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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
KCM
2051
Kornitzer Capital Management
Kansas
$1.48M +$1.45M +3,265 New
CCM
2052
Compton Capital Management
Rhode Island
$1.47M -$136K -305 -9%
BSSFA
2053
Baron Silver Stevens Financial Advisors
Florida
$1.47M +$361K +810 +33%
CM
2054
Cornerstone Management
Georgia
$1.47M -$40.1K -90 -3%
AG
2055
Ascent Group
Virginia
$1.47M -$26.3K -59 -2%
BWM
2056
BerganKDV Wealth Management
Minnesota
$1.46M -$315K -708 -18%
LDB
2057
Lee, Danner & Bass
Tennessee
$1.46M -$75.7K -170 -5%
HWM
2058
Horizon Wealth Management
Illinois
$1.46M +$186K +417 +15%
HCM
2059
Hutchinson Capital Management
California
$1.46M +$623K +1,400 +77%
ELC
2060
Edgar Lomax Company
Virginia
$1.46M
EWM
2061
Endurance Wealth Management
Rhode Island
$1.46M +$11.6K +26 +0.8%
SCC
2062
Spring Creek Capital
Kansas
$1.46M +$223K +500 +25%
ACM
2063
Ayrshire Capital Management
Connecticut
$1.45M -$93.5K -210 -6%
SIAP
2064
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M -$155K -349 -10%
AFS
2065
Annapolis Financial Services
Maryland
$1.45M
ACS
2066
Archford Capital Strategies
Illinois
$1.45M +$67.2K +151 +5%
CCP
2067
Clarkston Capital Partners
Michigan
$1.44M +$31.6K +71 +2%
PHS
2068
Pekin Hardy Strauss
Illinois
$1.44M -$16K -36 -1%
FAT
2069
First American Trust
California
$1.44M -$73.9K -166 -5%
POIA
2070
Pin Oak Investment Advisors
Texas
$1.44M -$30.7K -69 -2%
RIG
2071
Renaissance Investment Group
Massachusetts
$1.44M -$17.4K -39 -1%
LA
2072
LVW Advisors
New York
$1.44M +$890 +2 +0.1%
LWIC
2073
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.44M
VAS
2074
Valicenti Advisory Services
New York
$1.44M +$31.6K +71 +2%
OWA
2075
Opal Wealth Advisors
New York
$1.44M +$72.6K +163 +5%

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.