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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
BFG
3201
Beacon Financial Group
Texas
$826K +$23.6K +40 +3%
CFG
3202
Carr Financial Group
Massachusetts
$825K +$223K +378 +37%
FWM
3203
Finer Wealth Management
Massachusetts
$823K -$4.12K -7 -0.5%
PCM
3204
Pennsylvania Capital Management
Pennsylvania
$822K
PWM
3205
Parkshore Wealth Management
California
$821K +$825K +1,401 New
HH
3206
HWG Holdings
Texas
$821K -$136K -230 -14%
SHA
3207
Seneca House Advisors
Virginia
$821K
VFPW
3208
Vantage Financial Partners (Wisconsin)
Wisconsin
$819K +$57.1K +97 +7%
MA
3209
Maxele Advisors
Missouri
$817K +$821K +1,394 New
WA
3210
WealthTrust Axiom
Pennsylvania
$816K +$589 +1 +0.1%
MFA
3211
Morling Financial Advisors
California
$816K +$318K +540 +63%
FFC
3212
First Financial Corp
Indiana
$815K
SL
3213
SFM LLC
New Hampshire
$814K
WE
3214
Wealth Effects
Massachusetts
$814K -$70.7K -120 -8%
HNW
3215
High Note Wealth
Minnesota
$812K -$260K -441 -24%
GSEP
3216
Golden State Equity Partners
California
$810K +$814K +1,382 New
SIA
3217
Strategic Investment Advisors
Michigan
$810K +$57.7K +98 +8%
MWM
3218
Mattern Wealth Management
Kansas
$809K -$1.18K -2 -0.1%
TNB
3219
Thomasville National Bank
Georgia
$804K +$35.9K +61 +5%
BWL
3220
Beacon Wealthcare LLC
North Carolina
$804K
SW
3221
SMART Wealth
Nebraska
$803K +$213K +362 +36%
CFCI
3222
Comprehensive Financial Consultants Institutional
Indiana
$802K -$199K -337 -20%
GA
3223
GoalVest Advisory
New York
$802K -$69.5K -118 -8%
NIM
3224
Nicollet Investment Management
Minnesota
$800K
Q1WB
3225
Quest 10 Wealth Builders
Virginia
$797K +$801K +1,359 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.