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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
BFAG
3001
Blackston Financial Advisory Group
Florida
$703K -$534K -966 -44%
OWM
3002
OneAscent Wealth Management
Alabama
$697K +$143K +259 +27%
AMM
3003
American Money Management
California
$696K -$15.5K -28 -2%
GHA
3004
Granite Harbor Advisors
Texas
$695K
KAM
3005
KEB Asset Management
Illinois
$693K +$6.08K +11 +0.9%
SLA
3006
Silver Lake Advisory
Utah
$693K +$2.21K +4 +0.3%
ACG
3007
Allen Capital Group
Nebraska
$691K +$68K +123 +11%
GCP
3008
GSA Capital Partners
United Kingdom
$691K +$666K +1,204 New
NPF
3009
Norris Perne & French
Michigan
$690K +$8.29K +15 +1%
CWA
3010
Canvas Wealth Advisors
Kansas
$690K +$40.9K +74 +7%
1CP
3011
17 Capital Partners
Arizona
$690K
SP
3012
Sequent Planning
Nebraska
$689K -$26.5K -48 -4%
IFS
3013
Intelligent Financial Strategies
Minnesota
$687K
OL
3014
OneFund LLC
Florida
$686K +$26K +47 +4%
AR
3015
Apeiron RIA
Texas
$685K +$553 +1 +0.1%
ACM
3016
Altrius Capital Management
North Carolina
$684K +$35.9K +65 +6%
HWMG
3017
Hurlow Wealth Management Group
Indiana
$682K -$1.11K -2 -0.2%
AFG
3018
Altiora Financial Group
Ohio
$681K +$282K +510 +75%
BI
3019
Ballast Inc
Kentucky
$680K +$7.74K +14 +1%
C
3020
CEDRUS
Colorado
$678K +$226K +409 +53%
NCM
3021
Narwhal Capital Management
Georgia
$678K
NWM
3022
Northcape Wealth Management
New York
$677K
MCM
3023
Marathon Capital Management
Maryland
$677K +$652K +1,179 New
HFP
3024
Holistic Financial Partners
Indiana
$676K +$3.32K +6 +0.5%
I
3025
IMPACTfolio
Colorado
$674K +$6.08K +11 +0.9%

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.