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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
SWM
3726
Sanctuary Wealth Management
Idaho
$96.4K +$36.5K +66 +65%
TWD
3727
True Wealth Design
Ohio
$94.1K
MIA
3728
Milestone Investment Advisors
Wisconsin
$87.2K -$3.32K -6 -4%
B
3729
Birchbrook
Maine
$84.6K -$154K -279 -65%
PWMG
3730
Prestige Wealth Management Group
New Jersey
$83.4K +$7.74K +14 +11%
CFG
3731
Copley Financial Group
California
$83.2K +$80.2K +145 New
VFA
3732
Values First Advisors
Tennessee
$82.6K +$79.6K +144 New
FC
3733
Family CFO
California
$80.9K +$78K +141 New
CT
3734
Clearstead Trust
Maine
$78.6K -$2.21K -4 -3%
CAM
3735
Creekmur Asset Management
Illinois
$77.5K -$8.29K -15 -10%
PFG
3736
Peterson Financial Group
Iowa
$76.7K +$74.1K +134 New
WGS
3737
Washington Growth Strategies
District of Columbia
$75.3K +$23.9M +43,146 New
TFA
3738
Transamerica Financial Advisors
Florida
$75K +$9.4K +17 +15%
SCA
3739
Stuart Chaussee & Associates
California
$74.6K
CHA
3740
Carmichael Hill & Associates
Maryland
$73.5K
MG
3741
MilWealth Group
Wisconsin
$72.9K -$3.87K -7 -5%
CJH
3742
Christopher J. Hasenberg
Wisconsin
$71.1K +$68.6K +124 New
NMG
3743
New Millennium Group
Utah
$70.9K
SIM
3744
Studio Investment Management
Illinois
$69.6K
FW
3745
Fairway Wealth
Ohio
$68.9K +$66.4K +120 New
VIM
3746
VELA Investment Management
Ohio
$68.9K +$66.4K +120 New
DWS
3747
Dynamic Wealth Strategies
California
$68K
BTC
3748
Bank & Trust Company
Illinois
$67.7K
LIS
3749
Legacy Investment Solutions
Idaho
$66.3K +$61.4K +111 New
LWMI
3750
Legacy Wealth Management (Idaho)
Idaho
$66.3K +$61.4K +111 New

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.