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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
MWM
351
Modern Wealth Management
Kansas
$82.5M -$4.58M -8,276 -5%
MFIM
352
Mesirow Financial Investment Management
Illinois
$82.5M +$1.5M +2,720 +2%
NWM
353
Navigation Wealth Management
Colorado
$82.1M -$15M -27,094 -16%
MIM
354
MetLife Investment Management
New Jersey
$81.8M -$42.3M -76,500 -35%
UFAC
355
Urban Financial Advisory Corp
Illinois
$81.2M -$187K -339 -0.2%
JPC
356
Jabodon PT Co
Nevada
$81.2M
UFF
357
USA Financial Formulas
Michigan
$80.8M +$304K +549 +0.4%
PVI
358
Pine Valley Investments
New Jersey
$80.4M +$623K +1,126 +0.8%
ECP
359
Electron Capital Partners
New York
$80.3M +$77.4M +140,000 New
USCWA
360
U.S. Capital Wealth Advisors
Texas
$80.3M +$822K +1,486 +1%
IAN
361
Integrated Advisors Network
Texas
$80.1M +$1.64M +2,967 +2%
Wealthfront Advisers
362
Wealthfront Advisers
California
$78.9M +$5.6M +10,134 +8%
EML
363
Eos Management LP
New York
$78.3M
CWG
364
Cornerstone Wealth Group
North Carolina
$78.2M -$3.94M -7,133 -5%
MTWSIF
365
Mivtachim The Workers Social Insurance Fund
Israel
$77.7M -$31.2M -56,390 -29%
MCCA
366
Mill Creek Capital Advisors
Pennsylvania
$77.6M -$346K -626 -0.5%
AIM
367
Allen Investment Management
New York
$77.5M +$13.5M +24,437 +22%
SC
368
Savant Capital
Illinois
$77.5M +$17.4M +31,474 +30%
AWM
369
Atticus Wealth Management
Florida
$76.2M +$1.11M +2,016 +2%
TG
370
TCW Group
California
$76.2M +$464K +840 +0.6%
PGA
371
Portland Global Advisors
Maine
$76.1M -$399K -721 -0.5%
EDRH
372
Edmond de Rothschild Holding
Switzerland
$75.8M +$4.73M +8,557 +7%
LWA
373
Lowe Wealth Advisors
Maryland
$75.7M -$782K -1,415 -1%
BF
374
BOK Financial
Oklahoma
$75.6M -$236K -426 -0.3%
CL
375
Choreo LLC
Illinois
$75.1M +$1.25M +2,269 +2%

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.