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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
SWMP
1576
Signature Wealth Management Partners
New Jersey
$2.48M
FVCM
1577
F&V Capital Management
Florida
$2.47M -$59.6K -150 -2%
RW
1578
Rede Wealth
Virginia
$2.47M -$581K -1,463 -17%
HIG
1579
Heritage Investment Group
Florida
$2.47M +$794 +2 +0%
PFM
1580
Phillips Financial Management
Indiana
$2.47M +$2.74M +6,905 New
HFA
1581
High Falls Advisors
New York
$2.46M -$76.6K -193 -3%
TWA
1582
TCI Wealth Advisors
Arizona
$2.46M -$1.59K -4 -0.1%
FFA
1583
Fragasso Financial Advisors
Pennsylvania
$2.46M -$19.9K -50 -0.7%
ACP
1584
Arcus Capital Partners
Georgia
$2.45M -$3.9M -9,808 -59%
TSWM
1585
Tyler-Stone Wealth Management
Ohio
$2.45M +$369K +930 +16%
MWM
1586
Madison Wealth Management
Ohio
$2.45M -$15.9K -40 -0.6%
LFG
1587
Lockerman Financial Group
California
$2.45M +$62.7K +158 +2%
FANJ
1588
Financial Architects (New Jersey)
New Jersey
$2.44M +$2.72M +6,841 New
SHFA
1589
SC&H Financial Advisors
Maryland
$2.44M -$62.7K -158 -2%
TCB
1590
Texas Capital Bancshares
Texas
$2.44M
KLI
1591
Kelman-Lazarov Inc
Tennessee
$2.44M
JHCP
1592
Jackson Hole Capital Partners
Oklahoma
$2.43M +$2.18M +5,501 +426%
PMG
1593
ProVise Management Group
Florida
$2.41M -$111K -280 -4%
RRCM
1594
Rappaport Reiches Capital Management
Illinois
$2.41M -$9.93K -25 -0.4%
BA
1595
BCM Advisors
Louisiana
$2.41M -$3.18K -8 -0.1%
WIM
1596
WealthPlan Investment Management
Nebraska
$2.41M +$2.44M +6,133 New
FPB
1597
First PREMIER Bank
South Dakota
$2.41M +$91.3K +230 +4%
RPC
1598
Rossmore Private Capital
Connecticut
$2.4M -$19.1K -48 -0.7%
BFA
1599
Beacon Financial Advisory
Ohio
$2.4M +$137K +345 +5%
CFA
1600
Capstone Financial Advisors
Illinois
$2.4M +$309K +779 +13%

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.