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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
EFP
3526
EnRich Financial Partners
Wisconsin
$286K -$1.66K -3 -0.6%
CFG
3527
CMC Financial Group
Georgia
$285K +$275K +497 New
WWG
3528
West Wealth Group
California
$285K +$1.11K +2 +0.4%
SWP
3529
ShoreHaven Wealth Partners
New Jersey
$284K +$274K +495 New
GPW
3530
Gray Private Wealth
Massachusetts
$283K
CIR
3531
Clear Investment Research
Georgia
$283K +$16.6K +30 +6%
MWM
3532
Moulton Wealth Management
Washington
$282K +$553 +1 +0.2%
PBF
3533
Petix & Botte Financial
California
$281K -$44.2K -80 -14%
RF
3534
Robbins Farley
New Hampshire
$281K -$184K -333 -40%
TFA
3535
Teamwork Financial Advisors
Texas
$281K +$31K +56 +13%
RCM
3536
RMR Capital Management
California
$281K
B
3537
Bellecapital
Switzerland
$281K -$941K -1,702 -78%
MCM
3538
McRae Capital Management
New Jersey
$281K
V
3539
ViaWealth
Kansas
$281K
GC
3540
GFG Capital
Florida
$280K +$17.7K +32 +4%
SC
3541
Schiavi & Co
Delaware
$280K
FEG
3542
Financial Enhancement Group
Indiana
$279K +$377K +681 New
KFS
3543
Kurt F. Somerville
$279K
CIS
3544
Continental Investors Services
Washington
$278K -$2.21K -4 -0.8%
BMCM
3545
Burns Matteson Capital Management
New York
$277K -$24.3K -44 -8%
WFS
3546
Weitzel Financial Services
Iowa
$277K
CA
3547
CWC Advisors
Oregon
$277K +$267K +482 New
WHCM
3548
Wolf Hill Capital Management
Connecticut
$275K +$265K +480 New
ICMM
3549
Integrated Capital Management (Michigan)
Michigan
$275K +$265K +480 New
RPSA
3550
Richard P. Slaughter Associates
Texas
$275K -$97.3K -176 -27%

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.