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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
PJSIMP
3401
P.J. Schmidt Investment Management (PJS)
Wisconsin
$363K +$349K +632 New
UWS
3402
Unique Wealth Strategies
Illinois
$362K +$3.32K +6 +1%
PPW
3403
Parcion Private Wealth
Washington
$362K -$233K -421 -40%
CFG
3404
CKW Financial Group
Hawaii
$361K +$1.66K +3 +0.5%
FNA
3405
First National Advisers
Nebraska
$360K -$11.1K -20 -3%
OBGC
3406
O'Brien Greene & Co
Pennsylvania
$359K +$55.8K +101 +19%
BWG
3407
Berry Wealth Group
Texas
$359K +$29.3K +53 +9%
HKIM
3408
Hayek Kallen Investment Management
Alabama
$359K +$1.11K +2 +0.3%
PD
3409
Planning Directions
Pennsylvania
$358K +$553 +1 +0.2%
KAM
3410
Knightsbridge Asset Management
California
$357K +$11.6K +21 +3%
EAMA
3411
EFG Asset Management (Americas)
Florida
$357K -$26K -47 -7%
HWM
3412
HRC Wealth Management
Idaho
$355K -$1.66K -3 -0.5%
CA
3413
Carson Advisory
Georgia
$355K +$4.42K +8 +1%
PIFP
3414
Partners in Financial Planning
Virginia
$354K +$553 +1 +0.2%
CWP
3415
Corepath Wealth Partners
Arizona
$354K +$335K +605 New
ARA
3416
Alexander Randolph Advisory
Virginia
$353K
NEPPG
3417
New England Professional Planning Group
Rhode Island
$353K -$64.1K -116 -16%
CS
3418
Crescent Sterling
Louisiana
$353K
WFS
3419
Walker Financial Services
Kentucky
$353K +$11.1K +20 +3%
MIM
3420
Moseley Investment Management
Florida
$352K -$13.8K -25 -4%
BFP
3421
Briaud Financial Planning
Texas
$352K
SIG
3422
Sargent Investment Group
Maryland
$351K +$124K +225 +58%
MAG
3423
Mayfair Advisory Group
Alabama
$350K -$38.7K -70 -10%
GWMIA
3424
Global Wealth Management Investment Advisory
Florida
$350K +$6.63K +12 +2%
LFP
3425
Lakeshore Financial Planning
Michigan
$349K -$6.08K -11 -2%

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.