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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
CCP
3751
Corbin Capital Partners
New York
-$4.09M -8,600 Closed
BGCP
3752
Bristol Gate Capital Partners
Ontario, Canada
-$3.95M -8,315 Closed
LWM
3753
LJI Wealth Management
Indiana
-$3.88M -8,169 Closed
OP
3754
ORG Partners
Indiana
-$3.79M -7,972 Closed
FA
3755
FDx Advisors
Illinois
-$3.5M -7,370 Closed
VAS
3756
Vestmark Advisory Solutions
Massachusetts
-$3.28M -6,910 Closed
NYLIM
3757
New York Life Investment Management
New York
-$3.09M -6,511 Closed
ASFA
3758
All Season Financial Advisors
Colorado
-$2.8M -5,896 Closed
IWA
3759
Invera Wealth Advisors
Oregon
-$2.78M -5,844 Closed
CWM
3760
C2C Wealth Management
Arizona
-$2.72M -5,715 Closed
HCM
3761
Hillman Capital Management
Maryland
-$2.52M -5,293 Closed
GSC
3762
Grey Street Capital
Illinois
-$2.13M -4,454 Closed
SC
3763
Scholtz & Company
Connecticut
-$2.11M -4,442 Closed
HWM
3764
HFG Wealth Management
Texas
-$1.71M -3,600 Closed
DWA
3765
Dorsey Wright & Associates
California
-$1.7M -3,583 Closed
AP
3766
Arlington Partners
Alabama
-$1.66M -3,499 Closed
VVP
3767
Vulcan Value Partners
Alabama
-$1.64M -3,472 Closed
SCM
3768
Smead Capital Management
Arizona
-$1.4M -2,944 Closed
KA
3769
Kooman & Associates
Pennsylvania
-$1.39M -2,927 Closed
WF
3770
WoodTrust Financial
Wisconsin
-$1.35M -2,839 Closed
PAIM
3771
Punch & Associates Investment Management
Minnesota
-$1.23M -2,594 Closed
CIP
3772
Cornerstone Investment Partners
Georgia
-$1.21M -2,546 Closed
AWA
3773
Artemis Wealth Advisors
New York
-$1.06M -2,221 Closed
3IP
3774
3Chopt Investment Partners
Virginia
-$1.04M -2,179 Closed
SC
3775
Syon Capital
California
-$1.01M -2,131 Closed

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.