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State Street SPDR S&P 500 ETF Trust

4,229 hedge funds and large institutions have $360B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 606 funds opening new positions, 1,667 increasing their positions, 1,468 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 606 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 1,667 | Existing positions reduced: 1,468

11% more funds holding

Funds holding: 3,7944,229 (+435)

10% more funds holding in top 10

Funds holding in top 10: 1,0441,147 (+103)

10% more capital invested

Capital invested by funds: $328B → $360B (+$32.3B)

1.85% less ownership

Funds ownership: 57.16%55.31% (-1.8%)

51% less call options, than puts

Call options by funds: $280B | Put options by funds: $573B

Holders
4,229
Holders Change
+435
Holders Change %
+11.47%
% of All Funds
55.7%
Holding in Top 10
1,147
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.87%
% of All Funds
15.11%
New
606
Increased
1,667
Reduced
1,468
Closed
98
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3001
Bellevue Asset Management
Washington
$1.08M +$12.4K +21 +1%
FF
3002
Finley Financial
Nevada
$1.08M +$1.07M +1,820 New
PFC
3003
Poplar Forest Capital
California
$1.08M -$11.2K -19 -1%
VAS
3004
Valicenti Advisory Services
New York
$1.07M -$67.8K -115 -6%
WSWA
3005
Warren Street Wealth Advisors
California
$1.07M -$11.2K -19 -1%
CA
3006
Centerpoint Advisors
Massachusetts
$1.07M -$103K -175 -9%
FPGT
3007
Financial Partners Group (Tennessee)
Tennessee
$1.07M +$3.54K +6 +0.3%
VWM
3008
Vermillion Wealth Management
Minnesota
$1.07M +$1.08M +1,825 New
MCM
3009
Marathon Capital Management
Maryland
$1.07M +$380K +645 +55%
SOAG
3010
Silver Oak Advisory Group
Oregon
$1.07M -$71.9K -122 -6%
CQWA
3011
Chokshi & Queen Wealth Advisors
California
$1.07M +$1.07M +1,820 New
EPM
3012
Elm Partners Management
Pennsylvania
$1.06M -$10K -17 -0.9%
AIA
3013
Angeles Investment Advisors
California
$1.06M
PVM
3014
Palogic Value Management
Texas
$1.06M
MWM
3015
Mascagni Wealth Management
Mississippi
$1.06M +$1.11M +1,891 New
IA
3016
Intellus Advisors
Florida
$1.06M +$1.06M +1,805 New
CWMGO
3017
Capstone Wealth Management Group (Oregon)
Oregon
$1.06M +$1.06M +1,803 New
TPW
3018
Talon Private Wealth
Florida
$1.06M +$325K +552 +44%
SAM
3019
Sherman Asset Management
California
$1.05M +$1.06M +1,800 New
WWM
3020
WJ Wealth Management
Arizona
$1.05M -$95.4K -162 -8%
VIM
3021
Vista Investment Management
Pennsylvania
$1.05M -$14.1K -24 -1%
CI
3022
CacheTech Inc
Utah
$1.05M +$1.06M +1,792 New
BCM
3023
Buckhead Capital Management
Georgia
$1.05M -$30K -51 -3%
GK
3024
Graney & King
New York
$1.05M +$1.05M +1,790 New
ICM
3025
IMS Capital Management
Oregon
$1.05M

SPY Hedge Fund Activity: Q4 2024 in Review

4,229 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2024, worth a combined $360B — up 9.9% from $328B a quarter earlier.

Buyers outnumbered sellers: 606 funds opened new SPY positions and 98 closed out — a net gain of 508 holders — while 1,667 added to existing stakes and 1,468 trimmed.

The largest buyer was Capula Management, adding an estimated $5.08B. The largest seller was International Assets Investment Management, cutting an estimated $8.39B.

  • 4,229 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2024, up from 3,794 in Q3 2024.
  • Funds reported $360B of State Street SPDR S&P 500 ETF Trust stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 606 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2024 and 98 closed out, a net change of +508 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2024 was Capula Management, an estimated $5.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $8.39B sold.

Based on aggregated 13F filings for Q4 2024.