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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
PA
1551
Perennial Advisors
New York
$3.34M +$231K +518 +8%
LIA
1552
LBMC Investment Advisors
Tennessee
$3.33M +$6.68K +15 +0.2%
VIP
1553
Vantage Investment Partners
Missouri
$3.33M +$2.95M +6,619 +891%
PSIWM
1554
Paradigm Strategies in Wealth Management
Minnesota
$3.32M +$75.2K +169 +2%
MGWM
1555
Marks Group Wealth Management
Minnesota
$3.32M +$1.16M +2,602 +55%
SIC
1556
Samalin Investment Counsel
New York
$3.32M -$1.16M -2,610 -26%
BIP
1557
Blueprint Investment Partners
North Carolina
$3.31M +$2.67K +6 +0.1%
PCIA
1558
Prime Capital Investment Advisors
Kansas
$3.3M -$26.7K -60 -0.9%
CWP
1559
CFM Wealth Partners
Texas
$3.3M +$297K +668 +10%
BFC
1560
Bedel Financial Consulting
Indiana
$3.3M +$240K +538 +8%
TWA
1561
TCI Wealth Advisors
Arizona
$3.29M -$14.2K -32 -0.4%
PP
1562
Prosperity Planning
Missouri
$3.28M
FVCM
1563
F&V Capital Management
Florida
$3.27M -$243K -545 -7%
RMC
1564
Regis Management Company
California
$3.27M
ZIC
1565
ZWJ Investment Counsel
Georgia
$3.26M -$464K -1,042 -13%
GIA
1566
Guyasuta Investment Advisors
Pennsylvania
$3.26M +$434K +975 +16%
HGERS
1567
Householder Group Estate & Retirement Specialist
Arizona
$3.26M +$166K +373 +5%
EVM
1568
Evelyn V. Moreno
$3.26M
NG
1569
NWK Group
California
$3.25M -$64.6K -145 -2%
TWM
1570
Triton Wealth Management
Arizona
$3.24M
COCM
1571
Charter Oak Capital Management
New Hampshire
$3.23M +$147K +330 +5%
WFA
1572
Wipfli Financial Advisors
Wisconsin
$3.23M +$1.85M +4,164 +139%
CC
1573
Callan Capital
California
$3.23M +$66.8K +150 +2%
BRM
1574
Boston Research & Management
Massachusetts
$3.23M
BTW
1575
Boston Trust Walden
Massachusetts
$3.22M

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.