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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
HA
2026
HC Advisors
Georgia
$1.22M +$1.19K +3 +0.1%
AFS
2027
Annapolis Financial Services
Maryland
$1.22M +$80.2K +202 +6%
IIC
2028
Ironwood Investment Counsel
Arizona
$1.22M -$222K -559 -14%
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M -$84.6K -213 -6%
BWM
2030
BerganKDV Wealth Management
Minnesota
$1.22M -$33.4K -84 -2%
ST
2031
Sabal Trust
Florida
$1.21M -$479K -1,205 -26%
HWM
2032
Hemington Wealth Management
Virginia
$1.21M -$1.99K -5 -0.1%
CPC
2033
Congress Park Capital
New York
$1.21M +$238K +600 +21%
CWM
2034
Cranbrook Wealth Management
Michigan
$1.21M
RFA
2035
RTD Financial Advisors
Pennsylvania
$1.21M -$119K -300 -8%
IAS
2036
Investment Advisory Services
Texas
$1.21M
RIG
2037
Renaissance Investment Group
Massachusetts
$1.2M -$37.7K -95 -3%
ISL
2038
Ingalls & Snyder LLC
New York
$1.2M +$306K +771 +30%
EWM
2039
Endurance Wealth Management
Rhode Island
$1.2M +$17.9K +45 +1%
RhumbLine Advisers
2040
RhumbLine Advisers
Massachusetts
$1.2M -$27.8K -70 -2%
TWM
2041
Tradition Wealth Management
Minnesota
$1.2M +$70.7K +178 +6%
HNWA
2042
Henrickson Nauta Wealth Advisors
Michigan
$1.19M
MWAM
2043
Manhattan West Asset Management
California
$1.19M +$220K +553 +20%
SIAP
2044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.19M +$397 +1 +0%
SSCA
2045
South Shore Capital Advisors
Massachusetts
$1.18M +$8.34K +21 +0.6%
HDIM
2046
Hanson & Doremus Investment Management
Vermont
$1.18M +$397 +1 +0%
WIC
2047
WealthBridge Investment Counsel
Alberta, Canada
$1.18M -$9.53K -24 -0.7%
CFA
2048
Compass Financial Advisors
Indiana
$1.18M +$3.57K +9 +0.3%
IGGA
2049
Iron Gate Global Advisors
Utah
$1.17M +$227K +572 +18%
VCM
2050
Violich Capital Management
California
$1.17M -$39.7K -100 -3%

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.