We are live on ! Find out more
SPY icon

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
EW
3351
Enzi Wealth
Texas
$345K -$996 -2 -0.3%
CRI
3352
Colonial River Investments
Virginia
$345K -$141K -284 -30%
WAG
3353
Windsor Advisory Group
Ohio
$345K +$79.2K +159 +32%
VCM
3354
Versant Capital Management
Arizona
$345K +$498 +1 +0.2%
AHC
3355
Adell Harriman & Carpenter
Texas
$344K
MWA
3356
Miller Wealth Advisors
Colorado
$344K +$1.49K +3 +0.5%
FI
3357
FWG Investments
Kentucky
$344K -$40.3K -81 -11%
LB
3358
Legacy Bridge
Iowa
$344K +$4.98K +10 +2%
SMAM
3359
Sugar Maple Asset Management
Wisconsin
$342K +$325K +653 New
GCM
3360
Goldstream Capital Management
Hong Kong
$341K
PA
3361
PSI Advisors
Florida
$341K -$61.7K -124 -16%
GA
3362
Greytown Advisors
Florida
$339K +$498 +1 +0.2%
SIM
3363
Sentry Investment Management
Wisconsin
$339K +$323K +648 New
SWA
3364
ShankerValleau Wealth Advisors
Illinois
$338K -$19.4K -39 -6%
EFIC
3365
Eliot Finkel Investment Counsel
California
$337K
VFIC
3366
Valley Forge Investment Consultants
Pennsylvania
$336K
BA
3367
Baugh & Associates
Georgia
$336K +$34.9K +70 +12%
WA
3368
WP Advisors
California
$336K +$40.3K +81 +14%
MIM
3369
Moseley Investment Management
Florida
$334K +$318K +639 New
PWA
3370
Physician Wealth Advisors
Utah
$332K -$50.3K -101 -13%
DCM
3371
Dudley Capital Management
Virginia
$332K +$9.96K +20 +3%
CIA
3372
Cascade Investment Advisors
Oregon
$330K -$2.49K -5 -0.8%
SWM
3373
Salvus Wealth Management
New Jersey
$329K +$26.9K +54 +9%
CFG
3374
CKW Financial Group
Hawaii
$328K +$1.99K +4 +0.6%
GG
3375
Greenwood Gearhart
Arkansas
$328K

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.