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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
NPI
3576
New Perspectives Inc
Mississippi
$204K +$194K +390 New
RK
3577
Rather & Kittrell
Tennessee
$204K +$194K +390 New
BC
3578
Bowman & Company
Wisconsin
$204K +$194K +389 New
CWM
3579
Cadence Wealth Management
Massachusetts
$203K +$194K +389 New
HIF
3580
Hill Island Financial
Michigan
$203K -$59.2K -119 -23%
KIA
3581
Kraematon Investment Advisors
Massachusetts
$203K +$193K +388 New
MNBTD
3582
Moody National Bank Trust Division
Texas
$202K +$193K +387 New
CMP
3583
Coston McIsaac & Partners
Maine
$202K -$44.3K -89 -19%
SIA
3584
Spectrum Investment Advisors
Wisconsin
$202K +$192K +386 New
BOC
3585
Bull Oak Capital
California
$202K -$235M -472,612 -100%
CAG
3586
Compass Advisory Group
New York
$202K +$192K +386 New
KW
3587
KWB Wealth
California
$200K -$26.9K -54 -12%
LCWP
3588
Legacy Capital Wealth Partners
Arkansas
$200K -$16.9M -34,015 -99%
SFG
3589
Sunburst Financial Group
Alabama
$200K +$191K +384 New
CHA
3590
Carmichael Hill & Associates
Maryland
$197K +$3.98K +8 +2%
CWM
3591
CarsonAllaria Wealth Management
Illinois
$195K -$197K -395 -52%
BCM
3592
Blume Capital Management
California
$193K -$21.9K -44 -11%
FCG
3593
Financial Connections Group
California
$187K +$2.49K +5 +1%
GG
3594
Gleason Group
Kentucky
$182K -$9.96K -20 -5%
KFP
3595
Keener Financial Planning
Texas
$178K
PP
3596
PFS Partners
New Jersey
$178K
CIR
3597
Clear Investment Research
Georgia
$176K
BP
3598
BNP Paribas
France
$173K +$164K +330 New
WAM
3599
WFA Asset Management
Wisconsin
$170K +$498 +1 +0.3%
DWA
3600
Dougherty Wealth Advisers
Minnesota
$169K -$12.9K -26 -7%

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.