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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
CAM
3476
Clark Asset Management
New Hampshire
$267K +$41.8K +84 +20%
EFP
3477
EnRich Financial Partners
Wisconsin
$265K -$6.47K -13 -3%
GWSA
3478
Global Wealth Strategies & Associates
Colorado
$265K +$23.4K +47 +10%
MHI
3479
Miller Howard Investments
New York
$263K -$1.3M -2,618 -84%
RCM
3480
Richardson Capital Management
Wisconsin
$263K +$996 +2 +0.4%
DDC
3481
DF Dent & Co
Maryland
$263K -$106K -212 -30%
IF
3482
Insight Folios
North Carolina
$263K -$8.46K -17 -3%
CNB
3483
Camden National Bank
Maine
$262K +$35.3K +71 +17%
P8IP
3484
Pier 88 Investment Partners
California
$262K -$199K -400 -44%
HA
3485
Harfst & Associates
Wyoming
$262K
CCAL
3486
City Center Advisors LLC
Michigan
$261K +$248K +498 New
HIM
3487
Harbour Investment Management
Washington
$260K
BWG
3488
Boomfish Wealth Group
Georgia
$259K
GPW
3489
Gray Private Wealth
Massachusetts
$258K +$246K +494 New
VIP
3490
Vantage Investment Partners
Missouri
$258K +$246K +494 New
MSF
3491
Mustard Seed Financial
Arkansas
$258K
FCG
3492
Fielder Capital Group
Tennessee
$258K +$245K +493 New
WWG
3493
West Wealth Group
California
$258K +$1.49K +3 +0.6%
SCA
3494
Stillwater Capital Advisors
Pennsylvania
$257K +$1.99K +4 +0.8%
B
3495
BetterWealth
California
$257K -$21.4K -43 -8%
MCM
3496
McRae Capital Management
New Jersey
$256K
MWM
3497
Moulton Wealth Management
Washington
$256K
V
3498
ViaWealth
Kansas
$256K
SC
3499
Schiavi & Co
Delaware
$255K
KFS
3500
Kurt F. Somerville
$254K +$242K +486 New

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.