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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
OPA
2001
Old Port Advisors
Maine
$1.27M -$17.9K -45 -1%
ACM
2002
AlphaStar Capital Management
North Carolina
$1.27M +$65.5K +165 +5%
TSWM
2003
Triangle Securities Wealth Management
North Carolina
$1.27M -$2.78K -7 -0.2%
XF
2004
XML Financial
Maryland
$1.27M +$133K +335 +10%
SFPM
2005
Sensible Financial Planning & Management
Massachusetts
$1.27M +$397 +1 +0%
MCM
2006
McMillion Capital Management
North Carolina
$1.27M -$166K -418 -11%
RWA
2007
River Wealth Advisors
Pennsylvania
$1.26M -$8.74K -22 -0.6%
FAT
2008
First American Trust
California
$1.26M +$106K +268 +8%
HCM
2009
HM Capital Management
Missouri
$1.26M
SAS
2010
Sanford Advisory Services
Michigan
$1.26M -$153K -385 -10%
9WM
2011
9258 Wealth Management
Ohio
$1.26M +$21.8K +55 +2%
PWG
2012
Private Wealth Group
Florida
$1.25M +$54K +136 +4%
CBT
2013
CoreFirst Bank & Trust
Kansas
$1.25M
HCM
2014
Hutchinson Capital Management
California
$1.25M
FMLI
2015
Fukoku Mutual Life Insurance
Japan
$1.25M +$1.39M +3,500 New
POIA
2016
Pin Oak Investment Advisors
Texas
$1.25M +$48.5K +122 +4%
PFA
2017
Plotkin Financial Advisors
Maryland
$1.25M +$345K +869 +33%
RCC
2018
Red Cedar Capital
Nebraska
$1.24M +$12.7K +32 +0.9%
LNWTC
2019
Laird Norton Wetherby Trust Company
Washington
$1.24M -$3.97M -10,000 -74%
MPW
2020
MA Private Wealth
California
$1.24M +$10.3K +26 +0.8%
NG
2021
Northstar Group
New York
$1.23M
FFG
2022
Ford Financial Group
California
$1.23M -$2.54M -6,398 -65%
EWM
2023
EPG Wealth Management
Georgia
$1.23M -$1.59K -4 -0.1%
PNAA
2024
Pictet North America Advisors
Switzerland
$1.22M
SWM
2025
Shakespeare Wealth Management
Wisconsin
$1.22M +$178K +447 +15%

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.