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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
CIA
526
Choate Investment Advisors
Massachusetts
$24.2M -$124K -313 -0.5%
ARC
527
Advisor Resource Council
Texas
$24.2M -$39.7M -99,876 -60%
IA
528
IFP Advisors
Florida
$24.1M +$2.02M +5,087 +4%
HIIFS
529
Harel Insurance Investments & Financial Services
Israel
$23.7M +$6.32M +15,907 +32%
MWM
530
Meridian Wealth Management
Kentucky
$23.6M +$758K +1,909 +3%
AGA
531
Accuvest Global Advisors
Utah
$23.5M +$14.2M +35,741 +119%
SB
532
Sunflower Bank
Texas
$23.5M -$4.54M -11,426 -15%
KAH
533
Kathryn A. Hall
$23.4M
JGC
534
J. Goldman & Co
New York
$23.4M -$11.9M -29,949 -31%
SPIO
535
Seven Post Investment Office
California
$23.4M -$322K -810 -1%
CCM
536
Condor Capital Management
New Jersey
$23.4M -$523K -1,318 -2%
OC
537
Oppenheimer & Co
New York
$23.3M +$1.01M +2,541 +4%
RFP
538
Roth Financial Partners
Texas
$23.2M +$1.71M +4,306 +7%
ANB
539
Amarillo National Bank
Texas
$23.2M -$366K -921 -1%
CHAM
540
Clear Harbor Asset Management
Connecticut
$23.2M +$9.53K +24 +0%
DBIA
541
Dumont & Blake Investment Advisors
New Jersey
$23M -$37.3K -94 -0.1%
SCM
542
Stevens Capital Management
Pennsylvania
$23M +$10.5M +26,400 +69%
FWTB
543
First Western Trust Bank
Colorado
$23M +$462K +1,163 +2%
IC
544
Inscription Capital
Texas
$22.9M +$40.1K +101 +0.2%
CC
545
Cypress Capital
Tennessee
$22.9M -$11.8M -29,744 -32%
FRA
546
Frank Rimerman Advisors
California
$22.9M +$118K +297 +0.5%
AL
547
Aspiriant LLC
California
$22.9M -$590K -1,486 -2%
RWA
548
Redhawk Wealth Advisors
Minnesota
$22.9M -$358K -902 -1%
WAS
549
Wealth Advisory Solutions
Indiana
$22.9M -$1.97M -4,953 -7%
AFS
550
AFG Fiduciary Services
Massachusetts
$22.8M +$149K +374 +0.6%

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.