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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
SI
3451
Stonekeep Investments
New Mexico
$334K
HWM
3452
HFG Wealth Management
Texas
$333K
IWP
3453
IAG Wealth Partners
Wisconsin
$333K +$23.2K +42 +8%
BFA
3454
Brown Financial Advisory
Alabama
$332K
SS
3455
Sound Stewardship
Kansas
$332K +$15.5K +28 +5%
ASW
3456
Astoria Strategic Wealth
Texas
$332K +$1.66K +3 +0.5%
CA
3457
Crumly & Associates
Illinois
$329K -$2.21K -4 -0.7%
RAM
3458
Redmond Asset Management
Virginia
$329K -$6.63K -12 -2%
SFP
3459
Strategic Financial Partners
Oregon
$328K
KL
3460
KilterHowling LLC
Colorado
$326K -$6.63K -12 -2%
PWM
3461
Provident Wealth Management
Tennessee
$325K
AMG
3462
Advisors Management Group
Wisconsin
$325K -$1.66K -3 -0.5%
WLPWM
3463
Walled Lake Planning & Wealth Management
Illinois
$325K -$127K -229 -29%
PH
3464
Pinnacle Holdings
Oklahoma
$324K +$312K +565 New
BCAM
3465
Boston Common Asset Management
Massachusetts
$324K +$553 +1 +0.2%
DA
3466
Detalus Advisors
Missouri
$324K +$312K +564 New
CAM
3467
Cidel Asset Management
Ontario, Canada
$322K +$311K +562 New
SA
3468
Strategic Advocates
Utah
$322K -$4.98K -9 -2%
FSG
3469
Financial Strategies Group
Michigan
$322K -$78K -141 -20%
LA
3470
Lynch & Associates
Indiana
$322K +$553 +1 +0.2%
AL
3471
ACAS LLC
California
$321K
SFP
3472
Sweet Financial Partners
Minnesota
$320K +$2.77K +5 +0.9%
PSB
3473
Piscataqua Savings Bank
New Hampshire
$320K
MCC
3474
Maiden Cove Capital
Maine
$319K +$16K +29 +5%
TWA
3475
Trellis Wealth Advisors
California
$319K

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.