We are live on ! Find out more
SPY icon

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
JRFS
601
James Reed Financial Services
Ohio
$24.3M -$518K -1,163 -2%
IAN
602
Integrated Advisors Network
Texas
$24.3M +$3.48M +7,821 +17%
TTWM
603
TCV Trust & Wealth Management
Virginia
$24.2M +$23.9M +53,635 New
BWA
604
Burt Wealth Advisors
Maryland
$23.9M -$347K -780 -1%
CCM
605
Ciovacco Capital Management
Georgia
$23.8M +$23.2M +52,178 +9,012%
AGA
606
Accuvest Global Advisors
Utah
$23.8M +$16.4M +36,761 +230%
MCM
607
Monument Capital Management
Virginia
$23.8M +$641K +1,440 +3%
IA
608
IFG Advisors
Missouri
$23.7M +$637K +1,431 +3%
AFS
609
Aft Forsyth & Sober
Florida
$23.6M +$267K +600 +1%
IA
610
IFP Advisors
Florida
$23.4M -$4.55M -10,213 -8%
PAMP
611
Polar Asset Management Partners
Ontario, Canada
$23.4M +$22.5M +50,508 +4,021%
GIM
612
Goelzer Investment Management
Indiana
$23.4M -$2.61M -5,866 -10%
KWMG
613
King Wealth Management Group
Florida
$23.3M -$45.4K -102 -0.2%
CWM
614
Calamos Wealth Management
Illinois
$23.2M +$1.17M +2,632 +5%
OLVIG
615
Oliver Lagore Vanvalin Investment Group
Michigan
$23.1M -$155M -347,843 -87%
AAS
616
Ameritas Advisory Services
Nebraska
$23M -$426K -957 -2%
FWTB
617
First Western Trust Bank
Colorado
$22.9M +$22.2M +49,957 New
RJT
618
Raymond James Trust
Florida
$22.9M -$715K -1,606 -3%
BWP
619
BSW Wealth Partners
Colorado
$22.8M -$764K -1,717 -3%
BCM
620
Bornite Capital Management
New York
$22.6M +$22.3M +50,000 New
LWAC
621
Laurel Wealth Advisors (California)
California
$22.4M -$4.47M -10,042 -17%
PAM
622
Palisade Asset Management
Minnesota
$22.3M -$89.5K -201 -0.4%
HCM
623
Howland Capital Management
Massachusetts
$22.3M +$142K +320 +0.7%
BJL
624
Brighton Jones LLC
Washington
$22.2M +$1.57M +3,534 +8%
Credit Agricole
625
Credit Agricole
France
$22.2M +$18.3M +41,057 +508%

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.