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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
SFM
3101
Stack Financial Management
Montana
$947K +$38.3K +65 +4%
VWA
3102
VSM Wealth Advisory
Maryland
$945K +$950K +1,612 New
D
3103
Dentgroup
Louisiana
$945K +$181K +307 +24%
FG
3104
Fairman Group
Pennsylvania
$943K -$16.5K -28 -2%
IAP
3105
Indie Asset Partners
Indiana
$943K -$25.9K -44 -3%
BAS
3106
Brueske Advisory Services
Washington
$943K +$948K +1,609 New
LIA
3107
LS Investment Advisors
Michigan
$942K +$16.5K +28 +2%
WMN
3108
Wealth Management Nebraska
Nebraska
$942K +$947K +1,607 New
BOJHT
3109
Bank of Jackson Hole Trust
Wyoming
$941K +$946K +1,606 New
NWMP
3110
Noble Wealth Management PBC
Colorado
$941K +$946K +1,605 New
CFS
3111
Compass Financial Services
Iowa
$939K +$944K +1,603 New
MAG
3112
MRA Advisory Group
New Jersey
$937K +$9.43K +16 +1%
ACM
3113
Alamar Capital Management
California
$933K
CPG
3114
Cornerstone Planning Group
New Jersey
$931K -$24.7K -42 -3%
JHP
3115
James Hambro & Partners
United Kingdom
$931K +$936K +1,588 New
SIG
3116
Sargent Investment Group
Maryland
$929K +$581K +986 +161%
PAG
3117
Poinciana Advisors Group
Florida
$928K +$933K +1,583 New
CWP
3118
Concord Wealth Partners
Virginia
$926K +$442K +751 +90%
MCA
3119
Martin Capital Advisors
Texas
$924K -$76.6K -130 -8%
CNBOF
3120
City National Bank of Florida
Florida
$924K +$929K +1,577 New
BWM
3121
BKM Wealth Management
Wisconsin
$922K -$97.2K -165 -9%
EI
3122
Ethic Inc
New York
$921K +$58.3K +99 +7%
GGS
3123
Galvin Gaustad & Stein
Arizona
$921K +$5.3K +9 +0.6%
BWP
3124
Bernardo Wealth Planning
Pennsylvania
$919K -$1.18K -2 -0.1%
AA
3125
AJ Advisors
Tennessee
$918K +$2.95K +5 +0.3%

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.