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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
FFWM
3501
Future Financial Wealth Management
Ohio
$298K -$1.66K -3 -0.6%
DWM
3502
Dechtman Wealth Management
Colorado
$297K +$1.11K +2 +0.4%
SFS
3503
Symphony Financial Services
Ohio
$297K +$286K +517 New
CBOR
3504
Community Bank of Raymore
Missouri
$295K -$23.8K -43 -8%
WAM
3505
Worth Asset Management
Texas
$295K
PWA
3506
Prairie Wealth Advisors
Nebraska
$295K +$284K +513 New
PCMM
3507
Piedmont Capital Management (Montana)
Montana
$294K -$129K -234 -32%
SW
3508
Schulz Wealth
Texas
$293K
JBA
3509
Johnson Bixby & Associates
Washington
$292K +$16.6K +30 +6%
FZCM
3510
Flynn Zito Capital Management
New York
$292K -$2.77K -5 -1%
PWP
3511
Phillips Wealth Planners
Mississippi
$291K -$11.6K -21 -4%
ISWM
3512
Independent Solutions Wealth Management
New York
$291K +$4.42K +8 +2%
SCA
3513
Stillwater Capital Advisors
Pennsylvania
$291K +$280K +507 New
RCM
3514
Richardson Capital Management
Wisconsin
$290K +$1.11K +2 +0.4%
AWA
3515
Aquire Wealth Advisors
Utah
$290K +$279K +505 New
BWG
3516
Boomfish Wealth Group
Georgia
$289K +$4.42K +8 +2%
CPA
3517
Court Place Advisors
Maryland
$289K -$102K -185 -27%
VIP
3518
Vantage Investment Partners
Missouri
$289K +$5.53K +10 +2%
KPP
3519
Kings Path Partners
Texas
$289K +$264K +478 +1,912%
KWM
3520
Koa Wealth Management
California
$289K -$5.53K -10 -2%
IF
3521
Insight Folios
North Carolina
$288K -$12.7K -23 -4%
DDC
3522
DF Dent & Co
Maryland
$288K
AC
3523
Almitas Capital
California
$287K +$276K +500 New
MSF
3524
Mustard Seed Financial
Arkansas
$286K +$2.21K +4 +0.8%
PM
3525
Phraction Management
Connecticut
$286K

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.