We are live on ! Find out more
SPY icon

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
WAAG
1626
Wealth Alliance Advisory Group
Kansas
$2.3M -$268K -676 -10%
WAM
1627
WealthTrust Asset Management
Florida
$2.29M -$2.19M -5,512 -46%
ZCM
1628
Ziegler Capital Management
Illinois
$2.29M -$23.8K -60 -0.9%
NI
1629
Noked Israel
Israel
$2.29M +$2.55M +6,409 New
HCMT
1630
Highland Capital Management (Tennessee)
Tennessee
$2.28M -$21.8K -55 -0.9%
CT
1631
Colonial Trust
South Carolina
$2.28M +$2.53M +6,382 New
BFA
1632
Beaumont Financial Advisors
Massachusetts
$2.28M -$680K -1,713 -21%
CIP
1633
Capital Insight Partners
Arizona
$2.27M -$313K -787 -11%
ECAM
1634
East Coast Asset Management
Massachusetts
$2.27M
HWM
1635
Howard Wealth Management
Connecticut
$2.27M +$1.22M +3,062 +93%
WJA
1636
Willis Johnson & Associates
Texas
$2.26M +$6.35K +16 +0.3%
ME
1637
McIlrath & Eck
Washington
$2.25M +$15.1K +38 +0.6%
CAAS
1638
Capital Asset Advisory Services
Michigan
$2.25M +$19.1K +48 +0.8%
BCA
1639
Bray Capital Advisors
Florida
$2.24M -$29K -73 -1%
WPC
1640
Waters Parkerson & Co
Louisiana
$2.24M -$1.59K -4 -0.1%
SIC
1641
Sterling Investment Counsel
New York
$2.24M
SOS
1642
Silver Oak Securities
Tennessee
$2.22M +$163K +410 +9%
MIAS
1643
Mason Investment Advisory Services
Virginia
$2.22M -$40.5K -102 -2%
CC
1644
Cadinha & Co
Hawaii
$2.21M -$1.99K -5 -0.1%
BCM
1645
Beck Capital Management
Texas
$2.21M +$2.46M +6,186 New
VIP
1646
Vantage Investment Partners
Missouri
$2.21M -$477K -1,200 -16%
SFM
1647
Signet Financial Management
New Jersey
$2.2M +$17.5K +44 +0.7%
CPFP
1648
Clear Perspectives Financial Planning
Ohio
$2.2M -$133K -335 -5%
FA
1649
Fagan Associates
New York
$2.18M -$15.9K -40 -0.7%
IA
1650
Insight Advisors
Pennsylvania
$2.18M +$9.53K +24 +0.4%

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.