -$317K -798 -1%
FLPIM
494
F.L. Putnam Investment Management
Massachusetts
$26.7M -$5.57M -14,034 -16%
HFS
495
Hantz Financial Services
Michigan
$26.7M +$1.91M +4,818 +7%
EVM
496
Eaton Vance Management
Massachusetts
$26.6M -$3.31M -8,327 -10%
ACM
497
Anfield Capital Management
California
$26.6M +$677K +1,705 +2%
FIA
498
Foundations Investment Advisors
Arizona
$26.5M -$270K -680 -0.9%
SW
499
SteelPeak Wealth
California
$26.5M -$5.08M -12,802 -15%
WSFS
500
Wilmington Savings Fund Society
Delaware
$26.3M +$253K +637 +0.9%

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.