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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
SV
1476
Sturgeon Ventures
United Kingdom
$3.02M
NYLIM
1477
New York Life Investment Management
New York
$3.02M +$1.83M +4,600 +120%
SFP
1478
Sandbox Financial Partners
Maryland
$3.01M +$225K +567 +7%
NB
1479
Northwest Bancshares
Pennsylvania
$3M -$110K -277 -3%
RA
1480
Resolute Advisors
California
$3M +$7.94K +20 +0.2%
TA
1481
TruWealth Advisors
Louisiana
$2.99M +$84.6K +213 +3%
TLP
1482
Trinity Legacy Partners
Texas
$2.99M +$634K +1,596 +24%
V
1483
VeraBank
Texas
$2.98M -$93.3K -235 -3%
MWM
1484
Marietta Wealth Management
Georgia
$2.98M +$261K +658 +9%
JWS
1485
Juncture Wealth Strategies
Arizona
$2.98M -$815K -2,051 -20%
BMO
1486
Beck Mack & Oliver
New York
$2.97M +$38.1K +96 +1%
CWP
1487
CFM Wealth Partners
Texas
$2.96M +$404K +1,018 +14%
PTP
1488
Platform Technology Partners
New York
$2.96M -$608K -1,531 -16%
MIC
1489
Meridian Investment Counsel
California
$2.94M
LWCFA
1490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.94M -$16.3K -41 -0.5%
Wealth Enhancement Advisory Services
1491
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$589K +1,484 +23%
LFA
1492
Laraway Financial Advisors
Minnesota
$2.91M +$71.5K +180 +2%
NG
1493
NWK Group
California
$2.91M +$416K +1,048 +15%
DFA
1494
DHJJ Financial Advisors
Illinois
$2.9M +$10.7K +27 +0.3%
SEIA
1495
Signature Estate & Investment Advisors
California
$2.9M +$1.2M +3,013 +59%
TCOO
1496
Trust Company of Oklahoma
Oklahoma
$2.89M -$49.6K -125 -2%
GPA
1497
Guidance Point Advisors
Massachusetts
$2.89M +$11.5K +29 +0.4%
MIM
1498
Merrion Investment Management
New Jersey
$2.88M -$112K -281 -3%
WC
1499
Woodstock Corp
Massachusetts
$2.88M -$119K -300 -4%
REMPR
1500
Roof Eidam Maycock Peralta (REMP)
California
$2.87M +$2.74M +6,895 +611%

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.