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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
MWP
3626
Moller Wealth Partners
$229K
CC
3627
Commons Capital
Massachusetts
$228K +$220K +398 New
MIA
3628
MainStreet Investment Advisors
Illinois
$228K -$152K -275 -41%
MPW
3629
Melone Private Wealth
Michigan
$228K +$1.11K +2 +0.5%
CWM
3630
Cadence Wealth Management
Massachusetts
$227K +$14.4K +26 +7%
KV
3631
Kickstand Ventures
New York
$225K -$11.1K -20 -5%
AWM
3632
Aviso Wealth Management
Washington
$225K -$222K -401 -51%
LEFP
3633
Leading Edge Financial Planning
Tennessee
$224K +$11.1K +20 +5%
BC
3634
Bowman & Company
Wisconsin
$224K +$553 +1 +0.3%
RK
3635
Rather & Kittrell
Tennessee
$224K
TJHA
3636
Thomas J. Herzfeld Advisors
Florida
$224K
WRM
3637
Weybosset Research & Management
Rhode Island
$223K +$215K +388 New
BSTWA
3638
Blake Schutter Theil Wealth Advisors
Ohio
$223K +$215K +388 New
FPTW
3639
Franklin, Parlapiano, Turner & Welch
Texas
$222K +$214K +387 New
NWA
3640
New World Advisors
Massachusetts
$221K +$213K +386 New
RA
3641
RiverTree Advisors
Florida
$218K -$242K -437 -53%
CWM
3642
CarsonAllaria Wealth Management
Illinois
$216K -$201K -364 -49%
SC
3643
Sykon Capital
New York
$215K +$207K +375 New
TAM
3644
TCP Asset Management
Ohio
$215K +$207K +375 New
BDL
3645
Bey-Douglas LLC
Georgia
$215K
PWA
3646
Peterson Wealth Advisors
Utah
$215K +$207K +374 New
CNBT
3647
Cornerstone National Bank & Trust
Illinois
$213K
ASFA
3648
All Season Financial Advisors
Colorado
$212K -$17.7K -32 -8%
SO
3649
STRS Ohio
Ohio
$212K +$205K +370 New
BCM
3650
Blume Capital Management
California
$212K

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.