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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
DE
3101
Diversified Enterprises
Delaware
$600K +$578K +1,046 New
LC
3102
Lincoln Capital
Nebraska
$600K +$24.3K +44 +4%
LAM
3103
Lakewood Asset Management
Illinois
$598K +$5.53K +10 +1%
GI
3104
GLOBALT Investments
Georgia
$597K -$521K -943 -48%
HSWM
3105
Hubbell Strickland Wealth Management
Louisiana
$597K +$1.11K +2 +0.2%
BMD
3106
Better Money Decisions
New Mexico
$596K -$553 -1 -0.1%
RA
3107
Rational Advisors
New York
$596K +$574K +1,038 New
KFSC
3108
Keystone Financial Services (Colorado)
Colorado
$596K +$72.4K +131 +14%
LC
3109
Landaas & Company
Wisconsin
$595K +$58.1K +105 +11%
JC
3110
JB Capital
Connecticut
$595K +$85.7K +155 +18%
2L
3111
25 LLC
Missouri
$592K +$166K +301 +29%
TCM
3112
TD Capital Management
Tennessee
$592K +$1.66K +3 +0.3%
IWP
3113
Insight Wealth Partners
Texas
$591K -$553 -1 -0.1%
CFG
3114
Carr Financial Group
Massachusetts
$590K -$21K -38 -4%
AFP
3115
Alpha Financial Partners
Kentucky
$590K -$605K -1,094 -52%
EFG
3116
Ehrlich Financial Group
California
$590K +$569K +1,029 New
MKW
3117
Mullaney, Keating & Wright
Connecticut
$590K +$3.32K +6 +0.6%
SAM
3118
Steinberg Asset Management
New York
$590K
EIA
3119
Eastover Investment Advisors
North Carolina
$588K
WFM
3120
Wolff Financial Management
Michigan
$588K
SFG
3121
SevenBridge Financial Group
Pennsylvania
$588K -$5.53K -10 -1%
PIA
3122
Petredis Investment Advisors
Pennsylvania
$588K +$566K +1,024 New
PDM
3123
Penn Davis McFarland
Texas
$581K
RFN
3124
RDA Financial Network
Iowa
$580K +$240K +434 +75%
IRC
3125
Investors Research Corp
Georgia
$580K

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.