We are live on ! Find out more
SPY icon

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
BMCM
3501
Burns Matteson Capital Management
New York
$251K -$207K -416 -46%
BC
3502
Blackhill Capital
New Jersey
$250K
SC
3503
Schulhoff & Co
Ohio
$248K
KHC
3504
Koesten Hirschmann & Crabtree
Kansas
$248K +$29.9K +60 +14%
C1AG
3505
Client 1st Advisory Group
Florida
$248K
PWMG
3506
Private Wealth Management Group
New Jersey
$247K
BMO
3507
Beck Mack & Oliver
New York
$247K
MA
3508
Menlo Advisors
California
$245K
HWP
3509
Highline Wealth Partners
California
$244K +$84.1K +169 +57%
BF
3510
Brooklyn FI
New York
$244K +$232K +467 New
HKIM
3511
Hayek Kallen Investment Management
Alabama
$243K +$232K +465 New
KWM
3512
Koa Wealth Management
California
$242K +$231K +463 New
OBGC
3513
O'Brien Greene & Co
Pennsylvania
$242K -$49.8K -100 -18%
KIG
3514
Kennedy Investment Group
New Jersey
$241K +$996 +2 +0.4%
ERWM
3515
Elk River Wealth Management
Colorado
$240K -$1.07M -2,159 -82%
TPWM
3516
Twelve Points Wealth Management
Massachusetts
$239K -$161K -323 -41%
CSC
3517
Caldwell Sutter Capital
California
$239K -$6.97K -14 -3%
MWM
3518
Mascoma Wealth Management
New Hampshire
$239K
WCM
3519
Whitener Capital Management
North Carolina
$239K
WAS
3520
WESPAC Advisors SoCal
California
$237K -$96.6K -194 -30%
HIM
3521
Hanlon Investment Management
New Jersey
$237K
LAM
3522
LifePro Asset Management
California
$236K -$14.4K -29 -6%
PC
3523
Pecaut & Co
Iowa
$236K
KCM
3524
Kathmere Capital Management
Pennsylvania
$236K -$498 -1 -0.2%
AWP
3525
Atlas Wealth Partners
Pennsylvania
$236K -$11K -22 -5%

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.