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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
MIA
2926
MeadowBrook Investment Advisors
Michigan
$785K +$237K +429 +46%
EWM
2927
Elmwood Wealth Management
California
$785K +$193K +349 +34%
NIM
2928
Nicollet Investment Management
Minnesota
$784K
SDWIA
2929
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$782K -$6.63K -12 -0.9%
SC
2930
Scholtz & Company
Connecticut
$776K -$135K -245 -15%
FPWM
2931
FSB Premier Wealth Management
Iowa
$775K -$250K -453 -25%
WC
2932
Whitney & Co
New York
$775K -$11.1K -20 -1%
PWSG
2933
Pacific Wealth Strategies Group
California
$771K +$32.6K +59 +5%
AWM
2934
Aberdeen Wealth Management
Illinois
$771K
EI
2935
Ethic Inc
New York
$771K
FA
2936
Financial Alternatives
California
$769K
KAM
2937
Kraft Asset Management
Tennessee
$768K -$131K -237 -15%
IIM
2938
Ipswich Investment Management
Massachusetts
$764K
RIG
2939
RiverFront Investment Group
Virginia
$764K +$47.6K +86 +7%
RS
2940
Rakuten Securities
Japan
$761K -$301K -545 -29%
LI
2941
Lafayette Investments
Maryland
$761K +$28.2K +51 +4%
TA
2942
TFG Advisers
Michigan
$760K -$22.1K -40 -3%
DWM
2943
Drive Wealth Management
Utah
$759K +$275K +497 +60%
WTFG
2944
Wells Trecaso Financial Group
Ohio
$759K
HTHT
2945
Hemenway Trust Hemenway Trust
New Hampshire
$758K -$94.6K -171 -11%
CIG
2946
Cascade Investment Group
Colorado
$758K
IC
2947
Innealta Capital
Texas
$757K +$72.4K +131 +11%
TIAM2
2948
Tru Independence Asset Management 2
Oregon
$754K +$724K +1,310 New
APSI
2949
Asset Planning Services Inc
Louisiana
$753K -$49.2K -89 -6%
TNB
2950
Thomasville National Bank
Georgia
$752K -$21.6K -39 -3%

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.