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
MG
626
Meritage Group
California
$17.4M -$17.8M -44,877 -48%
B
627
Bailard
California
$17.4M -$593K -1,492 -3%
CI Investments Inc
628
CI Investments Inc
Ontario, Canada
$17.3M -$10.4M -26,089 -35%
AWM
629
Angeles Wealth Management
California
$17.2M +$2.27M +5,715 +13%
MWPCG
630
Measured Wealth Private Client Group
New Hampshire
$17.2M +$17.6M +44,225 +1,130%
AP
631
Archon Partners
New Jersey
$17.1M
KWM
632
Keebeck Wealth Management
Illinois
$17.1M +$155K +391 +0.8%
ATC
633
Adirondack Trust Company
New York
$17.1M +$632K +1,591 +3%
MFG
634
Merit Financial Group
Georgia
$17M -$27.4M -69,016 -59%
SCA
635
Snowden Capital Advisors
New York
$17M -$371K -934 -2%
CA
636
Cornerstone Advisors
North Carolina
$17M -$1.99M -5,000 -10%
Walleye Capital
637
Walleye Capital
New York
$17M +$17.7M +44,540 +1,509%
SMC
638
Smith, Moore & Co
Missouri
$16.9M +$1.92M +4,829 +11%
BCV
639
Banque Cantonale Vaudoise
Switzerland
$16.9M +$502K +1,265 +3%
5L
640
55I LLC
Massachusetts
$16.9M +$4.9M +12,334 +35%
WFO
641
Wealthgate Family Office
Colorado
$16.9M +$29.8K +75 +0.2%
Principal Financial Group
642
Principal Financial Group
Iowa
$16.9M +$896K +2,256 +5%
TSW
643
Thompson Siegel & Walmsley
Virginia
$16.8M +$50K +126 +0.3%
FEM
644
Fulcrum Equity Management
Texas
$16.8M -$529K -1,333 -3%
BWAM
645
Boyd Watterson Asset Management
Ohio
$16.8M
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$16.8M -$5.54M -13,939 -23%
FT
647
Fiduciary Trust
Massachusetts
$16.8M -$401K -1,009 -2%
GEA
648
Glen Eagle Advisors
New Jersey
$16.7M -$644K -1,622 -3%
ODG
649
O'Dell Group
Ohio
$16.7M -$136K -342 -0.7%
JFL
650
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.6M -$9.93K -25 -0.1%

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.