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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
PFA
3276
Professional Financial Advisors
Nebraska
$450K -$31.5K -57 -7%
TIA
3277
Tandem Investment Advisors
South Carolina
$449K -$19.9K -36 -4%
EU
3278
Emory University
Georgia
$448K
MWM
3279
McNaughton Wealth Management
California
$448K -$2.21K -4 -0.5%
FPCG
3280
Forum Private Client Group
Indiana
$447K -$2.21K -4 -0.5%
PCM
3281
Presidio Capital Management
California
$446K +$85.2K +154 +25%
CCM
3282
Coerente Capital Management
Ontario, Canada
$445K -$77.4K -140 -15%
AIA
3283
AIMZ Investment Advisors
California
$443K +$553 +1 +0.1%
SHF
3284
Stage Harbor Financial
Massachusetts
$443K
TWM
3285
Tanager Wealth Management
United Kingdom
$443K
QFA
3286
Quantum Financial Advisors
California
$443K +$61.4K +111 +17%
VAG
3287
Vannoy Advisory Group
Texas
$442K
ANHIM
3288
Alan N. Hoffman Investment Management
Massachusetts
$442K +$41.5K +75 +11%
ATS
3289
Ashton Thomas Securities
New York
$440K +$66.4K +120 +19%
PWS
3290
Peloton Wealth Strategists
Indiana
$439K +$10.5K +19 +3%
LWMNY
3291
Landmark Wealth Management (New York)
New York
$437K +$553 +1 +0.1%
SC
3292
Schoolcraft Capital
Colorado
$435K -$2.77K -5 -0.7%
FA
3293
FF Advisors
California
$435K -$213K -386 -34%
BIA
3294
Beacon Investment Advisors
Maryland
$435K +$1.11K +2 +0.3%
AWP
3295
Avid Wealth Partners
Texas
$434K -$5.53K -10 -1%
CG
3296
Clifford Group
Massachusetts
$433K +$128K +232 +44%
MCA
3297
Maryland Capital Advisors
Maryland
$430K
FPIS
3298
Financial Planning & Information Services
Wisconsin
$429K +$201K +363 +95%
NFA
3299
Northwest Financial Advisors
Virginia
$428K +$15.5K +28 +4%
MWA
3300
Muirfield Wealth Advisors
North Carolina
$427K +$81.8K +148 +25%

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.