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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
SPW
3251
Sonoma Private Wealth
California
$405K +$13.9K +28 +4%
RWRC
3252
R.W. Roge & Company
New York
$404K
AIA
3253
AIMZ Investment Advisors
California
$404K -$9.46K -19 -2%
VAG
3254
Vannoy Advisory Group
Texas
$403K
MWM
3255
McNaughton Wealth Management
California
$401K -$1.49K -3 -0.4%
SC
3256
Schoolcraft Capital
Colorado
$399K -$996 -2 -0.3%
LWMNY
3257
Landmark Wealth Management (New York)
New York
$399K +$154K +309 +68%
SW
3258
Solidarity Wealth
Utah
$399K +$68.2K +137 +22%
FGAM
3259
Financial Gravity Asset Management
Texas
$399K +$244K +491 +165%
5SA
3260
5th Street Advisors
Connecticut
$399K
SHF
3261
Stage Harbor Financial
Massachusetts
$396K
CGFA
3262
Colton Groome Financial Advisors
North Carolina
$396K +$20.9K +42 +6%
FF
3263
Farrow Financial
Vermont
$394K
TCM
3264
Telos Capital Management
California
$394K -$35.8K -72 -9%
BIA
3265
Beacon Investment Advisors
Maryland
$394K +$1.49K +3 +0.4%
MAG
3266
Mayfair Advisory Group
Alabama
$393K +$58.2K +117 +18%
MCA
3267
Maryland Capital Advisors
Maryland
$392K
SA
3268
swisspartners Advisors
Switzerland
$390K +$996 +2 +0.2%
PWS
3269
Peloton Wealth Strategists
Indiana
$390K +$62.2K +125 +20%
ACM
3270
Avalon Capital Management
California
$389K +$11.5K +23 +3%
C
3271
CEDRUS
Colorado
$389K -$35.8K -72 -9%
PGAM
3272
Princeton Global Asset Management
New Jersey
$389K -$91.6K -184 -20%
ANHIM
3273
Alan N. Hoffman Investment Management
Massachusetts
$389K +$10.5K +21 +3%
AWM
3274
Avondale Wealth Management
Texas
$388K
SFO
3275
Stokes Family Office
Louisiana
$386K

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.