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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
MHIC
3601
Marble Harbor Investment Counsel
Massachusetts
$477K
FI
3602
FWG Investments
Kentucky
$476K +$82.5K +140 +21%
AIM
3603
Arcadia Investment Management
Michigan
$475K +$43.6K +74 +10%
HHGA
3604
Halbert Hargrove Global Advisors
California
$475K -$4.71K -8 -1%
HWP
3605
Heritage Wealth Partners
Ohio
$474K -$4.12K -7 -0.9%
PFA
3606
Professional Financial Advisors
Nebraska
$474K +$13.6K +23 +3%
VW
3607
Vance Wealth
California
$474K -$523K -887 -52%
AHC
3608
Adell Harriman & Carpenter
Texas
$474K
BSWM
3609
Boston Standard Wealth Management
Massachusetts
$472K +$58.3K +99 +14%
MSWM
3610
Mowery & Schoenfeld Wealth Management
Illinois
$472K
SAM
3611
Strive Asset Management
Ohio
$471K +$474K +804 New
LF
3612
Lee Financial
Texas
$471K +$8.25K +14 +2%
SFSG
3613
Sound Financial Strategies Group
Mississippi
$471K +$473K +803 New
WFA
3614
WestHill Financial Advisors
California
$470K -$1.77K -3 -0.4%
BCAM
3615
Boston Common Asset Management
Massachusetts
$470K +$140K +237 +42%
BBI
3616
Baxter Bros Inc
Connecticut
$470K
BG
3617
Bollard Group
Massachusetts
$469K
CWAG
3618
Compton Wealth Advisory Group
Virginia
$469K
CG
3619
Clifford Group
Massachusetts
$468K +$25.9K +44 +6%
CCAL
3620
City Center Advisors LLC
Michigan
$468K +$4.71K +8 +1%
WC
3621
Whitney & Co
New York
$467K -$326K -554 -41%
SIS
3622
Strategic Investment Solutions
Illinois
$467K +$105K +179 +28%
SPW
3623
Sonoma Private Wealth
California
$465K +$87.2K +148 +23%
KFG
3624
Kelly Financial Group
Connecticut
$465K +$468K +794 New
MAM
3625
Morse Asset Management
Connecticut
$464K -$475K -807 -51%

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.