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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
MA
326
MCF Advisors
Kentucky
$90.4M -$1.28M -2,443 -1%
G
327
Gainplan
Michigan
$90.2M +$5.18M +9,889 +6%
Toronto Dominion Bank
328
Toronto Dominion Bank
Ontario, Canada
$89.9M -$98.4M -187,969 -53%
NEAM
329
New England Asset Management
Connecticut
$89.7M -$10.3M -19,600 -11%
TAM
330
Tucker Asset Management
Colorado
$88.9M +$4.62M +8,824 +6%
CIA
331
Concurrent Investment Advisors
Florida
$88.8M +$937K +1,791 +1%
DAS
332
Diversify Advisory Services
Utah
$88.8M +$17.4M +33,336 +26%
BBVA
333
Banco Bilbao Vizcaya Argentaria
Spain
$87.7M -$36.3M -69,407 -30%
GWM
334
Geneos Wealth Management
Colorado
$87.6M +$28.5M +54,383 +51%
SVCP
335
Silicon Valley Capital Partners
California
$87.2M -$1.21M -2,303 -1%
WB
336
Webster Bank
Connecticut
$86.5M -$4.68M -8,939 -5%
C
337
Certuity
Florida
$85.8M -$401K -766 -0.5%
MC
338
Marest Capital
California
$85.6M +$648K +1,239 +0.8%
PAS
339
Park Avenue Securities
New York
$85.5M -$1.13M -2,151 -1%
HCMG
340
Howard Capital Management Group
California
$85.4M +$711K +1,358 +0.9%
BFG
341
Bleakley Financial Group
New Jersey
$85M -$6.24M -11,918 -7%
NRA
342
NSI Retail Advisors
Pennsylvania
$85M -$366K -700 -0.4%
FPCP
343
Fort Point Capital Partners
California
$84.8M -$2.1M -4,014 -3%
MA
344
MSA Advisors
California
$84.6M +$942K +1,800 +1%
FCH
345
Freestone Capital Holdings
Washington
$84.6M -$2.09M -3,991 -3%
AG
346
AIA Group
Hong Kong
$84M -$245M -468,485 -75%
NW
347
NewEdge Wealth
Pennsylvania
$83.9M -$4.34M -8,296 -5%
GT
348
Glenview Trust
Kentucky
$83M +$929K +1,775 +1%
MWM
349
Modern Wealth Management
Kansas
$82.8M +$4.44M +8,491 +6%
SLT
350
St Louis Trust
Missouri
$82.3M -$844K -1,613 -1%

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.