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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
DAM
3051
Derbend Asset Management
Georgia
$574K +$21.4K +43 +4%
WIC
3052
Wilkins Investment Counsel
Massachusetts
$573K -$99.6K -200 -15%
VFG
3053
Victory Financial Group
Texas
$572K -$44.3K -89 -8%
CWR
3054
Chico Wealth RIA
California
$572K
2L
3055
25 LLC
Missouri
$571K +$30.4K +61 +6%
HBW
3056
Hazlett, Burt & Watson
West Virginia
$570K
CWA
3057
Canvas Wealth Advisors
Kansas
$569K +$34.9K +70 +7%
BMD
3058
Better Money Decisions
New Mexico
$568K +$216K +433 +66%
EA
3059
Eudaimonia Advisors
Tennessee
$568K -$47.3K -95 -8%
LI
3060
LVZ Inc
Michigan
$568K +$21.4K +43 +4%
SIC
3061
SJS Investment Consulting
Ohio
$564K +$498 +1 +0.1%
CFGF
3062
Compass Financial Group (Florida)
Florida
$563K
PA
3063
PFW Advisors
Georgia
$562K -$9.46K -19 -2%
SL
3064
SFM LLC
New Hampshire
$562K
AWM
3065
AAF Wealth Management
Massachusetts
$561K -$9.96K -20 -2%
CM
3066
Cornerstone Management
Georgia
$560K +$65.2K +131 +14%
HWMC
3067
Heritage Wealth Management (California)
California
$559K +$2.99K +6 +0.6%
GF
3068
Gimbal Financial
Indiana
$555K -$29.9K -60 -5%
CM
3069
Columbus Macro
Pennsylvania
$554K
NRW
3070
Nova R Wealth
Kansas
$553K
KCM
3071
KRS Capital Management
Michigan
$553K
CEI
3072
Clark Estates Inc
New York
$551K
MWA
3073
MN Wealth Advisors
Kansas
$550K -$156K -313 -23%
HIP
3074
Harrell Investment Partners
Texas
$550K -$189K -380 -27%
CNFG
3075
Creegan & Nassoura Financial Group
New Hampshire
$549K

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.