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
PA
3076
Probity Advisors
Texas
$623K -$7.19K -13 -1%
SWM
3077
Silverlake Wealth Management
Vermont
$622K +$105K +190 +21%
AWM
3078
AAF Wealth Management
Massachusetts
$621K -$32.1K -58 -5%
DWM
3079
Darwin Wealth Management
Florida
$621K +$553 +1 +0.1%
HWMO
3080
Heritage Wealth Management (Ohio)
Ohio
$620K -$193K -349 -24%
SL
3081
SWMG LLC
Texas
$617K -$553 -1 -0.1%
TW
3082
Traveka Wealth
California
$615K +$10.5K +19 +2%
GJIA
3083
Glass Jacobson Investment Advisors
Maryland
$614K -$2.77K -5 -0.5%
PMAM
3084
Picton Mahoney Asset Management
Ontario, Canada
$614K -$409K -740 -41%
LI
3085
LVZ Inc
Michigan
$614K -$8.29K -15 -1%
SF
3086
Schaeffer Financial
Maryland
$612K -$91.2K -165 -13%
AFIA
3087
America First Investment Advisors
Nebraska
$610K -$23.8K -43 -4%
CFGF
3088
Compass Financial Group (Florida)
Florida
$609K -$2.21K -4 -0.4%
NRW
3089
Nova R Wealth
Kansas
$609K +$1.66K +3 +0.3%
VC
3090
Vicus Capital
Pennsylvania
$608K -$824K -1,491 -20%
CM
3091
Columbus Macro
Pennsylvania
$608K
ELM
3092
Elite Life Management
Florida
$607K
KCM
3093
KRS Capital Management
Michigan
$606K
AFS
3094
Access Financial Services
Minnesota
$606K +$23.2K +42 +4%
CEI
3095
Clark Estates Inc
New York
$605K
HIP
3096
Harrell Investment Partners
Texas
$603K
CNFG
3097
Creegan & Nassoura Financial Group
New Hampshire
$602K
SSW
3098
Smith Shellnut Wilson
Mississippi
$602K
NF
3099
NavPoint Financial
Minnesota
$602K +$1.66K +3 +0.3%
D
3100
Diversified
Delaware
$600K

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.