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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
GPW
3576
Gentry Private Wealth
Kansas
$259K
AA
3577
Altman Advisors
Illinois
$258K +$249K +450 New
SC
3578
Schulhoff & Co
Ohio
$258K
WKWM
3579
Walter & Keenan Wealth Management
Indiana
$258K +$553 +1 +0.2%
PCM
3580
Poehling Capital Management
Wisconsin
$256K
4WM
3581
44 Wealth Management
Oregon
$256K +$245K +443 New
CSC
3582
Caldwell Sutter Capital
California
$255K -$6.63K -12 -3%
PI
3583
Pachira Investments
California
$254K +$13.8K +25 +6%
KIM
3584
Kestra Investment Management
Texas
$250K +$241K +436 New
HW
3585
Hamilton Wealth
California
$250K -$54.7K -99 -19%
CIP
3586
Cornerstone Investment Partners
Georgia
$250K +$241K +435 New
SPG
3587
Strategic Planning Group
Utah
$249K +$553 +1 +0.2%
RA
3588
Riversedge Advisors
Delaware
$248K +$553 +1 +0.2%
CMA
3589
Cedar Mountain Advisors
Oregon
$247K -$65.8K -119 -22%
BHWM
3590
Bay Harbor Wealth Management
Maryland
$247K
WCM
3591
Whitener Capital Management
North Carolina
$246K -$11.1K -20 -4%
SWMG
3592
Signature Wealth Management Group
Georgia
$246K
FPCG
3593
Fort Pitt Capital Group
Pennsylvania
$246K -$32.6K -59 -12%
MKC
3594
M. Kraus & Co
Vermont
$244K
ACM
3595
Arcataur Capital Management
Wisconsin
$243K
BIA
3596
Biondo Investment Advisors
Pennsylvania
$243K
AFC
3597
Adaptive Financial Consulting
Ohio
$242K
SA
3598
Skyline Advisors
Washington
$241K +$233K +421 New
TCOK
3599
Trust Company of Kansas
Kansas
$241K -$50.9K -92 -18%
BC
3600
Barnett & Company
Tennessee
$241K

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.