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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
IHL
3851
Investment House LLC
California
-$703K -1,292 Closed
EFP
3852
Elser Financial Planning
Indiana
-$697K -1,281 Closed
GSEP
3853
Golden State Equity Partners
California
-$644K -1,184 Closed
SWM
3854
SigFig Wealth Management
California
-$555K -1,019 Closed
PGF
3855
Plan Group Financial
Oklahoma
-$548K -1,007 Closed
CVM
3856
Cheviot Value Management
California
-$509K -935 Closed
KA
3857
Kooman & Associates
Pennsylvania
-$497K -913 Closed
DWM
3858
Dopkins Wealth Management
New York
-$479K -880 Closed
MIS
3859
Morningstar Investment Services
Illinois
-$459K -841 Closed
RFWA
3860
RPg Family Wealth Advisory
Massachusetts
-$450K -824 Closed
ACM
3861
Academy Capital Management
Texas
-$443K -813 Closed
QC
3862
QCM Cayman
Texas
-$402K -738 Closed
MFG
3863
Mosaic Financial Group
Illinois
-$399K -733 Closed
RC
3864
RDST Capital
Washington
-$386K -710 Closed
GCM
3865
Gibraltar Capital Management
Oklahoma
-$369K -678 Closed
AR
3866
Advisory Research
Illinois
-$312K -574 Closed
FCAM
3867
First Citizens Asset Management
North Carolina
-$310K -569 Closed
CWA
3868
Continuum Wealth Advisors
New York
-$284K -521 Closed
TS
3869
Tamar Securities
California
-$282K -518 Closed
EB
3870
Emprise Bank
Kansas
-$274K -504 Closed
ACM
3871
Andina Capital Management
Utah
-$266K -489 Closed
B
3872
BetterWealth
California
-$261K -479 Closed
MA
3873
Menlo Advisors
California
-$255K -470 Closed
CWM
3874
Cabot Wealth Management
Massachusetts
-$251K -461 Closed
FWP
3875
Firethorn Wealth Partners
Georgia
-$243K -446 Closed

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.