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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
LL
3251
LPWM LLC
Minnesota
$463K -$8.29K -15 -2%
BWL
3252
Bogart Wealth LLC
Virginia
$463K -$32.6K -59 -7%
HA
3253
HC Advisors
Georgia
$462K
WFA
3254
WestHill Financial Advisors
California
$462K
MSWM
3255
Mowery & Schoenfeld Wealth Management
Illinois
$462K
CCM
3256
Crew Capital Management
Ohio
$461K -$13.8K -25 -3%
BBI
3257
Baxter Bros Inc
Connecticut
$460K
PA
3258
PSI Advisors
Florida
$460K +$26.5K +48 +6%
Jacobs Levy Equity Management
3259
Jacobs Levy Equity Management
New Jersey
$459K -$10.6M -19,200 -96%
CWAG
3260
Compton Wealth Advisory Group
Virginia
$459K
BG
3261
Bollard Group
Massachusetts
$459K
TCMP
3262
Thrive Capital Management (Pennsylvania)
Pennsylvania
$458K -$177K -320 -29%
PWM
3263
Prosperity Wealth Management
California
$457K -$31K -56 -7%
GF
3264
Gimbal Financial
Indiana
$457K -$91.8K -166 -17%
EWA
3265
Emergent Wealth Advisors
New York
$456K -$1.11K -2 -0.3%
PPWP
3266
Premier Path Wealth Partners
New Jersey
$455K
AIA
3267
Accelerate Investment Advisors
California
$455K +$438K +792 New
HAC
3268
Harbor Advisory Corp
New Hampshire
$454K
CCAL
3269
City Center Advisors LLC
Michigan
$453K +$161K +292 +59%
LF
3270
Lee Financial
Texas
$453K +$436K +789 New
CTFG
3271
Capstone Triton Financial Group
Oklahoma
$453K -$5.53K -10 -1%
BWM
3272
Boyd Wealth Management
California
$453K
IC
3273
Iconiq Capital
California
$452K +$1.11K +2 +0.3%
PPA
3274
Painted Porch Advisors
California
$451K -$30.4K -55 -7%
BWA
3275
Boulder Wealth Advisors
Colorado
$451K

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.