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
HPM
2951
Hoxton Planning & Management
West Virginia
$751K +$724K +1,309 New
EFG
2952
Everhart Financial Group
Ohio
$751K -$233K -422 -24%
RCP
2953
Rothschild Capital Partners
New York
$750K +$2.21K +4 +0.3%
D
2954
Dentgroup
Louisiana
$749K +$72.4K +131 +11%
CPCM
2955
Cardinal Point Capital Management
Ontario, Canada
$748K -$479K -867 -40%
VFPW
2956
Vantage Financial Partners (Wisconsin)
Wisconsin
$746K +$188K +340 +35%
FB
2957
First Bancorp
Maine
$745K -$55.3K -100 -7%
GOCP
2958
Great Oak Capital Partners
Massachusetts
$745K
SW
2959
Solidarity Wealth
Utah
$744K +$232K +419 +48%
FF
2960
Financial Futures
New Jersey
$744K -$13.8K -25 -2%
CCM
2961
Carlson Capital Management
Minnesota
$744K
DOA
2962
D'Orazio & Associates
Virginia
$744K +$50.9K +92 +8%
FWM
2963
FSA Wealth Management
Massachusetts
$741K +$714K +1,292 New
EL
2964
EWA LLC
Pennsylvania
$740K +$29.9K +54 +5%
4WM
2965
4J Wealth Management
Virginia
$738K
CMBA
2966
C.M. Bidwell & Associates
Hawaii
$737K
SIC
2967
SJS Investment Consulting
Ohio
$737K +$75.2K +136 +12%
SIA
2968
Strategic Investment Advisors
Michigan
$736K -$71.3K -129 -9%
IP
2969
Investment Partners
Ohio
$735K +$553 +1 +0.1%
LCOV
2970
London Company of Virginia
Virginia
$735K +$214K +387 +43%
QWM
2971
Quaker Wealth Management
New Jersey
$734K +$707K +1,279 New
NWM
2972
Napa Wealth Management
California
$730K -$19.9K -36 -3%
WWM
2973
Whalen Wealth Management
Nevada
$729K +$228K +413 +48%
MCM
2974
Monarch Capital Management
Indiana
$729K
ATIA
2975
American Trust Investment Advisors
New Hampshire
$727K

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.