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
VCM
751
Verger Capital Management
North Carolina
$13.3M +$9.17M +23,092 +162%
IAA
752
Ironsides Asset Advisors
North Carolina
$13.3M
GSC
753
G&S Capital
Colorado
$13.3M +$110K +276 +0.7%
Luther King Capital Management (LKCM)
754
Luther King Capital Management (LKCM)
Texas
$13.2M -$2.61M -6,564 -15%
First Manhattan
755
First Manhattan
New York
$13.2M +$1.04M +2,619 +8%
TA
756
TKG Advisors
Indiana
$13.2M +$348K +877 +2%
GWAM
757
Guardian Wealth Advisors (Minnesota)
Minnesota
$13.2M +$676K +1,702 +5%
FWM
758
Foresight Wealth Management
Utah
$13.1M -$66.6M -167,787 -82%
CSPIA
759
Cary Street Partners Investment Advisory
Virginia
$13.1M -$272K -684 -2%
LIM
760
Leavell Investment Management
Alabama
$13.1M +$238K +600 +2%
PFM
761
Patton Fund Management
Texas
$13.1M -$474K -1,193 -3%
PWA
762
PCG Wealth Advisors
Kansas
$13.1M +$6.51M +16,399 +81%
OC
763
Oakworth Capital
Alabama
$13M +$1.99K +5 +0%
EFS
764
Essex Financial Services
Connecticut
$13M +$606K +1,527 +4%
TMWM
765
Taylor & Morgan Wealth Management
Michigan
$12.9M -$824K -2,076 -5%
MWM
766
MorganRosel Wealth Management
Colorado
$12.8M -$544K -1,371 -4%
WSTAM
767
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M -$152K -383 -1%
BBA
768
BLB&B Advisors
Pennsylvania
$12.7M -$259K -653 -2%
SWP
769
Strategic Wealth Partners
Ohio
$12.7M +$1.18M +2,966 +9%
GTAM
770
Global Trust Asset Management
Florida
$12.6M +$785K +1,976 +6%
GVAG
771
Great Valley Advisor Group
Delaware
$12.6M -$1.57M -3,965 -10%
LFG
772
Lazard Frères Gestion
France
$12.5M -$135K -340 -1%
FMWA
773
Forvis Mazars Wealth Advisors
Missouri
$12.5M -$153K -386 -1%
FFN
774
Focus Financial Network
Minnesota
$12.5M +$622K +1,567 +5%
CWA
775
Clarity Wealth Advisors
California
$12.5M +$720K +1,813 +5%

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.