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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
CSPAM
1826
Cary Street Partners Asset Management
Virginia
$2.12M -$40.1K -90 -2%
BSA
1827
Bull Street Advisors
Georgia
$2.11M -$40.1K -90 -2%
JIR
1828
James Investment Research
Ohio
$2.11M +$349K +785 +20%
AIMC
1829
Alley Investment Management Company
Illinois
$2.11M +$2.08M +4,670 New
JF
1830
JSF Financial
California
$2.1M +$308K +692 +17%
SIA
1831
SeaBridge Investment Advisors
New Jersey
$2.1M
ST
1832
Sabal Trust
Florida
$2.1M -$81K -182 -4%
WCG
1833
Weaver Consulting Group
California
$2.1M +$115K +258 +6%
WAS
1834
WESPAC Advisors SoCal
California
$2.09M -$455K -1,021 -18%
RP
1835
Rice Partnership
Hawaii
$2.09M -$22.3K -50 -1%
KOC
1836
Koss-Olinger Consulting
Florida
$2.08M +$1.33M +2,990 +186%
SDWMA
1837
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.07M +$115K +259 +6%
EK
1838
Evensky & Katz
Florida
$2.07M +$186K +418 +10%
AWM
1839
Affinity Wealth Management
Delaware
$2.06M -$104K -233 -5%
ACM
1840
Absolute Capital Management
Pennsylvania
$2.06M +$1.91M +4,280 +1,512%
SEIA
1841
Signature Estate & Investment Advisors
California
$2.06M -$1.72M -3,858 -46%
LPT
1842
Legacy Private Trust
Wisconsin
$2.05M +$13.4K +30 +0.7%
CPSAC
1843
Chas P. Smith & Associates (CPS)
Florida
$2.05M +$172K +387 +9%
SHJ
1844
Sharkey, Howes & Javer
Colorado
$2.05M -$105K -235 -5%
CTB
1845
Country Trust Bank
Illinois
$2.05M -$14.7K -33 -0.7%
KCFA
1846
Key Client Fiduciary Advisors
New Jersey
$2.04M +$104K +234 +5%
BC
1847
Burney Company
Virginia
$2.04M -$447K -1,003 -18%
SMA
1848
Sage Mountain Advisors
Georgia
$2.04M -$4.1M -9,209 -67%
MCM
1849
Morton Capital Management
California
$2.03M +$282K +634 +16%
OFW
1850
Omnia Family Wealth
Florida
$2.02M -$41K -92 -2%

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.