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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
MIS
3126
Morningstar Investment Services
Illinois
$505K -$26.9M -53,951 -98%
RAM
3127
Roanoke Asset Management
New Jersey
$505K +$86.6K +174 +22%
CCM
3128
Check Capital Management
California
$505K
AFA
3129
Alpha Financial Advisors
North Carolina
$504K +$4.48K +9 +0.9%
GL
3130
Gerber LLC
Ohio
$503K +$87.6K +176 +22%
MAC
3131
Mason & Associates (California)
California
$503K +$13.4K +27 +3%
GWP
3132
Gen-Wealth Partners
Michigan
$503K +$478K +961 New
TFF
3133
The Family Firm
Maryland
$502K +$498 +1 +0.1%
MCB
3134
Morton Community Bank
Illinois
$499K
S
3135
SimplyRich
California
$498K
1WA
3136
180 Wealth Advisors
Washington
$498K -$12.4K -25 -3%
RCI
3137
RS Crum Inc
California
$498K +$498 +1 +0.1%
MKA
3138
M. Kulyk & Associates
Georgia
$497K +$4.98K +10 +1%
AFWM
3139
AMJ Financial Wealth Management
Virginia
$495K +$996 +2 +0.2%
LAS
3140
Legacy Advisory Services
Pennsylvania
$495K +$11.5K +23 +2%
GSAM
3141
Grant Street Asset Management
Pennsylvania
$493K
RCM
3142
Requisite Capital Management
Texas
$492K +$498 +1 +0.1%
KFSC
3143
Keystone Financial Services (Colorado)
Colorado
$491K
MIA
3144
MeadowBrook Investment Advisors
Michigan
$491K
OWM
3145
OneAscent Wealth Management
Alabama
$491K -$127K -255 -21%
BA
3146
Bellwether Advisors
Nebraska
$490K +$21.4K +43 +5%
EFH
3147
Eaton Financial Holdings
Florida
$490K -$138K -277 -23%
AWP
3148
Avid Wealth Partners
Texas
$490K
LC
3149
Landaas & Company
Wisconsin
$488K
FC
3150
Fulcrum Capital
Washington
$486K

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.