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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
Principal Financial Group
701
Principal Financial Group
Iowa
$18.4M +$18.2M +40,805 New
HPWM
702
Highland Private Wealth Management
Washington
$18.2M -$55.7K -125 -0.3%
LF
703
LifeSteps Financial
California
$18.2M -$907K -2,037 -5%
CWP
704
Curated Wealth Partners
California
$18.1M
PHAM
705
Palisades Hudson Asset Management
Florida
$18.1M -$77.9K -175 -0.4%
LCM
706
LCM Capital Management
Illinois
$18.1M -$8.01K -18 -0%
SCP
707
Syntal Capital Partners
Texas
$18.1M +$3.93M +8,827 +28%
ACM
708
Alight Capital Management
New York
$18.1M -$13.4M -30,000 -43%
CS
709
Comerica Securities
Michigan
$18.1M +$455K +1,022 +3%
ECM
710
Evergreen Capital Management
Washington
$18.1M +$2.09M +4,698 +13%
RIA
711
Regal Investment Advisors
Michigan
$17.9M +$334K +750 +2%
WFA
712
Wellspring Financial Advisors
Ohio
$17.9M -$356K -799 -2%
PA
713
Parallel Advisors
California
$17.9M +$1.97M +4,418 +13%
PCA
714
Permit Capital Advisors
Pennsylvania
$17.9M +$1.1B +2,461,861 New
DFA
715
DHK Financial Advisors
New Hampshire
$17.9M +$161K +362 +0.9%
TWP
716
Transparent Wealth Partners
Arkansas
$17.9M +$14.5M +32,650 +476%
Berkshire Hathaway
717
Berkshire Hathaway
Nebraska
$17.8M
GWSG
718
GPS Wealth Strategies Group
Colorado
$17.7M +$4.71M +10,573 +37%
MCM
719
Magnolia Capital Management
New York
$17.7M -$203K -456 -1%
AFG
720
Albion Financial Group
Utah
$17.6M -$276K -620 -2%
TM
721
Tikvah Management
North Carolina
$17.6M
SAM
722
Securian Asset Management
Minnesota
$17.6M +$1.25M +2,810 +8%
FIBT
723
First International Bank & Trust
North Dakota
$17.6M +$215K +483 +1%
B
724
Barings
North Carolina
$17.6M +$16.9M +37,966 +4,087%
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
$17.5M -$1.24M -2,780 -7%

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.