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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
RDIA
3701
RE Dickinson Investment Advisors
Iowa
$138K
Loomis, Sayles & Company
3702
Loomis, Sayles & Company
Massachusetts
$137K +$47K +85 +55%
RI
3703
Ridgewood Investments
New Jersey
$135K -$17.7K -32 -12%
GAG
3704
Goodman Advisory Group
Massachusetts
$134K +$12.7K +23 +11%
DI
3705
DAGCO Inc
Ohio
$133K
PP
3706
Pacifica Partners
Canada
$133K -$11.1K -20 -8%
ZRP
3707
Zynergy Retirement Planning
New Jersey
$131K +$5.53K +10 +5%
DWA
3708
Dougherty Wealth Advisers
Minnesota
$130K
CUAMC
3709
China Universal Asset Management Company
China
$127K +$122K +220 New
CCA
3710
Cadent Capital Advisors
Oklahoma
$125K +$553 +1 +0.5%
HB
3711
Horizon Bancorp
Indiana
$122K
MFG
3712
Mendota Financial Group
Wisconsin
$122K
SFO
3713
Standard Family Office
South Dakota
$120K
DLHL
3714
Donald L. Hagan LLC
Florida
$116K +$112K +203 New
CIM
3715
Contravisory Investment Management
Massachusetts
$116K +$5.53K +10 +5%
BSC
3716
Brown Shipley & Co
United Kingdom
$116K
SC
3717
Shay Capital
New York
$115K -$2.1M -3,800 -95%
FNWA
3718
Financial Network Wealth Advisors
Utah
$109K -$1.22M -2,214 -92%
HCM
3719
Horrell Capital Management
Arkansas
$109K
CPL
3720
Corecam Pte Ltd
$105K
FGC
3721
Financial Gravity Companies
Texas
$103K +$99K +179 New
CNBTD
3722
Citizens National Bank Trust Department
Mississippi
$102K
EA
3723
Evolution Advisers
Virginia
$102K
PCTC
3724
Perkins Coie Trust Company
Washington
$97K
TCM
3725
Tradewinds Capital Management
Washington
$96.4K

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.