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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
S4W
3176
Solutions 4 Wealth
Texas
$466K -$54.8K -110 -11%
MA
3177
Mezzasalma Advisors
New Jersey
$465K +$45.3K +91 +11%
DWM
3178
Dopkins Wealth Management
New York
$465K +$48.3K +97 +12%
TFP
3179
Triune Financial Partners
Kansas
$464K +$34.9K +70 +9%
JCFM
3180
JBR Co Financial Management
Oklahoma
$464K +$169K +339 +62%
SRC
3181
Shufro Rose & Co
New York
$463K +$996 +2 +0.2%
BBW
3182
Blue Barn Wealth
Utah
$461K +$996 +2 +0.2%
AG
3183
Advocate Group
Minnesota
$460K
EPWM
3184
Essex Private Wealth Management
Massachusetts
$459K
KL
3185
KWMG LLC
Kansas
$456K -$48.3K -97 -10%
KWA
3186
Kellett Wealth Advisors
Ohio
$454K +$42.3K +85 +11%
CWA
3187
Capital Wealth Alliance
Arizona
$454K +$432K +868 New
WIP
3188
WealthCare Investment Partners
Rhode Island
$454K -$5.97K -12 -1%
AWMT
3189
AAFMAA Wealth Management & Trust
North Carolina
$450K
HWM
3190
Hemington Wealth Management
Virginia
$448K -$1.04M -2,089 -71%
DC
3191
DeDora Capital
California
$448K
CFG
3192
Cambridge Financial Group
Ohio
$447K -$2.14M -4,295 -83%
JAFL
3193
Jay A. Fishman Ltd
Michigan
$447K
WMA
3194
Wealth Management Associates
New Jersey
$445K -$62.2K -125 -13%
SWM
3195
Silverlake Wealth Management
Vermont
$444K -$5.97K -12 -1%
KBC Group
3196
KBC Group
Belgium
$444K -$667K -1,340 -61%
BWG
3197
Balanced Wealth Group
Ohio
$443K +$2.99K +6 +0.7%
TWM
3198
Tanager Wealth Management
United Kingdom
$441K +$70.7K +142 +20%
RLWM
3199
RF&L Wealth Management
Massachusetts
$440K
NC
3200
Napatree Capital
Rhode Island
$438K -$4.98K -10 -1%

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.