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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
LA
1876
Lifeworks Advisors
Michigan
$1.94M -$4.74M -10,649 -71%
OPWM
1877
Oxinas Partners Wealth Management
Indiana
$1.94M -$12K -27 -0.6%
CPP
1878
Capasso Planning Partners
South Carolina
$1.94M +$1.92M +4,302 New
HCM
1879
Hengehold Capital Management
Ohio
$1.94M +$38.3K +86 +2%
CST
1880
Charles Schwab Trust
Nevada
$1.94M +$776K +1,743 +68%
CRIG
1881
Charter Research & Investment Group
Connecticut
$1.93M -$26.7K -60 -1%
BFIM
1882
Beese Fulmer Investment Management
Ohio
$1.93M -$5.79K -13 -0.3%
CCB
1883
Cutter & Co Brokerage
Missouri
$1.93M +$6.68K +15 +0.4%
AMC
1884
Asset Management Corp
Illinois
$1.93M +$1.12M +2,517 +143%
MW
1885
Milestone Wealth
New York
$1.93M
MSS
1886
Mitchell Sinkler & Starr
Pennsylvania
$1.93M +$668K +1,500 +54%
FSC
1887
Full Sail Capital
Oklahoma
$1.93M -$33.8K -76 -2%
HKAM
1888
Horizon Kinetics Asset Management
New York
$1.93M -$68.1K -153 -3%
ZCM
1889
Ziegler Capital Management
Illinois
$1.92M -$523K -1,174 -22%
SIS
1890
SVB Investment Services
Utah
$1.91M -$258K -579 -12%
OWA
1891
Octavia Wealth Advisors
Ohio
$1.91M -$172K -386 -8%
CPC
1892
Consolidated Planning Corp
Georgia
$1.9M -$61.4K -138 -3%
RMA
1893
Roffman Miller Associates
Pennsylvania
$1.9M
IIC
1894
Ironwood Investment Counsel
Arizona
$1.9M +$608K +1,365 +48%
PAIM
1895
Punch & Associates Investment Management
Minnesota
$1.9M -$44.5K -100 -2%
WI
1896
Wedgewood Investors
Pennsylvania
$1.9M +$47.2K +106 +3%
APIM
1897
Agate Pass Investment Management
Washington
$1.9M -$80.1K -180 -4%
IF
1898
Ironwood Financial
Arizona
$1.89M +$187K +419 +11%
WIA
1899
Westbourne Investment Advisors
Maryland
$1.88M +$78.8K +177 +4%
HP
1900
Highlander Partners
Texas
$1.87M

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.