We are live on ! Find out more
SPY icon

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
RF
3126
Rossby Financial
Florida
$915K +$920K +1,561 New
AWM
3127
AAF Wealth Management
Massachusetts
$915K +$282K +478 +44%
EBWM
3128
Eagle Bluffs Wealth Management
Missouri
$914K
WBCM
3129
Wilson & Boucher Capital Management
California
$913K -$154K -262 -14%
OWM
3130
Opes Wealth Management
California
$913K +$49.5K +84 +6%
BWM
3131
Birchcreek Wealth Management
Ohio
$912K
VFIC
3132
Valley Forge Investment Consultants
Pennsylvania
$907K +$589K +1,000 +183%
TBC
3133
Ted Buchan & Co
California
$907K +$41.8K +71 +5%
LTI
3134
Laffer Tengler Investments
Tennessee
$906K -$140K -238 -13%
PPWM
3135
PFG Private Wealth Management
Florida
$905K
CA
3136
Capital Advantage
California
$903K +$908K +1,541 New
A
3137
Argentarii
Ohio
$901K +$906K +1,538 New
SW
3138
Solidarity Wealth
Utah
$901K +$141K +240 +19%
HCM
3139
Hilton Capital Management
New York
$900K
GIA
3140
GHP Investment Advisors
Colorado
$899K +$13.6K +23 +2%
VFG
3141
Victory Financial Group
Texas
$896K +$900K +1,528 New
RWM
3142
Ruedi Wealth Management
Illinois
$895K -$37.7K -64 -4%
FF
3143
Fortitude Financial
Washington
$894K +$899K +1,526 New
GI
3144
Gradient Investments
Minnesota
$892K +$305K +517 +51%
4WM
3145
49 Wealth Management
Texas
$892K -$648K -1,100 -42%
LWM
3146
Liberty Wealth Management
California
$892K -$4.12K -7 -0.5%
JE
3147
JMAC Enterprises
Pennsylvania
$890K -$589 -1 -0.1%
NQWM
3148
Northwest Quadrant Wealth Management
Oregon
$889K +$161K +274 +22%
MAM
3149
Marquette Asset Management
Minnesota
$888K -$3.2M -5,427 -78%
NPAN
3150
Northeast Planning Associates NH
New Hampshire
$888K +$893K +1,516 New

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.