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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
FWM
3551
Fonville Wealth Management
Virginia
$246K +$8.37K +16 +4%
KCM
3552
Kathmere Capital Management
Pennsylvania
$246K
DI
3553
Diligent Investors
California
$245K +$523 +1 +0.2%
GPW
3554
Gentry Private Wealth
Kansas
$245K +$236K +451 New
KIG
3555
Kennedy Investment Group
New Jersey
$245K -$5.76K -11 -2%
SC
3556
Schulhoff & Co
Ohio
$245K -$13.1K -25 -5%
ARG
3557
Advisory Resource Group
Oklahoma
$244K -$118K -226 -33%
WCM
3558
Whitener Capital Management
North Carolina
$244K -$3.66K -7 -2%
WKWM
3559
Walter & Keenan Wealth Management
Indiana
$244K
PCM
3560
Poehling Capital Management
Wisconsin
$243K
CNWM
3561
Clay Northam Wealth Management
California
$243K +$5.76K +11 +3%
FWP
3562
Firethorn Wealth Partners
Georgia
$243K +$233K +446 New
BHPW
3563
Beverly Hills Private Wealth
California
$243K +$4.71K +9 +2%
FFO
3564
Fortitude Family Office
Arizona
$240K -$38.7K -74 -14%
AHIA
3565
Andrew Hill Investment Advisors
Florida
$239K +$230K +439 New
NCM
3566
New Capital Management
Texas
$238K +$229K +437 New
TFA
3567
Teamwork Financial Advisors
Texas
$236K -$1.3M -2,488 -85%
SPG
3568
Strategic Planning Group
Utah
$236K +$523 +1 +0.2%
PMG
3569
Private Management Group
California
$236K +$227K +433 New
FGAM
3570
Financial Gravity Asset Management
Texas
$235K -$187K -358 -45%
SM
3571
Sweeney & Michel
California
$234K +$13.1K +25 +6%
RA
3572
Riversedge Advisors
Delaware
$234K +$1.05K +2 +0.5%
WWM
3573
WT Wealth Management
Arizona
$234K +$225K +430 New
BHWM
3574
Bay Harbor Wealth Management
Maryland
$234K +$523 +1 +0.2%
SWMG
3575
Signature Wealth Management Group
Georgia
$233K

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.