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
SGAM
2976
Smith Group Asset Management
Texas
$726K +$700K +1,266 New
WCWM
2977
Willow Creek Wealth Management
California
$726K +$3.32K +6 +0.5%
HP
2978
HT Partners
Connecticut
$724K -$33.7K -61 -5%
BTWM
2979
Baker Tilly Wealth Management
Wisconsin
$723K -$169K -305 -19%
CBTWT
2980
Community Bank & Trust (Waco, Texas)
Texas
$723K
SCM
2981
Stonehearth Capital Management
Massachusetts
$722K +$196K +354 +39%
CC
2982
Constitution Capital
Connecticut
$722K +$1.66K +3 +0.2%
NPPM
2983
North Point Portfolio Managers
Ohio
$720K +$56.4K +102 +9%
TWM
2984
TriaGen Wealth Management
California
$719K +$52K +94 +8%
BWIA
2985
Bryant Woods Investment Advisors
New York
$718K +$7.74K +14 +1%
CFAM
2986
Center For Asset Management
Florida
$716K -$8.85K -16 -1%
TPW
2987
Talon Private Wealth
Florida
$716K +$691K +1,249 New
SA
2988
Stewardship Advisors
Pennsylvania
$713K
CCA
2989
Carrera Capital Advisors
Michigan
$713K +$50.3K +91 +8%
NQWM
2990
Northwest Quadrant Wealth Management
Oregon
$713K +$2.21K +4 +0.3%
JA
2991
JVL Associates
Michigan
$712K
CH
2992
Canton Hathaway
Rhode Island
$711K -$113K -205 -14%
APM
2993
a16z Perennial Management
California
$711K
AFM
2994
Abbot Financial Management
Massachusetts
$711K +$27.6K +50 +4%
BCFS
2995
Butensky & Cohen Financial Security
Florida
$710K -$1.11K -2 -0.2%
FMN
2996
Financial Management Network
California
$709K +$20.5K +37 +3%
GSAM
2997
Grant Street Asset Management
Pennsylvania
$708K +$161K +291 +31%
HC
2998
Hourglass Capital
Texas
$707K -$9.95K -18 -1%
PWG
2999
Portside Wealth Group
Utah
$706K +$3.87K +7 +0.6%
FG
3000
Foster Group
Iowa
$704K +$159K +288 +31%

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.