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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
TCM
876
Towercrest Capital Management
Pennsylvania
$12.7M -$291K -653 -2%
SL
877
Salomon & Ludwin
Virginia
$12.6M +$796K +1,789 +7%
FWC
878
First Washington Corp
Washington
$12.6M +$1.18M +2,659 +11%
LCM
879
Linker Capital Management
Kentucky
$12.6M
ECML
880
Eagle Capital Management (Louisiana)
Louisiana
$12.5M -$12.6M -28,366 -51%
CFM
881
Comprehensive Financial Management
California
$12.5M -$757K -1,700 -6%
Lazard Asset Management
882
Lazard Asset Management
New York
$12.4M -$3.66M -8,227 -23%
NEGWA
883
New England Guild Wealth Advisors
Connecticut
$12.4M -$166K -372 -1%
OPCM
884
Osborne Partners Capital Management
California
$12.4M +$3.52M +7,900 +40%
BC
885
Belmont Capital
California
$12.4M -$423K -949 -3%
SSWM
886
Smith Salley Wealth Management
North Carolina
$12.4M -$504K -1,131 -4%
NCM
887
Neumann Capital Management
California
$12.4M +$365K +819 +3%
FHA
888
Flagship Harbor Advisors
Massachusetts
$12.3M +$3.27M +7,342 +37%
OFS
889
Oldfather Financial Services
Nebraska
$12.3M +$4.01K +9 +0%
CBB
890
Citizens Business Bank
California
$12.3M -$147K -331 -1%
CWA
891
Clarus Wealth Advisors
Arizona
$12.3M +$4.45K +10 +0%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$12.2M -$18.7K -42 -0.2%
BC
893
Bartlett & Co
Ohio
$12.2M -$18.7K -42 -0.2%
FGG
894
Financial Guidance Group
Florida
$12.2M +$12M +27,007 New
BL
895
BFSG LLC
California
$12.2M +$521K +1,171 +5%
SP
896
Successful Portfolios
Florida
$12.2M -$152K -342 -1%
IBOK
897
Independence Bank of Kentucky
Kentucky
$12.2M +$1.58M +3,559 +15%
OL
898
Optas LLC
Texas
$12.2M
ASGS
899
Alpha Square Group S
New York
$12.1M +$11.9M +26,700 New
BWM
900
Brickley Wealth Management
California
$12M

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.