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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
PP
3626
Pacifica Partners
Canada
$104K -$8.96K -18 -8%
MFA
3627
McClarren Financial Advisors
Pennsylvania
$100K +$498 +1 +0.5%
HFM
3628
Hartford Financial Management
Connecticut
$97.8K +$13.4K +27 +17%
MG
3629
MilWealth Group
Wisconsin
$97.3K
HCM
3630
Horrell Capital Management
Arkansas
$96K +$498 +1 +0.5%
CPL
3631
Corecam Pte Ltd
$95.4K
VF
3632
VitalStone Financial
Texas
$95K +$45.8K +92 +49%
EA
3633
Evolution Advisers
Virginia
$94K
TCM
3634
Tradewinds Capital Management
Washington
$93.2K -$10.5M -21,112 -99%
CNBTD
3635
Citizens National Bank Trust Department
Mississippi
$93.1K
ETC
3636
Exchange Traded Concepts
Oklahoma
$88.4K +$84.1K +169 New
PCTC
3637
Perkins Coie Trust Company
Washington
$88.4K
BEI
3638
Benjamin Edwards Inc
Missouri
$86K +$21.4K +43 +35%
TWD
3639
True Wealth Design
Ohio
$85.8K -$31.4K -63 -28%
MIA
3640
Milestone Investment Advisors
Wisconsin
$79.5K
HI
3641
Hoey Investments
Pennsylvania
$75.8K
CT
3642
Clearstead Trust
Maine
$73.8K
PWMG
3643
Prestige Wealth Management Group
New Jersey
$68.7K
SCA
3644
Stuart Chaussee & Associates
California
$68K
SIM
3645
Studio Investment Management
Illinois
$63.5K
DWS
3646
Dynamic Wealth Strategies
California
$62K +$4.48K +9 +8%
DRS
3647
Deane Retirement Strategies
Louisiana
$59.6K +$56.8K +114 New
TFA
3648
Transamerica Financial Advisors
Florida
$59K +$11.9K +24 +27%
AIA
3649
Arcadia Investment Advisors
Idaho
$58K
CAM
3650
Creekmur Asset Management
Illinois
$56K -$75.7K -152 -59%

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.