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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
SIA
3301
Schear Investment Advisers
Ohio
$426K
WH
3302
Whitcomb & Hess
Ohio
$426K +$553 +1 +0.1%
AWM
3303
Avondale Wealth Management
Texas
$426K
WFMPM
3304
Woodley Farra Manion Portfolio Management
Indiana
$425K -$27.6K -50 -6%
LL
3305
LWMG LLC
Minnesota
$425K -$9.4K -17 -2%
RWM
3306
Revisor Wealth Management
Ohio
$424K -$116K -209 -22%
AIM
3307
Arcadia Investment Management
Michigan
$423K +$90.7K +164 +29%
LI
3308
Louisbourg Investments
New Brunswick, Canada
$422K -$216K -391 -35%
BOC
3309
Bull Oak Capital
California
$422K +$193K +349 +90%
FWM
3310
Focused Wealth Management
New York
$421K +$553 +1 +0.1%
KCM
3311
Kaye Capital Management
California
$420K +$14.4K +26 +4%
SCM
3312
Seascape Capital Management
New Hampshire
$418K +$1.11K +2 +0.3%
GWM
3313
Gray Wealth Management
Maine
$417K +$86.8K +157 +28%
HGA
3314
Hobbs Group Advisors
South Carolina
$416K +$553 +1 +0.1%
PWP
3315
Parkwoods Wealth Partners
New York
$415K +$400K +723 New
CWM
3316
Cedar Wealth Management
California
$414K
DK
3317
David Kennon
Florida
$414K
LFA
3318
Level Financial Advisors
New York
$413K +$116K +209 +41%
CAM
3319
Clark Asset Management
New Hampshire
$412K -$28.8K -52 -7%
PSF
3320
Pacific Sun Financial
California
$412K
VIA
3321
Vickerman Investment Advisors
Washington
$410K -$1.66K -3 -0.4%
PTCG
3322
Pring Turner Capital Group
California
$410K +$2.21K +4 +0.6%
WPWM
3323
Western Pacific Wealth Management
Illinois
$410K
FLA
3324
Financial Life Advisors
Texas
$409K -$3.32K -6 -0.8%
BBP
3325
Banco BTG Pactual
Brazil
$409K +$173K +312 +78%

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.