We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

3,752 hedge funds and large institutions have $337B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,573 increasing their positions, 1,460 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 94

11% more capital invested

Capital invested by funds: $304B → $337B (+$33.2B)

2% more funds holding

Funds holding: 3,6933,752 (+59)

8% more repeat investments, than reductions

Existing positions increased: 1,573 | Existing positions reduced: 1,460

1% more funds holding in top 10

Funds holding in top 10: 1,0471,057 (+10)

2.21% less ownership

Funds ownership: 57.62%55.41% (-2.2%)

48% less call options, than puts

Call options by funds: $268B | Put options by funds: $518B

Holders
3,752
Holders Change
+59
Holders Change %
+1.6%
% of All Funds
54.18%
Holding in Top 10
1,057
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.26%
New
206
Increased
1,573
Reduced
1,460
Closed
94
Calls
$268B
Puts
$518B
Net Calls
-$250B
Net Calls Change
+$148B
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
3401
Meridian Wealth Partners
Pennsylvania
$337K +$15.7K +30 +5%
DW
3402
Dodds Wealth
Colorado
$336K -$9.94K -19 -3%
ARA
3403
Alexander Randolph Advisory
Virginia
$335K -$3.66K -7 -1%
CS
3404
Crescent Sterling
Louisiana
$335K +$7.85K +15 +3%
PIFP
3405
Partners in Financial Planning
Virginia
$334K +$523 +1 +0.2%
BFP
3406
Briaud Financial Planning
Texas
$334K
HWM
3407
HFG Wealth Management
Texas
$333K +$320K +612 New
CA
3408
Crane Advisory
California
$333K -$55.5K -106 -15%
CA
3409
Carson Advisory
Georgia
$332K +$523 +1 +0.2%
AC
3410
Anson Capital
Georgia
$331K
FI
3411
FWG Investments
Kentucky
$330K -$26.2K -50 -8%
MGWA
3412
Monument Group Wealth Advisors
Massachusetts
$330K
MCM
3413
Mendel Capital Management
Arkansas
$330K
KAM
3414
Knightsbridge Asset Management
California
$328K
UWS
3415
Unique Wealth Strategies
Illinois
$327K
RAM
3416
Ramirez Asset Management
New York
$327K
GWMIA
3417
Global Wealth Management Investment Advisory
Florida
$325K
MWA
3418
Muirfield Wealth Advisors
North Carolina
$325K -$523 -1 -0.2%
NWMG
3419
National Wealth Management Group
Ohio
$324K -$56.5K -108 -15%
CIAS
3420
CBIZ Investment Advisory Services
Ohio
$324K
SW
3421
SMART Wealth
Nebraska
$324K +$523 +1 +0.2%
WFS
3422
Walker Financial Services
Kentucky
$324K +$523 +1 +0.2%
CPC
3423
Cookson Peirce & Co
Pennsylvania
$323K
SHIM
3424
Stone House Investment Management
Pennsylvania
$323K -$46.5M -88,928 -99%
MWM
3425
Maltin Wealth Management
New Jersey
$320K +$1.05K +2 +0.3%

SPY Hedge Fund Activity: Q2 2024 in Review

3,752 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2024, worth a combined $337B — up 11% from $304B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SPY positions and 94 closed out — a net gain of 112 holders — while 1,573 added to existing stakes and 1,460 trimmed.

The largest buyer was Optiver Holding, opening a new position worth an estimated $2.48B. The largest seller was Royal Bank of Canada, cutting an estimated $3.41B.

  • 3,752 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2024, up from 3,693 in Q1 2024.
  • Funds reported $337B of State Street SPDR S&P 500 ETF Trust stock for Q2 2024, up 11% quarter-over-quarter.
  • 206 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2024 and 94 closed out, a net change of +112 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2024 was Optiver Holding, an estimated $2.48B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2024 was Royal Bank of Canada, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2024.