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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
SCA
3601
Southern Capital Advisors
Tennessee
$241K -$1.11K -2 -0.5%
DMIC
3602
Dixon Mitchell Investment Counsel
British Columbia, Canada
$239K
HFO
3603
Heritage Family Offices
Arizona
$239K -$31K -56 -12%
KHC
3604
Koesten Hirschmann & Crabtree
Kansas
$238K -$33.2K -60 -13%
MCM
3605
Mill Capital Management
North Carolina
$238K +$229K +414 New
HFS
3606
Hoge Financial Services
Pennsylvania
$237K -$3.32K -6 -1%
SIA
3607
Spectrum Investment Advisors
Wisconsin
$235K
NPI
3608
New Perspectives Inc
Mississippi
$235K
WAS
3609
WESPAC Advisors SoCal
California
$233K -$32.1K -58 -13%
PIA
3610
Panoramic Investment Advisors
Colorado
$233K +$224K +406 New
SFG
3611
Synergy Financial Group
California
$233K +$224K +406 New
RMF
3612
Red Mountain Financial
Colorado
$233K -$53.6K -97 -19%
DW
3613
Durante & Waters
New York
$232K
MIP
3614
Marietta Investment Partners
Wisconsin
$232K
FHWM
3615
Fox Hill Wealth Management
Massachusetts
$232K +$223K +404 New
SGWM
3616
Sterling Group Wealth Management
California
$231K
AAG
3617
Avalon Advisory Group
Pennsylvania
$231K
FBT
3618
First Bank & Trust
South Dakota
$231K
TIM
3619
Thompson Investment Management
Wisconsin
$231K
MPAM
3620
Murphy Pohlad Asset Management
Minnesota
$231K -$11.1K -20 -5%
KWAG
3621
Kiely Wealth Advisory Group
North Carolina
$230K
TSS
3622
Thomas Story & Son
Indiana
$230K
GJCM
3623
Grand Jean Capital Management
California
$230K
JSA
3624
Jacobson & Schmitt Advisors
Wisconsin
$230K
BA
3625
Ballew Advisors
Mississippi
$229K

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.