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
TFM
3026
Trademark Financial Management
Minnesota
$672K +$17.7K +32 +3%
FA
3027
FC Advisory
Pennsylvania
$672K +$1.11K +2 +0.2%
CPA
3028
Capital Performance Advisors
California
$669K -$159K -287 -20%
JPWM
3029
Jamison Private Wealth Management
Georgia
$668K -$4.42K -8 -0.7%
HG
3030
Harbor Group
New Hampshire
$668K -$39.8K -72 -6%
EF
3031
Exeter Financial
Arizona
$668K
PCM
3032
Pointe Capital Management
Michigan
$668K +$553 +1 +0.1%
RA
3033
Ruggaard & Associates
Ohio
$667K
AWM
3034
Avaii Wealth Management
Wisconsin
$667K
ACM
3035
Ardent Capital Management
Ohio
$666K
EA
3036
Eclectic Associates
California
$665K -$59.2K -107 -8%
SFMG
3037
Sage Financial Management Group
Virginia
$664K -$4.98K -9 -0.8%
GCA
3038
Gradient Capital Advisors
California
$663K -$12.2K -22 -2%
BCM
3039
Beck Capital Management
Texas
$663K -$82.9K -150 -11%
CW
3040
Code Waechter
Florida
$662K +$638K +1,154 New
3AM
3041
3EDGE Asset Management
Florida
$662K -$9.4K -17 -1%
WTB
3042
Washington Trust Bank
Washington
$660K +$27.6K +50 +5%
HWM
3043
HighMark Wealth Management
Minnesota
$659K
NC
3044
Napatree Capital
Rhode Island
$658K +$126K +227 +25%
STCOSD
3045
Sageworth Trust Company of South Dakota
South Dakota
$654K +$630K +1,139 New
SDJVC
3046
St. Denis J. Villere & Co
Louisiana
$652K +$629K +1,137 New
IWA
3047
IVC Wealth Advisors
Pennsylvania
$652K +$553 +1 +0.1%
HWMC
3048
Heritage Wealth Management (California)
California
$651K -$26.5K -48 -4%
RFP
3049
Root Financial Partners
California
$650K +$40.4K +73 +7%
RA
3050
Rise Advisors
New York
$650K +$170K +307 +37%

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.