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State Street SPDR S&P 500 ETF Trust

4,229 hedge funds and large institutions have $360B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 606 funds opening new positions, 1,667 increasing their positions, 1,468 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 606 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 1,667 | Existing positions reduced: 1,468

11% more funds holding

Funds holding: 3,7944,229 (+435)

10% more funds holding in top 10

Funds holding in top 10: 1,0441,147 (+103)

10% more capital invested

Capital invested by funds: $328B → $360B (+$32.3B)

1.85% less ownership

Funds ownership: 57.16%55.31% (-1.8%)

51% less call options, than puts

Call options by funds: $280B | Put options by funds: $573B

Holders
4,229
Holders Change
+435
Holders Change %
+11.47%
% of All Funds
55.7%
Holding in Top 10
1,147
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.87%
% of All Funds
15.11%
New
606
Increased
1,667
Reduced
1,468
Closed
98
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79B
Name Holding Trade Value Shares
Change
Change in
Stake
CL
3551
CLG LLC
California
$516K +$519K +881 New
SWM
3552
Salvus Wealth Management
New Jersey
$516K +$8.84K +15 +2%
MQWP
3553
Morey & Quinn Wealth Partners
Nebraska
$515K +$518K +879 New
AG
3554
Advocate Group
Minnesota
$515K
FFO
3555
Fortitude Family Office
Arizona
$515K +$17.1K +29 +3%
ANC
3556
Ames National Corp
Iowa
$515K +$517K +878 New
UB
3557
Umpqua Bank
Oregon
$514K -$132K -224 -20%
PPA
3558
Painted Porch Advisors
California
$514K +$53K +90 +11%
TFF
3559
The Family Firm
Maryland
$513K -$9.43K -16 -2%
WIP
3560
WealthCare Investment Partners
Rhode Island
$511K -$22.4K -38 -4%
AWMG
3561
Alliance Wealth Management Group
New Jersey
$511K +$17.7K +30 +4%
PGAM
3562
Princeton Global Asset Management
New Jersey
$511K +$34.2K +58 +7%
WH
3563
Whitcomb & Hess
Ohio
$511K +$76.6K +130 +18%
BWG
3564
Balanced Wealth Group
Ohio
$510K -$2.95K -5 -0.6%
TWA
3565
Trace Wealth Advisors
California
$510K +$513K +870 New
ANHIM
3566
Alan N. Hoffman Investment Management
Massachusetts
$507K +$55.4K +94 +12%
BOC
3567
Bull Oak Capital
California
$507K +$76.6K +130 +18%
FWM
3568
Focused Wealth Management
New York
$506K +$76K +129 +18%
CFG
3569
Cambridge Financial Group
Ohio
$504K +$507K +860 New
KC
3570
Knuff & Co
California
$504K +$507K +860 New
DAC
3571
Dividend Assets Capital
South Carolina
$504K -$82.5K -140 -14%
JAFL
3572
Jay A. Fishman Ltd
Michigan
$501K
CWA
3573
CJM Wealth Advisers
Virginia
$500K +$589 +1 +0.1%
AWMS
3574
Advocacy Wealth Management Services
Georgia
$499K
RC
3575
Rahlfs Capital
Texas
$498K +$501K +850 New

SPY Hedge Fund Activity: Q4 2024 in Review

4,229 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2024, worth a combined $360B — up 9.9% from $328B a quarter earlier.

Buyers outnumbered sellers: 606 funds opened new SPY positions and 98 closed out — a net gain of 508 holders — while 1,667 added to existing stakes and 1,468 trimmed.

The largest buyer was Capula Management, adding an estimated $5.08B. The largest seller was International Assets Investment Management, cutting an estimated $8.39B.

  • 4,229 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2024, up from 3,794 in Q3 2024.
  • Funds reported $360B of State Street SPDR S&P 500 ETF Trust stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 606 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2024 and 98 closed out, a net change of +508 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2024 was Capula Management, an estimated $5.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $8.39B sold.

Based on aggregated 13F filings for Q4 2024.