We are live on ! Find out more
SPY icon

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
LRIA
2101
Leonard Rickey Investment Advisors
Washington
$1.36M -$150K -338 -10%
CFMC
2102
Curbstone Financial Management Corp
New Hampshire
$1.36M +$134K +300 +11%
GCM
2103
Goldstream Capital Management
Hong Kong
$1.36M -$1.41M -3,160 -51%
BAS
2104
Brown Advisory Securities
Maryland
$1.36M -$133K -298 -9%
CIP
2105
Chartwell Investment Partners
Pennsylvania
$1.36M
TP
2106
Tranquility Partners
Tennessee
$1.35M -$24.5K -55 -2%
LFG
2107
Leverty Financial Group
Wisconsin
$1.35M +$1.07M +2,409 +413%
AA
2108
Advisory Alpha
Michigan
$1.35M -$19.1K -43 -1%
MF
2109
Manchester Financial
California
$1.35M -$143K -322 -10%
MWM
2110
Maltin Wealth Management
New Jersey
$1.34M +$4.45K +10 +0.3%
ACP
2111
Ashfield Capital Partners
California
$1.34M +$271K +608 +26%
IGGA
2112
Iron Gate Global Advisors
Utah
$1.33M -$99.7K -224 -7%
CI
2113
CPR Investments
Michigan
$1.33M -$5.38M -12,094 -80%
TC
2114
Trilogy Capital
California
$1.33M +$26.3K +59 +2%
GI
2115
Gradient Investments
Minnesota
$1.32M -$390M -876,338 -100%
IAS
2116
Investment Advisory Services
Texas
$1.32M
SC
2117
Solstein Capital
California
$1.32M -$145K -326 -10%
PWPS
2118
Pinnacle Wealth Planning Services
Ohio
$1.32M +$13.1M +29,513 +159%
SAM
2119
SignalPoint Asset Management
Missouri
$1.31M +$5.79K +13 +0.4%
SAMC
2120
Spectrum Asset Management (California)
California
$1.31M -$43.6K -98 -3%
HWIS
2121
Hancock Whitney Investment Services
Louisiana
$1.31M -$349K -785 -21%
WWA
2122
WC Walker & Associates
California
$1.31M +$4.9K +11 +0.4%
SAM
2123
Summit Asset Management
Tennessee
$1.31M +$5.34K +12 +0.4%
MMG
2124
Monetary Management Group
Missouri
$1.31M -$111K -250 -8%
RWA
2125
Roberts Wealth Advisors
California
$1.3M -$177K -398 -12%

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.