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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
CIAS
3401
CBIZ Investment Advisory Services
Ohio
$311K +$49.8K +100 +20%
CPC
3402
Cookson Peirce & Co
Pennsylvania
$311K
WFS
3403
Walker Financial Services
Kentucky
$311K +$9.46K +19 +3%
SW
3404
SMART Wealth
Nebraska
$311K -$987K -1,983 -77%
MWP
3405
Meridian Wealth Partners
Pennsylvania
$308K
NC
3406
NovaPoint Capital
Georgia
$308K -$194K -390 -40%
MRCM
3407
M&R Capital Management
New Jersey
$307K -$197K -395 -40%
MWM
3408
Maltin Wealth Management
New Jersey
$307K +$498 +1 +0.2%
KCM
3409
Kaye Capital Management
California
$305K +$996 +2 +0.3%
CA
3410
Crumly & Associates
Illinois
$305K
RFN
3411
RDA Financial Network
Iowa
$304K +$1.99K +4 +0.7%
PWM
3412
Provident Wealth Management
Tennessee
$303K -$3.48K -7 -1%
KL
3413
KilterHowling LLC
Colorado
$303K
BFA
3414
Brown Financial Advisory
Alabama
$303K +$8.46K +17 +3%
ASW
3415
Astoria Strategic Wealth
Texas
$301K
RW
3416
RVW Wealth
California
$301K
AIM
3417
Arcadia Investment Management
Michigan
$300K -$498 -1 -0.2%
BWG
3418
Berry Wealth Group
Texas
$300K
FCAM
3419
First Citizens Asset Management
North Carolina
$298K -$498 -1 -0.2%
AF
3420
Apollon Financial
South Carolina
$297K +$5.97K +12 +2%
PSB
3421
Piscataqua Savings Bank
New Hampshire
$297K -$51.8K -104 -15%
CWMGP
3422
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$296K +$282K +566 New
HFS
3423
Hoge Financial Services
Pennsylvania
$296K +$72.2K +145 +34%
PCM
3424
Presidio Capital Management
California
$296K +$12.9K +26 +5%
WCM
3425
Westend Capital Management
California
$296K +$281K +565 New

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.