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State Street SPDR S&P 500 ETF Trust

3,794 hedge funds and large institutions have $328B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,585 increasing their positions, 1,478 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 105

1.75% more ownership

Funds ownership: 55.41%57.16% (+1.7%)

1% more funds holding

Funds holding: 3,7523,794 (+42)

7% more repeat investments, than reductions

Existing positions increased: 1,585 | Existing positions reduced: 1,478

3% less capital invested

Capital invested by funds: $337B → $328B (-$9.3B)

1% less funds holding in top 10

Funds holding in top 10: 1,0571,044 (-13)

58% less call options, than puts

Call options by funds: $271B | Put options by funds: $643B

Holders
3,794
Holders Change
+42
Holders Change %
+1.12%
% of All Funds
54.47%
Holding in Top 10
1,044
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.23%
% of All Funds
14.99%
New
196
Increased
1,585
Reduced
1,478
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
3226
Barton Investment Management
Pennsylvania
$481K
WMWM
3227
Whitaker-Myers Wealth Managers
Ohio
$481K -$1.01M -1,825 -69%
PSP
3228
Pacific Sage Partners
Washington
$479K +$553 +1 +0.1%
PS
3229
Planned Solutions
California
$478K
S4W
3230
Solutions 4 Wealth
Texas
$477K +$553 +1 +0.1%
EW
3231
Enzi Wealth
Texas
$477K +$39.8K +72 +10%
CAMV
3232
Concord Asset Management (Virginia)
Virginia
$476K
CWP
3233
Concord Wealth Partners
Virginia
$476K -$265K -480 -37%
SLG
3234
Stanley-Laman Group
Pennsylvania
$475K +$86.8K +157 +23%
ECA
3235
Elevated Capital Advisors
Utah
$475K
FIC
3236
FCG Investment Company
Tennessee
$473K +$60.8K +110 +15%
AWC
3237
Adamsbrown Wealth Consultants
Kansas
$472K +$1.11K +2 +0.2%
RFN
3238
Redwood Financial Network
Ohio
$471K +$13.3K +24 +3%
TFO
3239
Tarbox Family Office
California
$471K -$553 -1 -0.1%
CCM
3240
Compass Capital Management
Minnesota
$470K -$2.77K -5 -0.6%
HHGA
3241
Halbert Hargrove Global Advisors
California
$469K -$138K -250 -23%
WMA
3242
Wealth Management Associates
New Jersey
$469K
HWP
3243
Heritage Wealth Partners
Ohio
$468K -$8.29K -15 -2%
WAM
3244
WealthTrust Asset Management
Florida
$467K -$208K -377 -32%
ATI
3245
ARK & TLK Investments
Oklahoma
$467K
PGAM
3246
Princeton Global Asset Management
New Jersey
$467K +$27.6K +50 +7%
MHIC
3247
Marble Harbor Investment Counsel
Massachusetts
$467K
CCWM
3248
Correct Capital Wealth Management
Missouri
$464K -$553 -1 -0.1%
PGIM
3249
Pacific Global Investment Management
California
$464K -$32.1K -58 -7%
AHC
3250
Adell Harriman & Carpenter
Texas
$464K

SPY Hedge Fund Activity: Q3 2024 in Review

3,794 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2024, worth a combined $328B — down 2.8% from $337B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new SPY positions and 105 closed out — a net gain of 91 holders — while 1,585 added to existing stakes and 1,478 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $7.87B. The largest seller was Strategic Financial Concepts, cutting an estimated $1.42B.

  • 3,794 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2024, up from 3,752 in Q2 2024.
  • Funds reported $328B of State Street SPDR S&P 500 ETF Trust stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 196 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2024 and 105 closed out, a net change of +91 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $7.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.