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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
HFM
3751
Hartford Financial Management
Connecticut
$66K
AIA
3752
Arcadia Investment Advisors
Idaho
$63.6K
NBT
3753
Northwest Bank & Trust
Iowa
$57.4K
SC
3754
Skylands Capital
Wisconsin
$57.4K
NECFA
3755
New England Capital Financial Advisors
Connecticut
$52.4K +$2.77K +5 +6%
RFG
3756
REAP Financial Group
Texas
$52.2K +$5.53K +10 +12%
WOSD
3757
WFA of San Diego
California
$49.9K
FFA
3758
Fairfield Financial Advisors
Massachusetts
$48.8K
VWWMG
3759
Vermillion & White Wealth Management Group
Pennsylvania
$47.6K
EIM
3760
Essex Investment Management
Massachusetts
$46.5K
TCG
3761
Transcendent Capital Group
Oklahoma
$46.4K
RTC
3762
Riverview Trust Company
Washington
$45.9K
FIM
3763
FWL Investment Management
Texas
$43K -$12.2K -22 -23%
FIA
3764
FPC Investment Advisory
California
$42.6K
KIG
3765
Kessler Investment Group
Indiana
$41.9K
EC
3766
Elequin Capital
New York
$40.2K -$143K -258 -79%
EPW
3767
Evergreen Private Wealth
Colorado
$39K
LFA
3768
Legend Financial Advisors
Pennsylvania
$37.8K -$13.3K -24 -27%
CWA
3769
Carolina Wealth Advisors
South Carolina
$35K
CFS
3770
CGC Financial Services
Oregon
$34.4K
MLA
3771
MB, Levis & Associates
Pennsylvania
$30.4K
BC
3772
Broadwater Capital
Massachusetts
$28.9K
GPFA
3773
Game Plan Financial Advisors
Ohio
$28.7K
IAIM
3774
International Assets Investment Management
Florida
$24.9K +$7.87B +14,234,948 +56,383%
DWM
3775
Dogwood Wealth Management
Kansas
$22.9K -$11.1K -20 -33%

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.