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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
AL
3326
ADE LLC
Maryland
$362K -$102K -205 -23%
CA
3327
Crane Advisory
California
$362K +$351K +706 New
ECM
3328
Elgethun Capital Management
South Dakota
$362K +$498 +1 +0.1%
RIG
3329
RiverFront Investment Group
Virginia
$361K +$344K +691 New
IA
3330
IFG Advisory
Georgia
$357K -$45.7M -91,749 -99%
RWM
3331
Reston Wealth Management
Virginia
$356K -$98.1K -197 -22%
EPP
3332
ETF Portfolio Partners
Kansas
$356K -$697K -1,400 -67%
PK
3333
Pflug Koory
Nebraska
$355K
RFN
3334
Redwood Financial Network
Ohio
$354K -$44.3K -89 -12%
AFG
3335
Altiora Financial Group
Ohio
$354K +$337K +676 New
CFS
3336
Cannon Financial Strategists
Georgia
$354K
ARG
3337
Advisory Resource Group
Oklahoma
$353K +$12.9K +26 +4%
BB
3338
Burford Brothers
Texas
$352K -$505K -1,014 -60%
SIAG
3339
Signet Investment Advisory Group
Rhode Island
$350K -$6.47K -13 -2%
SLG
3340
Stanley-Laman Group
Pennsylvania
$349K -$409K -822 -55%
GA
3341
Goldstein Advisors
Wisconsin
$349K -$7.47K -15 -2%
QIM
3342
Quest Investment Management
Oregon
$348K
KMWM
3343
Keudell/Morrison Wealth Management
Oregon
$348K +$331K +665 New
OAM
3344
Oak Asset Management
California
$348K
MCWA
3345
Meadow Creek Wealth Advisors
Georgia
$348K +$53.3K +107 +19%
CCT
3346
Chemung Canal Trust
New York
$347K
BWM
3347
Brown Wealth Management
Illinois
$347K
PHWM
3348
Pine Harbor Wealth Management
Maryland
$346K +$996 +2 +0.3%
CCM
3349
Cutler Capital Management
Massachusetts
$345K
CWA
3350
CJM Wealth Advisers
Virginia
$345K -$1.99K -4 -0.6%

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.