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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
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$14.8M -$758K -1,703 -5%
PFP
802
Paragon Financial Partners
California
$14.8M -$96.6K -217 -0.7%
CCB
803
Country Club Bank
Missouri
$14.7M +$14.3M +32,137 New
QCG
804
Quadrant Capital Group
Ohio
$14.6M -$8.9K -20 -0.1%
SPW
805
Surience Private Wealth
Washington
$14.6M +$7.3M +16,394 +103%
LA
806
Legacy Advisors
Pennsylvania
$14.6M +$4.03M +9,045 +39%
HPC
807
Hobart Private Capital
North Carolina
$14.5M +$5.11M +11,485 +55%
SCM
808
Shapiro Capital Management
Georgia
$14.5M +$4.91M +11,038 +52%
CA
809
Cullinan Associates
Kentucky
$14.4M +$299K +672 +2%
5L
810
55I LLC
Massachusetts
$14.4M +$1.09M +2,452 +8%
FFA
811
Fi3 Financial Advisors
Indiana
$14.4M +$548K +1,230 +4%
GSC
812
G&S Capital
Colorado
$14.3M +$149K +334 +1%
GTAM
813
Global Trust Asset Management
Florida
$14.3M +$415K +933 +3%
PCA
814
Personal Capital Advisors
California
$14.3M -$1.86M -4,189 -12%
SIM
815
Seaview Investment Managers
Florida
$14.2M +$8.38M +18,825 +149%
BFEC
816
Benjamin F. Edwards & Company
Missouri
$14.2M +$3.37M +7,580 +32%
MWA
817
Meridian Wealth Advisors
Texas
$14.2M +$206K +463 +1%
BWA
818
BDO Wealth Advisors
Florida
$14.2M +$2.63M +5,899 +23%
Wolverine Trading
819
Wolverine Trading
Illinois
$14.2M -$1.43B -3,220,825 -99%
AP
820
Appleton Partners
Massachusetts
$14.1M +$130K +292 +0.9%
CWA
821
Clarity Wealth Advisors
California
$14.1M +$577K +1,295 +4%
HI
822
Humankind Investments
New York
$14.1M +$13.9M +31,170 New
FWA
823
FSC Wealth Advisors
New York
$14.1M -$10M -22,557 -42%
RIM
824
Rockbridge Investment Management
New York
$14.1M -$334K -751 -2%
CT
825
Cambridge Trust
Massachusetts
$14M -$2.09M -4,701 -13%

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.