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
AC
1101
Avestar Capital
New York
$6.07M +$52.4K +132 +0.8%
SIC
1102
Shoker Investment Counsel
Ohio
$6.06M -$89.4K -225 -1%
SWA
1103
Sutton Wealth Advisors
Florida
$6.05M +$32.2K +81 +0.5%
SWM
1104
SeaCrest Wealth Management
New York
$6.04M +$849K +2,139 +14%
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$6.02M -$27K -68 -0.4%
RA
1106
RFG Advisory
Alabama
$6.02M +$2.1M +5,294 +51%
HT
1107
Heritage Trust
Oklahoma
$6M +$26.6K +67 +0.4%
KWM
1108
Kolinsky Wealth Management
New Jersey
$5.94M -$232K -585 -3%
CP
1109
Castleview Partners
Texas
$5.91M +$5.06M +12,735 +334%
MSWMA
1110
Market Street Wealth Management Advisors
Indiana
$5.88M +$1.76M +4,422 +37%
LSA
1111
Lansing Street Advisors
Pennsylvania
$5.82M +$174K +438 +3%
DWM
1112
Destination Wealth Management
California
$5.81M +$243K +612 +4%
AC
1113
Annandale Capital
Texas
$5.81M -$7.94K -20 -0.1%
CAM
1114
Columbia Asset Management
Michigan
$5.8M -$17.5K -44 -0.3%
WCM
1115
Washington Capital Management
Washington
$5.8M +$864K +2,175 +15%
PAM
1116
Panagora Asset Management
Massachusetts
$5.8M -$4.37M -11,014 -40%
CC
1117
Codex Capital
New York
$5.79M
PCIG
1118
Partners Capital Investment Group
Massachusetts
$5.79M +$4.19M +10,541 +186%
FPAS
1119
Focus Partners Advisor Solutions
Missouri
$5.78M +$1.58M +3,976 +33%
CCFM
1120
Clear Creek Financial Management
Washington
$5.78M -$298K -750 -4%
HHGC
1121
Hunting Hill Global Capital
New York
$5.77M +$6.41M +16,143 New
WHG
1122
Westwood Holdings Group
Texas
$5.76M +$9.93K +25 +0.2%
KLCM
1123
KG&L Capital Management
Louisiana
$5.74M +$89K +224 +1%
PWM
1124
Palumbo Wealth Management
New York
$5.72M -$3.57K -9 -0.1%
LAM
1125
L2 Asset Management
Massachusetts
$5.72M +$169K +426 +45%

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.