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State Street SPDR S&P 500 ETF Trust

3,693 hedge funds and large institutions have $304B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,429 increasing their positions, 1,588 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 141

0% more funds holding

Funds holding: 3,6823,693 (+11)

2% less capital invested

Capital invested by funds: $310B → $304B (-$6.07B)

2% less funds holding in top 10

Funds holding in top 10: 1,0731,047 (-26)

6.18% less ownership

Funds ownership: 63.81%57.62% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 1,429 | Existing positions reduced: 1,588

59% less call options, than puts

Call options by funds: $276B | Put options by funds: $674B

Holders
3,693
Holders Change
+11
Holders Change %
+0.3%
% of All Funds
53.19%
Holding in Top 10
1,047
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.42%
% of All Funds
15.08%
New
206
Increased
1,429
Reduced
1,588
Closed
141
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Change in
Stake
TA
226
Teramo Advisors
Florida
$136M
SOW
227
State of Wyoming
Wyoming
$134M +$15.6M +31,275 +14%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$134M -$18.3M -36,691 -13%
SF
229
Synovus Financial
Georgia
$134M -$11.7M -23,520 -8%
Vontobel Holding
230
Vontobel Holding
Switzerland
$133M +$498K +1,001 +0.4%
SMM
231
Stadion Money Management
Georgia
$133M -$8.56M -17,192 -6%
SCM
232
SCS Capital Management
Massachusetts
$132M +$80.6M +161,958 +181%
MM
233
Main Management
California
$130M -$319K -640 -0.3%
GAM
234
Gould Asset Management
California
$130M -$645K -1,295 -0.5%
Bessemer Group
235
Bessemer Group
New Jersey
$129M -$84.8M -170,424 -41%
ECG
236
Edge Capital Group
Georgia
$129M +$2.09M +4,190 +2%
CB
237
Commerce Bank
Missouri
$129M -$136K -273 -0.1%
EIP
238
Easterly Investment Partners
Massachusetts
$128M +$122M +244,970 +197,556%
EWA
239
Evolution Wealth Advisors
Florida
$127M +$40.7M +81,708 +51%
IG
240
ING Group
Netherlands
$127M
WTC
241
WhitTier Trust Company
Nevada
$125M +$3.8M +7,632 +3%
KHLMVGHM
242
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$125M -$10.1M -20,318 -8%
AA
243
Alesco Advisors
New York
$122M -$875K -1,757 -0.7%
Tudor Investment Corp
244
Tudor Investment Corp
Connecticut
$122M +$50.5M +101,470 +77%
WFA
245
West Financial Advisors
Iowa
$121M +$282K +566 +0.2%
BBVA
246
Banco Bilbao Vizcaya Argentaria
Spain
$120M -$34.6M -69,563 -23%
Wellington Management Group
247
Wellington Management Group
Massachusetts
$120M -$122M -244,086 -52%
WM
248
Whitford Management
New York
$120M +$18.4K +37 +0%
BBPWM
249
Blue Bell Private Wealth Management
Pennsylvania
$120M +$2.13M +4,275 +2%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$119M -$59.5M -119,611 -34%

SPY Hedge Fund Activity: Q1 2024 in Review

3,693 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2024, worth a combined $304B — down 2% from $310B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SPY positions and 141 closed out — a net gain of 65 holders — while 1,429 added to existing stakes and 1,588 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.21B. The largest seller was Morgan Stanley, cutting an estimated $17B.

  • 3,693 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2024, up from 3,682 in Q4 2023.
  • Funds reported $304B of State Street SPDR S&P 500 ETF Trust stock for Q1 2024, down 2% quarter-over-quarter.
  • 206 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2024 and 141 closed out, a net change of +65 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $4.21B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2024 was Morgan Stanley, an estimated $17B sold.

Based on aggregated 13F filings for Q1 2024.