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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
GB
3051
Goepper Burkhardt
South Carolina
$649K
KIM
3052
Karpus Investment Management
New York
$648K
NAMM
3053
NorthStar Asset Management (Massachusetts)
Massachusetts
$648K -$163K -295 -21%
FSA
3054
Financial Sense Advisors
California
$647K +$38.7K +70 +7%
GWP
3055
Gen-Wealth Partners
Michigan
$646K +$125K +226 +25%
CCM
3056
Cullen Capital Management
New York
$646K
CWM
3057
Certus Wealth Management
California
$645K
RCA
3058
Riverview Capital Advisers
Massachusetts
$644K +$2.21K +4 +0.4%
TNAM
3059
Terra Nova Asset Management
New York
$642K +$1.11K +2 +0.2%
5SA
3060
5th Street Advisors
Connecticut
$641K +$196K +355 +47%
IFA
3061
Interactive Financial Advisors
Illinois
$640K -$45.3K -82 -7%
XWM
3062
Xcel Wealth Management
Florida
$640K +$113K +205 +23%
SBF
3063
Sara-Bay Financial
Florida
$637K +$17.1K +31 +3%
RDFA
3064
Ritter Daniher Financial Advisory
Ohio
$637K +$2.21K +4 +0.4%
HP
3065
Hilltop Partners
Indiana
$636K -$41.5K -75 -6%
HKIMG
3066
Hutchens & Kramer Investment Management Group
Indiana
$636K +$2.21K +4 +0.4%
MWA
3067
MN Wealth Advisors
Kansas
$635K +$29.3K +53 +5%
UB
3068
Umpqua Bank
Oregon
$635K
SNB
3069
Security National Bank
Nebraska
$635K +$34.8K +63 +6%
PWA
3070
Physician Wealth Advisors
Utah
$633K +$215K +388 +55%
CPW
3071
Cove Private Wealth
New York
$631K
RAM
3072
Riggs Asset Management
Pennsylvania
$629K -$514K -929 -46%
WIC
3073
Wilkins Investment Counsel
Massachusetts
$629K
TPW
3074
Transatlantique Private Wealth
New York
$628K +$101K +182 +20%
CWR
3075
Chico Wealth RIA
California
$628K

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.