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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
SSW
3076
Smith Shellnut Wilson
Mississippi
$549K
HHGA
3077
Halbert Hargrove Global Advisors
California
$549K -$23.4K -47 -4%
ELM
3078
Elite Life Management
Florida
$548K +$3.48K +7 +0.7%
RL
3079
Rogco LP
Oklahoma
$547K -$143K -288 -22%
OCM
3080
Orleans Capital Management
Louisiana
$546K
SNB
3081
Security National Bank
Nebraska
$546K
NF
3082
NavPoint Financial
Minnesota
$545K +$1.99K +4 +0.4%
QHA
3083
Quarry Hill Advisors
Minnesota
$543K
HSWM
3084
Hubbell Strickland Wealth Management
Louisiana
$542K -$34.9K -70 -6%
EWM
3085
Elmwood Wealth Management
California
$541K
AFS
3086
Access Financial Services
Minnesota
$541K +$592K +1,189 New
SL
3087
SWMG LLC
Texas
$541K -$46.8K -94 -8%
SBF
3088
Sara-Bay Financial
Florida
$541K +$3.48K +7 +0.7%
BIM
3089
Barton Investment Management
Pennsylvania
$541K -$58.2K -117 -10%
PIWA
3090
Prevail Innovative Wealth Advisors
Kansas
$541K -$1.28M -2,580 -71%
SFI
3091
SPC Financial Inc
Maryland
$540K -$112K -225 -18%
ERIM
3092
Eagle Ridge Investment Management
Connecticut
$539K +$513K +1,031 New
D
3093
Diversified
Delaware
$539K -$126K -254 -20%
CFG
3094
Carr Financial Group
Massachusetts
$539K +$131K +264 +34%
SAM
3095
Steinberg Asset Management
New York
$538K
MMM
3096
Mendel Money Management
Illinois
$538K +$115K +231 +29%
1CP
3097
17 Capital Partners
Arizona
$537K -$2.89M -5,809 -85%
EIA
3098
Eastover Investment Advisors
North Carolina
$536K
WFM
3099
Wolff Financial Management
Michigan
$536K -$222K -445 -30%
TCM
3100
TD Capital Management
Tennessee
$536K +$1.99K +4 +0.4%

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.