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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
ESBC
1501
E.S. Barr & Co
Kentucky
$3.69M -$1.69M -3,798 -32%
WCM
1502
Wunderlich Capital Managemnt
Tennessee
$3.67M -$331K -744 -8%
DAM
1503
Deltec Asset Management
New York
$3.67M -$793K -1,781 -18%
FUBT
1504
First United Bank & Trust
Maryland
$3.65M -$34.3K -77 -0.9%
CFFP
1505
Center for Financial Planning
Michigan
$3.65M +$1.81M +4,068 +101%
GPA
1506
Guidance Point Advisors
Massachusetts
$3.63M +$25.8K +58 +0.7%
TA
1507
TruWealth Advisors
Louisiana
$3.63M +$45K +101 +1%
RWP
1508
Ridgecrest Wealth Partners
California
$3.61M +$1.22M +2,745 +52%
VAM
1509
Vienna Asset Management
California
$3.6M +$2.09M +4,700 +144%
ISB
1510
Iowa State Bank
Iowa
$3.6M +$245K +551 +7%
CWM
1511
ClientFirst Wealth Management
Arkansas
$3.58M
MF
1512
Montis Financial
Massachusetts
$3.56M -$30.3K -68 -0.9%
DWMG
1513
DB Wealth Management Group
California
$3.55M -$1.63M -3,667 -32%
SHFA
1514
SC&H Financial Advisors
Maryland
$3.55M +$515K +1,157 +17%
OA
1515
Operose Advisors
Wisconsin
$3.55M -$277K -623 -7%
DFA
1516
DHJJ Financial Advisors
Illinois
$3.55M +$75.2K +169 +2%
CCM
1517
Cohen Capital Management
California
$3.55M +$3.5M +7,854 New
OGF
1518
Orin Green Financial
California
$3.54M
TLCM
1519
Twin Lakes Capital Management
California
$3.54M +$9.79K +22 +0.3%
MWP
1520
Madison Wealth Partners
Wisconsin
$3.54M +$12.5K +28 +0.4%
CA
1521
Cornerstone Advisory
Maryland
$3.54M +$107K +241 +3%
T
1522
TCWP
Ohio
$3.53M -$679K -1,526 -16%
NPT
1523
Nixon Peabody Trust
Massachusetts
$3.52M -$41.8K -94 -1%
LIM
1524
Loudon Investment Management
New Hampshire
$3.49M +$111K +250 +3%
RIG
1525
Roosevelt Investment Group
New York
$3.48M -$1.47M -3,291 -30%

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.