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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
HCM
3451
Howard Capital Management
Georgia
$278K -$1.49K -3 -0.6%
KV
3452
Kickstand Ventures
New York
$278K -$298K -598 -53%
IWP
3453
IAG Wealth Partners
Wisconsin
$277K +$94.6K +190 +56%
LFA
3454
Lauterbach Financial Advisors
Texas
$277K -$17.9K -36 -6%
SNBOSCI
3455
Security National Bank of Sioux City Iowa
Iowa
$277K
FTIS
3456
First Trust Investment Solutions
Florida
$277K +$14.9K +30 +6%
FIC
3457
FCG Investment Company
Tennessee
$276K -$5.8M -11,654 -96%
OMC
3458
Overbrook Management Corp
New York
$274K -$3.55M -7,140 -93%
FFWM
3459
Future Financial Wealth Management
Ohio
$274K
OFA
3460
Oak Family Advisors
Illinois
$273K
AMG
3461
Advisors Management Group
Wisconsin
$273K -$2.49K -5 -1%
KC
3462
Kingfisher Capital
North Carolina
$272K
PWP
3463
Phillips Wealth Planners
Mississippi
$270K -$2.58M -5,186 -91%
GQG Partners
3464
GQG Partners
Florida
$270K +$256K +515 New
GCP
3465
Gill Capital Partners
Colorado
$270K -$18.9K -38 -7%
FFO
3466
Fortitude Family Office
Arizona
$269K
WAM
3467
Worth Asset Management
Texas
$269K -$183K -368 -42%
BST
3468
Bath Savings Trust
Maine
$269K -$58.2K -117 -19%
RCM
3469
RMR Capital Management
California
$268K +$17.9K +36 +8%
TCOK
3470
Trust Company of Kansas
Kansas
$268K
CG
3471
Clifford Group
Massachusetts
$268K -$498 -1 -0.2%
LFA
3472
Level Financial Advisors
New York
$267K
DIM
3473
DLK Investment Management
California
$267K -$1.83M -3,670 -88%
SW
3474
Schulz Wealth
Texas
$267K
VW
3475
Vantage Wealth
California
$267K

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.