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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
IFA
2951
Interactive Financial Advisors
Illinois
$660K -$3.25M -6,532 -84%
CH
2952
Canton Hathaway
Rhode Island
$659K -$64.7K -130 -9%
SRL
2953
Scientech Research LLC
New Jersey
$655K -$287K -577 -32%
RIP
2954
RAM Investment Partners
Washington
$655K +$132K +265 +27%
HG
2955
Harbor Group
New Hampshire
$653K +$996 +2 +0.2%
IHL
2956
Investment House LLC
California
$652K -$686K -1,377 -52%
HC
2957
Hourglass Capital
Texas
$651K +$1.99K +4 +0.3%
FMN
2958
Financial Management Network
California
$649K -$3.48K -7 -0.5%
SP
2959
Sequent Planning
Nebraska
$649K +$618K +1,241 New
JA
2960
JVL Associates
Michigan
$649K
APM
2961
a16z Perennial Management
California
$648K
BWP
2962
Barlow Wealth Partners
Kentucky
$647K +$996 +2 +0.2%
NQWM
2963
Northwest Quadrant Wealth Management
Oregon
$646K -$2.99K -6 -0.5%
BG
2964
Bollard Group
Massachusetts
$645K -$921K -1,850 -30%
CFAM
2965
Center For Asset Management
Florida
$644K +$116K +232 +23%
SFS
2966
Shaker Financial Services
Virginia
$644K +$608K +1,222 New
WWP
2967
Waypoint Wealth Partners
California
$644K +$127K +256 +26%
OBWP
2968
O'Brien Wealth Partners
Massachusetts
$643K
ZIG
2969
Zuckerman Investment Group
Illinois
$643K
SA
2970
Stewardship Advisors
Pennsylvania
$642K -$308K -618 -33%
D
2971
Dentgroup
Louisiana
$642K +$2.49K +5 +0.4%
JPWM
2972
Jamison Private Wealth Management
Georgia
$642K +$11.5K +23 +2%
RPGK
2973
Retirement Planning Group (Kansas)
Kansas
$642K
UB
2974
Umpqua Bank
Oregon
$641K +$610K +1,225 New
SIA
2975
Sage Investment Advisers
New York
$635K

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.