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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
BWM
3426
Brown Wealth Management
Illinois
$349K -$21K -38 -6%
UPS
3427
UHLMANN PRICE SECURITIES
Illinois
$349K +$336K +607 New
SEP
3428
Southland Equity Partners
Missouri
$348K +$33.7K +61 +11%
AWP
3429
Atlas Wealth Partners
Pennsylvania
$348K +$59.7K +108 +22%
RF
3430
Robinswood Financial
Washington
$348K -$123K -223 -27%
MGWA
3431
Monument Group Wealth Advisors
Massachusetts
$348K
MCM
3432
Mendel Capital Management
Arkansas
$348K
DW
3433
Dodds Wealth
Colorado
$347K -$1.11K -2 -0.3%
SL
3434
Sentinus LLC
Illinois
$346K -$8.6M -15,546 -80%
AC
3435
Anson Capital
Georgia
$345K -$3.32K -6 -1%
DWA
3436
Delta Wealth Advisors
Indiana
$345K +$332K +601 New
CA
3437
Crane Advisory
California
$344K
RW
3438
RVW Wealth
California
$343K +$12.2K +22 +4%
PHWM
3439
Pine Harbor Wealth Management
Maryland
$342K -$98.4K -178 -23%
CIAS
3440
CBIZ Investment Advisory Services
Ohio
$342K
TDC
3441
Thompson Davis & Co
Virginia
$341K -$23.8K -43 -7%
TFP
3442
Tilia Fiduciary Partners
North Carolina
$340K +$328K +593 New
HSWS
3443
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$17.1K -31 -5%
MWP
3444
Meridian Wealth Partners
Pennsylvania
$338K -$16.6K -30 -5%
MWM
3445
Maltin Wealth Management
New Jersey
$338K +$1.11K +2 +0.3%
HA
3446
Harfst & Associates
Wyoming
$337K +$58.6K +106 +22%
SKK
3447
Shepherd Kaplan Krochuk
Massachusetts
$337K +$325K +587 New
FWM
3448
Fonville Wealth Management
Virginia
$336K +$73.5K +133 +29%
CCMINC
3449
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$1.11K +2 +0.3%
NWM
3450
Northwest Wealth Management
Iowa
$335K +$323K +584 New

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.