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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
DWM
3051
DKM Wealth Management
California
$1M +$1.01M +1,711 New
PFG
3052
Prospect Financial Group
Virginia
$1,000K +$1.01M +1,706 New
TCPG
3053
Trivant Custom Portfolio Group
California
$999K -$5.3K -9 -0.5%
PAG
3054
Powers Advisory Group
Illinois
$998K -$1.77K -3 -0.2%
LOPW
3055
Live Oak Private Wealth
North Carolina
$995K +$13.6K +23 +1%
BL
3056
Balentine LLC
Georgia
$995K -$48.9K -83 -5%
PF
3057
Prosperitas Financial
California
$995K -$75.4K -128 -7%
RFG
3058
RFP Financial Group
Georgia
$992K -$28.9K -49 -3%
VH
3059
Visionary Horizons
Tennessee
$990K -$67.8K -115 -6%
CA
3060
Callahan Advisors
Texas
$989K +$34.8K +59 +4%
FEG
3061
Financial Enhancement Group
Indiana
$989K +$601K +1,020 +150%
JWM
3062
Jessup Wealth Management
Ohio
$988K -$7.07K -12 -0.7%
IPW
3063
Intergy Private Wealth
Colorado
$987K -$5.89K -10 -0.6%
DIS
3064
Diversified Investment Strategies
Louisiana
$987K
MEG
3065
Millstone Evans Group
Colorado
$986K +$991K +1,682 New
PCA
3066
Providence Capital Advisors
North Carolina
$985K
AF
3067
Amara Financial
California
$982K +$2.95K +5 +0.3%
WMA
3068
West Michigan Advisors
Michigan
$982K -$308K -523 -24%
AWA
3069
ARQ Wealth Advisors
Arizona
$982K +$9.43K +16 +1%
AI
3070
Arvest Investments
Arkansas
$982K -$57.1K -97 -5%
JLBC
3071
J.L. Bainbridge & Co
Florida
$981K +$105K +178 +12%
OWA
3072
Oak Wealth Advisors
Illinois
$980K +$985K +1,672 New
DB
3073
Dravo Bay
Delaware
$980K +$18.3K +31 +2%
MCM
3074
McDonough Capital Management
Florida
$976K +$8.84K +15 +0.9%
VPWA
3075
Vestia Personal Wealth Advisors
Indiana
$975K +$36.5K +62 +4%

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.