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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
AIC
3376
Allodium Investment Consultants
Minnesota
$652K +$656K +1,113 New
SCA
3377
Strathmore Capital Advisors
North Carolina
$652K +$656K +1,113 New
MWA
3378
MN Wealth Advisors
Kansas
$651K +$1.77K +3 +0.3%
LC
3379
Lincoln Capital
Nebraska
$648K +$35.4K +60 +6%
TNAM
3380
Terra Nova Asset Management
New York
$648K -$8.25K -14 -1%
XWM
3381
Xcel Wealth Management
Florida
$647K -$6.48K -11 -1%
MCA
3382
Maryland Capital Advisors
Maryland
$645K +$207K +351 +47%
GWP
3383
Gen-Wealth Partners
Michigan
$644K -$8.84K -15 -1%
MCM
3384
Mainstay Capital Management
Michigan
$644K +$104K +177 +19%
WIC
3385
Wilkins Investment Counsel
Massachusetts
$642K
LW
3386
Lauer Wealth
Indiana
$642K +$646K +1,096 New
HWMO
3387
Heritage Wealth Management (Ohio)
Ohio
$642K +$8.84K +15 +1%
MAM
3388
MWA Asset Management
Massachusetts
$642K -$244K -414 -27%
TPW
3389
Transatlantique Private Wealth
New York
$642K
CWR
3390
Chico Wealth RIA
California
$641K
SBF
3391
Sara-Bay Financial
Florida
$640K -$13.6K -23 -2%
VPW
3392
Variant Private Wealth
Virginia
$638K +$642K +1,089 New
CW
3393
Code Waechter
Florida
$638K -$38.9K -66 -6%
HCP
3394
Hamilton Capital Partners
Georgia
$638K +$641K +1,088 New
RDFA
3395
Ritter Daniher Financial Advisory
Ohio
$636K -$14.7K -25 -2%
NFTC
3396
North Forty Two & Co
Oregon
$636K +$639K +1,085 New
TC
3397
Tenret Company
Florida
$634K +$313K +531 +96%
BBL
3398
Beck Bode LLC
Massachusetts
$632K -$279K -474 -31%
LWM
3399
Level Wealth Management
North Carolina
$631K +$635K +1,077 New
IFA
3400
Interactive Financial Advisors
Illinois
$629K -$25.3K -43 -4%

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.