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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
C1AG
3376
Client 1st Advisory Group
Florida
$376K +$6.08K +11 +2%
PWM
3377
Partnership Wealth Management
Maryland
$375K -$249K -450 -41%
CI
3378
CPR Investments
Michigan
$375K +$362K +654 New
ACA
3379
Anchor Capital Advisors
Massachusetts
$375K
SMAM
3380
Sugar Maple Asset Management
Wisconsin
$375K
AI
3381
Axos Invest
Nevada
$374K +$361K +652 New
RAM
3382
Ramirez Asset Management
New York
$373K +$27.6K +50 +8%
KB
3383
Kimelman & Baird
New York
$372K
CIA
3384
Cascade Investment Advisors
Oregon
$371K +$8.85K +16 +3%
SPW
3385
Sonoma Private Wealth
California
$371K -$70.8K -128 -17%
SWA
3386
ShankerValleau Wealth Advisors
Illinois
$371K
EFIC
3387
Eliot Finkel Investment Counsel
California
$370K
TPCM
3388
Templeton & Phillips Capital Management
Tennessee
$370K
DIM
3389
DLK Investment Management
California
$369K +$92.3K +167 +35%
CCMI
3390
Creative Capital Management Investments
California
$368K
TWP
3391
Total Wealth Planning
Ohio
$368K -$286K -517 -45%
MRCM
3392
M&R Capital Management
New Jersey
$367K +$40.9K +74 +13%
VCM
3393
Versant Capital Management
Arizona
$367K
RWM
3394
Reston Wealth Management
Virginia
$365K +$1.66K +3 +0.5%
GG
3395
Greenwood Gearhart
Arkansas
$364K -$118K -213 -25%
DCM
3396
Dudley Capital Management
Virginia
$364K
BI
3397
Beckerman Institutional
New Jersey
$364K +$351K +634 New
CIA
3398
CCM Investment Advisers
South Carolina
$364K -$4.42K -8 -1%
SIS
3399
Strategic Investment Solutions
Illinois
$363K +$9.95K +18 +3%
PW
3400
Peninsula Wealth
California
$363K

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.