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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
RP
3201
Rowlandmiller & Partners
Georgia
$438K -$9.46K -19 -2%
RIA
3202
RPG Investment Advisory
California
$436K -$20.4K -41 -5%
PPA
3203
Painted Porch Advisors
California
$436K +$138K +278 +50%
PSP
3204
Pacific Sage Partners
Washington
$436K +$85.1K +171 +26%
PS
3205
Planned Solutions
California
$436K
PPWP
3206
Premier Path Wealth Partners
New Jersey
$435K -$2.49K -5 -0.6%
SPWM
3207
Straight Path Wealth Management
Michigan
$435K
CAMV
3208
Concord Asset Management (Virginia)
Virginia
$435K +$498 +1 +0.1%
AWMG
3209
Alliance Wealth Management Group
New Jersey
$434K +$413K +830 New
CCM
3210
Crew Capital Management
Ohio
$433K +$9.96K +20 +2%
WAM
3211
Walker Asset Management
Missouri
$432K
DWM
3212
Darwin Wealth Management
Florida
$432K -$104K -208 -20%
RCA
3213
Riverview Capital Advisers
Massachusetts
$432K +$32.4K +65 +9%
VCM
3214
Vision Capital Management
Oregon
$432K -$40.3K -81 -9%
RA
3215
RiverTree Advisors
Florida
$430K
MHIC
3216
Marble Harbor Investment Counsel
Massachusetts
$430K +$498 +1 +0.1%
JWM
3217
JGP Wealth Management
Oregon
$430K +$45.3K +91 +12%
TFO
3218
Tarbox Family Office
California
$429K +$18.9K +38 +5%
GSWM
3219
Greenup Street Wealth Management
Michigan
$429K -$3.46M -6,943 -87%
LFGO
3220
Legacy Financial Group (Oklahoma)
Oklahoma
$428K -$5.48K -11 -1%
TDC
3221
Thompson Davis & Co
Virginia
$428K +$1.49K +3 +0.4%
CTFG
3222
Capstone Triton Financial Group
Oklahoma
$427K
DWM
3223
Drive Wealth Management
Utah
$427K -$456K -915 -53%
TDWM
3224
Topel & Distasi Wealth Management
California
$427K -$36.3K -73 -8%
LL
3225
LPWM LLC
Minnesota
$426K +$5.97K +12 +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.