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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
GWS
1276
Glassman Wealth Services
Virginia
$5.7M -$70.8K -159 -1%
UAS
1277
United Asset Strategies
New York
$5.7M -$792K -1,780 -12%
LAS
1278
LWM Advisory Services
Florida
$5.68M +$476K +1,070 +9%
CGH
1279
CMG Global Holdings
Texas
$5.67M -$7.1M -15,950 -56%
LPIC
1280
LeJeune Puetz Investment Counsel
Michigan
$5.67M -$20K -45 -0.4%
WDL
1281
Well Done LLC
Michigan
$5.67M -$18.7K -42 -0.3%
TBWA
1282
Three Bridge Wealth Advisors
California
$5.63M +$5.53M +12,413 New
WCFA
1283
Walkner Condon Financial Advisors
Wisconsin
$5.62M +$2.14M +4,802 +63%
GM
1284
GeoWealth Management
Illinois
$5.61M +$933K +2,095 +20%
BSA
1285
Braun Stacey Associates
New York
$5.61M -$483K -1,086 -8%
WB
1286
West Bancorporation
Iowa
$5.59M +$5.51M +12,380 New
MA
1287
Modus Advisors
Minnesota
$5.58M -$64.6K -145 -1%
MWM
1288
Modera Wealth Management
New Jersey
$5.58M +$155K +348 +3%
CMI
1289
Clare Market Investments
Texas
$5.54M +$1.5M +3,373 +38%
PIA
1290
Perennial Investment Advisors
California
$5.53M +$3.31M +7,438 +155%
Man Group
1291
Man Group
United Kingdom
$5.53M +$1.48M +3,317 +37%
AWA
1292
Arkadios Wealth Advisors
Georgia
$5.51M -$88.6K -199 -2%
C
1293
Cliffwater
California
$5.51M
PWA
1294
PCG Wealth Advisors
Kansas
$5.5M +$1.22M +2,749 +29%
CWM
1295
CCG Wealth Management
California
$5.5M -$6.43M -14,435 -54%
CG
1296
Cutler Group
California
$5.46M -$51.8M -116,300 -91%
BPWM
1297
Badgley Phelps Wealth Managers
Washington
$5.45M -$90.8K -204 -2%
WAM
1298
Wallington Asset Management
Indiana
$5.43M +$4.7M +10,548 +717%
RT
1299
Rockland Trust
Massachusetts
$5.42M +$437K +981 +9%
MFG
1300
Magnus Financial Group
New York
$5.41M +$3.77M +8,467 +242%

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.