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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
SWM
3651
Sanctuary Wealth Management
Idaho
$53.4K +$498 +1 +1%
RFG
3652
REAP Financial Group
Texas
$52.3K -$15.9K -32 -24%
SC
3653
Skylands Capital
Wisconsin
$52.3K
VWM
3654
Vigilare Wealth Management
Arizona
$51.3K +$48.8K +98 New
NBT
3655
Northwest Bank & Trust
Iowa
$50.2K
FIM
3656
FWL Investment Management
Texas
$48.1K -$1.49K -3 -3%
NECFA
3657
New England Capital Financial Advisors
Connecticut
$45K +$21.9K +44 +105%
SA
3658
Scarborough Advisors
Maryland
$43.7K +$7.47K +15 +22%
VWWMG
3659
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K
EIM
3660
Essex Investment Management
Massachusetts
$42.4K -$468K -940 -92%
TCG
3661
Transcendent Capital Group
Oklahoma
$42.1K +$498 +1 +1%
RTC
3662
Riverview Trust Company
Washington
$41.8K +$39.8K +80 New
DFC
3663
DB Fitzpatrick & Co
Idaho
$41.3K
FIA
3664
FPC Investment Advisory
California
$37.9K +$37.3K +75 New
KIG
3665
Kessler Investment Group
Indiana
$36.6K +$34.9K +70 New
EPW
3666
Evergreen Private Wealth
Colorado
$35.6K
PS
3667
PayPay Securities
Japan
$32.4K -$5.97K -12 -16%
CFS
3668
CGC Financial Services
Oregon
$31.4K
WPW
3669
Warther Private Wealth
Ohio
$29.8K
MWA
3670
Moser Wealth Advisors
Washington
$28.8K
MLA
3671
MB, Levis & Associates
Pennsylvania
$27.7K
LFA
3672
Legend Financial Advisors
Pennsylvania
$26.7K -$21.9K -44 -46%
BC
3673
Broadwater Capital
Massachusetts
$26.2K
GPFA
3674
Game Plan Financial Advisors
Ohio
$26.2K
PA
3675
Pineridge Advisors
Missouri
$22.9K -$124K -249 -85%

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.