We are live on ! Find out more
SPY icon

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
EW
1351
Emerson Wealth
Michigan
$4.93M -$64.6K -145 -1%
HF
1352
Halpern Financial
Virginia
$4.92M +$1.26M +2,830 +35%
EA
1353
Elm Advisors
California
$4.91M -$5.19M -11,649 -52%
DHFB
1354
Dixon Hubard Feinour & Brown
Virginia
$4.87M -$464K -1,043 -9%
LNB
1355
Ledyard National Bank
$4.87M -$323K -725 -6%
FBA
1356
Front Barnett Associates
Illinois
$4.87M +$653K +1,466 +16%
SCM
1357
Sitrin Capital Management
California
$4.86M -$109K -245 -2%
FAM
1358
Flaharty Asset Management
Florida
$4.84M +$223K +501 +5%
CCM
1359
Cribstone Capital Management
Maine
$4.84M -$2.11M -4,733 -31%
ES
1360
Eagle Strategies
New York
$4.83M -$187K -420 -4%
PAA
1361
Peregrine Asset Advisers
Oregon
$4.82M +$556K +1,248 +13%
DWM
1362
Doyle Wealth Management
Florida
$4.82M +$235K +528 +5%
OAM
1363
Occidental Asset Management
California
$4.8M +$1.74M +3,905 +58%
RCM
1364
Raleigh Capital Management
North Carolina
$4.79M +$1.61M +3,619 +52%
AWA
1365
Amplius Wealth Advisors
Pennsylvania
$4.77M +$445 +1 +0%
RRA
1366
Round Rock Advisors
Connecticut
$4.77M +$410K +921 +10%
LWM
1367
Lyell Wealth Management
California
$4.76M +$69.5K +156 +2%
BMCM
1368
Bryn Mawr Capital Management
Pennsylvania
$4.76M +$510K +1,145 +12%
BHWM
1369
Beaird Harris Wealth Management
Texas
$4.76M +$316K +709 +7%
VCP
1370
Vista Capital Partners
Oregon
$4.71M -$116K -260 -2%
WP
1371
WMS Partners
Maryland
$4.68M +$1.88M +4,230 +69%
TI
1372
Truepoint Inc
Ohio
$4.68M
FIB
1373
First Interstate Bank
Montana
$4.68M -$335K -752 -7%
RG
1374
Retirement Group
California
$4.67M +$1.35M +3,034 +42%
APW
1375
Aurora Private Wealth
New Jersey
$4.63M -$323K -725 -7%

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.