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State Street SPDR S&P 500 ETF Trust

4,229 hedge funds and large institutions have $360B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 606 funds opening new positions, 1,667 increasing their positions, 1,468 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 606 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 1,667 | Existing positions reduced: 1,468

11% more funds holding

Funds holding: 3,7944,229 (+435)

10% more funds holding in top 10

Funds holding in top 10: 1,0441,147 (+103)

10% more capital invested

Capital invested by funds: $328B → $360B (+$32.3B)

1.85% less ownership

Funds ownership: 57.16%55.31% (-1.8%)

51% less call options, than puts

Call options by funds: $280B | Put options by funds: $573B

Holders
4,229
Holders Change
+435
Holders Change %
+11.47%
% of All Funds
55.7%
Holding in Top 10
1,147
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.87%
% of All Funds
15.11%
New
606
Increased
1,667
Reduced
1,468
Closed
98
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79B
Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
3326
Vista Investment Partners II
Indiana
$696K +$699K +1,187 New
MCA
3327
Magnolia Capital Advisors
Mississippi
$695K +$699K +1,187 New
HKIMG
3328
Hutchens & Kramer Investment Management Group
Indiana
$695K +$39.5K +67 +6%
SP
3329
Sequent Planning
Nebraska
$692K -$11.8K -20 -2%
NWM
3330
Northcape Wealth Management
New York
$692K
MAM
3331
Marotta Asset Management
Virginia
$690K -$227K -385 -25%
GP
3332
Gallo Partners
New Jersey
$689K +$693K +1,176 New
I
3333
IMPACTfolio
Colorado
$689K
FA
3334
FC Advisory
Pennsylvania
$688K +$1.18K +2 +0.2%
GB
3335
Goepper Burkhardt
South Carolina
$684K +$20.6K +35 +3%
RWM
3336
RBA Wealth Management
California
$683K +$687K +1,166 New
FA
3337
FF Advisors
California
$683K +$227K +386 +52%
PCM
3338
Pointe Capital Management
Michigan
$683K
CAMV
3339
Concord Asset Management (Virginia)
Virginia
$682K +$197K +334 +40%
CPA
3340
Capital Performance Advisors
California
$681K -$2.36K -4 -0.3%
EF
3341
Exeter Financial
Arizona
$680K -$1.77K -3 -0.3%
ACM
3342
Ardent Capital Management
Ohio
$680K
CWM
3343
Certus Wealth Management
California
$680K
SFMG
3344
Sage Financial Management Group
Virginia
$678K
JPWM
3345
Jamison Private Wealth Management
Georgia
$675K -$8.25K -14 -1%
SWM
3346
Silverlake Wealth Management
Vermont
$675K +$38.9K +66 +6%
AWM
3347
Avaii Wealth Management
Wisconsin
$673K -$8.25K -14 -1%
AWP
3348
Atlas Wealth Partners
Pennsylvania
$672K +$318K +540 +89%
3AM
3349
3EDGE Asset Management
Florida
$671K -$4.71K -8 -0.7%
BW
3350
BostonPremier Wealth
Massachusetts
$671K +$675K +1,145 New

SPY Hedge Fund Activity: Q4 2024 in Review

4,229 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2024, worth a combined $360B — up 9.9% from $328B a quarter earlier.

Buyers outnumbered sellers: 606 funds opened new SPY positions and 98 closed out — a net gain of 508 holders — while 1,667 added to existing stakes and 1,468 trimmed.

The largest buyer was Capula Management, adding an estimated $5.08B. The largest seller was International Assets Investment Management, cutting an estimated $8.39B.

  • 4,229 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2024, up from 3,794 in Q3 2024.
  • Funds reported $360B of State Street SPDR S&P 500 ETF Trust stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 606 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2024 and 98 closed out, a net change of +508 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2024 was Capula Management, an estimated $5.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $8.39B sold.

Based on aggregated 13F filings for Q4 2024.