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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
PCM
3776
Patient Capital Management
Maryland
-$994K -2,091 Closed
SCP
3777
Seizert Capital Partners
Michigan
-$986K -2,075 Closed
A
3778
AlphaQuest
New York
-$951K -2,000 Closed
CG
3779
Castellan Group
Kentucky
-$804K -1,691 Closed
CWM
3780
CMH Wealth Management
New Hampshire
-$770K -1,621 Closed
SWM
3781
Scissortail Wealth Management
Oklahoma
-$698K -1,420 Closed
LWM
3782
Laidlaw Wealth Management
New York
-$666K -1,400 Closed
SL
3783
Summitry LLC
California
-$606K -1,276 Closed
IPGDR
3784
Investidor Profissional Gestao de Recursos
Brazil
-$571K -1,146 Closed
CP
3785
Covenant Partners
Tennessee
-$530K -1,116 Closed
LWA
3786
Lineweaver Wealth Advisors
Ohio
-$475K -999 Closed
HCA
3787
Hyperion Capital Advisors
New York
-$452K -952 Closed
CAP
3788
Columbia Advisory Partners
Washington
-$413K -869 Closed
PE
3789
Point72 Europe
United Kingdom
-$410K -862 Closed
JTWM
3790
Jackson Thornton Wealth Management
Alabama
-$384K -807 Closed
SFC
3791
Sprinkle Financial Consultants
Colorado
-$378K -795 Closed
TC
3792
Touchstone Capital
Pennsylvania
-$375K -789 Closed
CCM
3793
Cox Capital Management
Massachusetts
-$369K -777 Closed
HZ
3794
Hixon Zuercher
Ohio
-$361K -759 Closed
GIM
3795
Guild Investment Management
California
-$356K -750 Closed
MBI
3796
May Barnhard Investments
Maryland
-$344K -723 Closed
CNAM
3797
Campbell Newman Asset Management
Wisconsin
-$342K -720 Closed
SWM
3798
Stockman Wealth Management
Montana
-$336K -706 Closed
RFS
3799
Retirement Financial Solutions
Tennessee
-$321K -675 Closed
BOSSRA
3800
B.O.S.S. Retirement Advisors
Utah
-$321K -674 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.