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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
UWS
3376
Unique Wealth Strategies
Illinois
$327K -$68.7K -138 -18%
CPA
3377
Court Place Advisors
Maryland
$327K -$24.9K -50 -7%
HWM
3378
HRC Wealth Management
Idaho
$327K +$996 +2 +0.3%
PD
3379
Planning Directions
Pennsylvania
$326K +$498 +1 +0.2%
FSG
3380
Financial Strategies Group
Michigan
$326K
DW
3381
Dodds Wealth
Colorado
$326K -$3.48K -7 -1%
PW
3382
Peninsula Wealth
California
$326K
ARA
3383
Alexander Randolph Advisory
Virginia
$325K
FPF
3384
First Pacific Financial
Washington
$325K +$309K +620 New
BFP
3385
Briaud Financial Planning
Texas
$322K +$306K +615 New
PIFP
3386
Partners in Financial Planning
Virginia
$321K +$498 +1 +0.2%
MCP
3387
Mirador Capital Partners
California
$321K
GWM
3388
Gray Wealth Management
Maine
$320K +$498 +1 +0.2%
CA
3389
Carson Advisory
Georgia
$319K -$2.49K -5 -0.8%
AC
3390
Anson Capital
Georgia
$318K +$303K +608 New
MC
3391
Matisse Capital
Oregon
$318K +$13.9K +28 +5%
MGWA
3392
Monument Group Wealth Advisors
Massachusetts
$317K
MCM
3393
Mendel Capital Management
Arkansas
$317K -$37.8K -76 -11%
LFP
3394
Lakeshore Financial Planning
Michigan
$315K +$21.4K +43 +8%
RF
3395
Robinswood Financial
Washington
$315K +$996 +2 +0.3%
CS
3396
Crescent Sterling
Louisiana
$314K
RAM
3397
Ramirez Asset Management
New York
$314K
GCM
3398
Graham Capital Management
Connecticut
$314K +$299K +600 New
MWA
3399
Muirfield Wealth Advisors
North Carolina
$313K +$63.7K +128 +27%
GWMIA
3400
Global Wealth Management Investment Advisory
Florida
$313K

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.