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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
SPFA
1776
Summit Place Financial Advisors
New Jersey
$1.81M
EP
1777
EPIQ Partners
Minnesota
$1.8M -$39.7K -100 -2%
SWAG
1778
Spectrum Wealth Advisory Group
California
$1.8M -$7.15K -18 -0.4%
MW
1779
Milestone Wealth
New York
$1.8M
GAM
1780
Gemmer Asset Management
California
$1.8M +$11.5K +29 +0.6%
WWA
1781
WCG Wealth Advisors
Nevada
$1.79M +$50.8K +128 +3%
BWP
1782
Baldwin Wealth Partners
Massachusetts
$1.79M -$65.5K -165 -3%
WA
1783
Wealth Advisors
California
$1.79M +$36.1K +91 +2%
PBC
1784
Pavion Blue Capital
California
$1.79M +$34.2K +86 +2%
ICM
1785
Infini Capital Management
Hong Kong
$1.79M +$1.99M +5,000 New
OPWM
1786
Oxinas Partners Wealth Management
Indiana
$1.78M +$35.3K +89 +2%
CGH
1787
Crossmark Global Holdings
Texas
$1.77M +$1.34M +3,364 +210%
MRWM
1788
ML&R Wealth Management
Texas
$1.77M +$22.6K +57 +1%
First Trust Advisors
1789
First Trust Advisors
Illinois
$1.77M +$1.97M +4,963 New
SA
1790
Sunesis Advisors
Kansas
$1.77M -$50.8K -128 -3%
KTC
1791
Kistler-Tiffany Companies
Pennsylvania
$1.77M
AIM
1792
Anchor Investment Management
South Carolina
$1.77M +$31.4K +79 +2%
CHA
1793
Cooper/Haims Advisors
New York
$1.76M +$3.57K +9 +0.2%
SFS
1794
Summit Financial Strategies
Ohio
$1.76M -$69.1K -174 -3%
JPLA
1795
Joseph P. Lucia & Associates
New York
$1.76M -$33.8K -85 -2%
BIA
1796
BHK Investment Advisors
Alabama
$1.76M
AWP
1797
Abacus Wealth Partners
California
$1.76M -$120K -302 -6%
HWA
1798
HCR Wealth Advisors
California
$1.76M -$17.9K -45 -0.9%
CCT
1799
Capital City Trust
Florida
$1.75M -$57.6K -145 -3%
TAM
1800
Trillium Asset Management
Massachusetts
$1.75M -$9.53K -24 -0.5%

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.