We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,794 hedge funds and large institutions have $328B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,585 increasing their positions, 1,478 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 105

1.75% more ownership

Funds ownership: 55.41%57.16% (+1.7%)

1% more funds holding

Funds holding: 3,7523,794 (+42)

7% more repeat investments, than reductions

Existing positions increased: 1,585 | Existing positions reduced: 1,478

3% less capital invested

Capital invested by funds: $337B → $328B (-$9.3B)

1% less funds holding in top 10

Funds holding in top 10: 1,0571,044 (-13)

58% less call options, than puts

Call options by funds: $271B | Put options by funds: $643B

Holders
3,794
Holders Change
+42
Holders Change %
+1.12%
% of All Funds
54.47%
Holding in Top 10
1,044
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.23%
% of All Funds
14.99%
New
196
Increased
1,585
Reduced
1,478
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
Geller Advisors
New York
$154M -$2.52M -4,566 -2%
Bessemer Group
227
Bessemer Group
New Jersey
$152M +$4.96M +8,974 +3%
JFG
228
JMG Financial Group
Illinois
$152M -$621K -1,123 -0.4%
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$150M -$11M -19,808 -7%
SQA
230
Simon Quick Advisors
New Jersey
$149M +$23.2K +42 +0%
Two Sigma Advisers
231
Two Sigma Advisers
New York
$148M -$23.3M -42,051 -14%
KHLMVGHM
232
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$148M +$539K +974 +0.4%
LMGAM
233
Liberty Mutual Group Asset Management
Massachusetts
$147M +$142M +257,000 New
CB
234
Commerce Bank
Missouri
$146M +$2.26M +4,081 +2%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$144M -$297M -536,245 -68%
ECG
236
Edge Capital Group
Georgia
$142M -$213K -386 -0.2%
JPG
237
Jordan Park Group
California
$141M -$7.28M -13,159 -5%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$141M +$18.1M +32,767 +15%
GAM
239
Gould Asset Management
California
$141M +$658K +1,190 +0.5%
CM
240
Crestline Management
Texas
$141M +$135M +245,000 New
EWA
241
Evolution Wealth Advisors
Florida
$138M +$20.8M +37,538 +18%
Vontobel Holding
242
Vontobel Holding
Switzerland
$138M -$6.79M -12,288 -5%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$137M -$805K -1,455 -0.6%
WTC
244
WhitTier Trust Company
Nevada
$136M +$4.99M +9,030 +4%
CCA
245
Conservest Capital Advisors
Pennsylvania
$136M +$7.83M +14,152 +6%
EH
246
Equitable Holdings
New York
$136M -$302K -547 -0.2%
AWS
247
Atria Wealth Solutions
New York
$133M -$19.5M -35,177 -13%
WM
248
Whitford Management
New York
$132M +$17.1K +31 +0%
LSAG
249
Lake Street Advisors Group
New Hampshire
$131M +$2.14M +3,867 +2%
PCIG
250
Partners Capital Investment Group
Massachusetts
$130M -$3.07M -5,555 -2%

SPY Hedge Fund Activity: Q3 2024 in Review

3,794 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2024, worth a combined $328B — down 2.8% from $337B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new SPY positions and 105 closed out — a net gain of 91 holders — while 1,585 added to existing stakes and 1,478 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $7.87B. The largest seller was Strategic Financial Concepts, cutting an estimated $1.42B.

  • 3,794 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2024, up from 3,752 in Q2 2024.
  • Funds reported $328B of State Street SPDR S&P 500 ETF Trust stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 196 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2024 and 105 closed out, a net change of +91 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $7.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.