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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
RWM
3001
Rockline Wealth Management
New York
$617K -$634K -1,274 -52%
NWM
3002
Northcape Wealth Management
New York
$617K
BFA
3003
Buttonwood Financial Advisors
Maryland
$615K -$1.99K -4 -0.3%
AFM
3004
Abbot Financial Management
Massachusetts
$614K +$49.8K +100 +9%
TIA
3005
Tandem Investment Advisors
South Carolina
$614K -$37.8K -76 -6%
WTB
3006
Washington Trust Bank
Washington
$614K +$15.4K +31 +3%
MFA
3007
Morling Financial Advisors
California
$612K +$230K +462 +65%
FA
3008
FC Advisory
Pennsylvania
$610K +$106K +212 +22%
SFMG
3009
Sage Financial Management Group
Virginia
$610K
I
3010
IMPACTfolio
Colorado
$609K +$21.9K +44 +4%
MAM
3011
Marotta Asset Management
Virginia
$608K +$3.98K +8 +0.7%
ACM
3012
Ardent Capital Management
Ohio
$607K
AWM
3013
Avaii Wealth Management
Wisconsin
$607K +$219K +439 +61%
EF
3014
Exeter Financial
Arizona
$606K -$8.96K -18 -2%
HP
3015
Hilltop Partners
Indiana
$606K +$11.9K +24 +2%
TWM
3016
TriaGen Wealth Management
California
$606K -$21.4K -43 -4%
RPSA
3017
Richard P. Slaughter Associates
Texas
$606K -$94.6K -190 -14%
Harris Associates
3018
Harris Associates
Illinois
$605K -$8.84M -17,760 -94%
HCM
3019
Highlander Capital Management
New Jersey
$605K +$70.2K +141 +14%
BA
3020
Ballew Advisors
Mississippi
$605K +$585K +1,176 New
FSA
3021
Financial Sense Advisors
California
$604K +$286K +574 +99%
SP
3022
Stonebrook Private
Michigan
$603K +$38.3K +77 +7%
HKIMG
3023
Hutchens & Kramer Investment Management Group
Indiana
$600K -$12.4K -25 -2%
LI
3024
Louisbourg Investments
New Brunswick, Canada
$599K -$9.96K -20 -2%
SLA
3025
Silver Lake Advisory
Utah
$598K +$569K +1,143 New

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.