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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
SMC
276
Spider Management Company
Virginia
$105M +$5.27M +10,579 +6%
IAM
277
Iridian Asset Management
Connecticut
$105M
SPIA
278
Steward Partners Investment Advisory
New York
$105M +$815K +1,637 +0.8%
SYBT
279
Stock Yards Bank & Trust
Kentucky
$105M +$93.1K +187 +0.1%
SFP
280
Shepherd Financial Partners
Massachusetts
$104M +$929K +1,865 +0.9%
PA
281
Pinnacle Associates
New York
$103M -$1.67M -3,363 -2%
FIA
282
Foundations Investment Advisors
Arizona
$103M +$5.86M +11,779 +6%
NPT
283
National Philanthropic Trust
Pennsylvania
$102M -$1.69M -3,391 -2%
NC
284
Naman Capital
Brazil
$102M +$102M +204,390 New
BPA
285
Beacon Pointe Advisors
California
$102M -$14.6M -29,254 -13%
CFB
286
Cullen/Frost Bankers
Texas
$101M -$4.43M -8,896 -4%
MW
287
MBL Wealth
North Carolina
$101M +$3.85M +7,739 +4%
DT
288
Diversified Trust
Tennessee
$99.6M +$2.37M +4,766 +3%
SI
289
Stephens Inc
Arkansas
$99.6M -$13.1M -26,311 -12%
BDWCC
290
B&D White Capital Company
Texas
$99.4M +$88.7M +178,185 +1,497%
ONB
291
Old National Bancorp
Indiana
$99.3M -$4.3M -8,633 -4%
AS
292
Akuna Securities
Illinois
$98.8M -$90.9M -182,513 -49%
AC
293
Allstate Corporation
Illinois
$98M +$1.16M +2,338 +1%
FWM
294
FFT Wealth Management
Pennsylvania
$97.5M -$310K -623 -0.3%
NEAM
295
New England Asset Management
Connecticut
$96.4M -$1.49M -3,000 -2%
SW
296
Simplicity Wealth
New Jersey
$95.8M +$93.1M +187,026 +14,115%
FTWA
297
Fifth Third Wealth Advisors
Ohio
$94.7M +$75.4M +151,532 +513%
CA
298
CV Advisors
Florida
$94.5M +$7.99M +16,039 +10%
MA
299
Montag & Associates
Georgia
$94.5M +$694K +1,393 +0.8%
TPSF
300
Texas Permanent School Fund
Texas
$94.3M +$13.7M +27,580 +18%

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.