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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
IWC
3076
Infinity Wealth Counsel
Ohio
$975K +$980K +1,663 New
SWTS
3077
Stonehaven Wealth & Tax Solutions
Wisconsin
$973K +$979K +1,661 New
KFI
3078
Key Financial Inc
Pennsylvania
$973K +$83.1K +141 +9%
WWM
3079
Whalen Wealth Management
Nevada
$973K +$229K +388 +31%
OAP
3080
One Advisory Partners
Kansas
$972K
CCM
3081
Carlson Capital Management
Minnesota
$971K +$212K +360 +28%
BRWM
3082
Blue Rock Wealth Management
North Carolina
$971K +$976K +1,656 New
SWM
3083
Seaside Wealth Management
California
$969K +$67.2K +114 +7%
FWM
3084
Fortress Wealth Management
California
$968K +$2.36K +4 +0.2%
FPWM
3085
FSB Premier Wealth Management
Iowa
$967K +$176K +298 +22%
UAM
3086
Unison Asset Management
Florida
$964K
IC
3087
Inkwell Capital
Florida
$964K +$969K +1,645 New
GCM
3088
Goldstream Capital Management
Hong Kong
$962K +$462K +785 +92%
SCP
3089
Stevens Capital Partners
Nebraska
$961K -$54.2K -92 -5%
TA
3090
TFB Advisors
Kansas
$960K +$38.9K +66 +4%
HI
3091
Horizon Investments
North Carolina
$959K +$136K +231 +16%
CTC
3092
Cetera Trust Company
Minnesota
$959K
SIAG
3093
Signet Investment Advisory Group
Rhode Island
$956K
SWK
3094
Stephen W. Kidder
$955K +$47.1K +80 +5%
DSAM
3095
Dock Street Asset Management
Florida
$955K +$15.9K +27 +2%
SFS
3096
Strategic Financial Services
New York
$954K -$19.4K -33 -2%
6F
3097
626 Financial
Michigan
$953K +$589 +1 +0.1%
LFGO
3098
Legacy Financial Group (Oklahoma)
Oklahoma
$951K -$71.9K -122 -7%
AWMNY
3099
Arcadia Wealth Management (New York)
New York
$951K +$956K +1,622 New
QWP
3100
Quotient Wealth Partners
Texas
$948K -$15.3K -26 -2%

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.