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State Street SPDR S&P 500 ETF Trust

4,229 hedge funds and large institutions have $360B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 606 funds opening new positions, 1,667 increasing their positions, 1,468 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 606 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 1,667 | Existing positions reduced: 1,468

11% more funds holding

Funds holding: 3,7944,229 (+435)

10% more funds holding in top 10

Funds holding in top 10: 1,0441,147 (+103)

10% more capital invested

Capital invested by funds: $328B → $360B (+$32.3B)

1.85% less ownership

Funds ownership: 57.16%55.31% (-1.8%)

51% less call options, than puts

Call options by funds: $280B | Put options by funds: $573B

Holders
4,229
Holders Change
+435
Holders Change %
+11.47%
% of All Funds
55.7%
Holding in Top 10
1,147
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.87%
% of All Funds
15.11%
New
606
Increased
1,667
Reduced
1,468
Closed
98
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79B
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
3876
Kiker Wealth Management
Georgia
$301K +$302K +513 New
EC
3877
Elequin Capital
New York
$301K +$261K +443 +633%
SPWM
3878
Straight Path Wealth Management
Michigan
$300K -$14.1K -24 -4%
OAJ
3879
Ogorek Anthony Joseph
New York
$300K +$302K +513 New
KIM
3880
Kestra Investment Management
Texas
$300K +$44.8K +76 +17%
SW
3881
Schulz Wealth
Texas
$299K
EMB
3882
Elefante Mark B
$299K +$300K +510 New
WWG
3883
West Wealth Group
California
$299K +$7.66K +13 +3%
CLOS
3884
Compagnie Lombard Odier SCmA
Switzerland
$298K -$706K -1,198 -70%
FSG
3885
Financial Strategies Group
Michigan
$298K -$22.4K -38 -7%
DSN
3886
D. Scott Neal
Kentucky
$297K -$4.26M -7,226 -94%
SCA
3887
Stillwater Capital Advisors
Pennsylvania
$297K
CPA
3888
Court Place Advisors
Maryland
$296K +$589 +1 +0.2%
DA
3889
Detalus Advisors
Missouri
$296K -$35.4K -60 -11%
MSF
3890
Mustard Seed Financial
Arkansas
$295K +$2.95K +5 +1%
ISWM
3891
Independent Solutions Wealth Management
New York
$295K -$1.77K -3 -0.6%
BWG
3892
Boomfish Wealth Group
Georgia
$295K
VIP
3893
Vantage Investment Partners
Missouri
$295K
CM
3894
Cornerstone Management
Georgia
$295K -$17.7K -30 -6%
RWM
3895
Revisor Wealth Management
Ohio
$294K -$140K -237 -32%
PCMM
3896
Piedmont Capital Management (Montana)
Montana
$294K
RCM
3897
Richardson Capital Management
Wisconsin
$294K -$2.36K -4 -0.8%
PAW
3898
Plan A Wealth
Nebraska
$294K +$295K +501 New
DFG
3899
Dynamic Financial Group
Iowa
$294K +$295K +501 New
FAI
3900
Fiduciary Advisors Inc
Missouri
$293K +$295K +500 New

SPY Hedge Fund Activity: Q4 2024 in Review

4,229 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2024, worth a combined $360B — up 9.9% from $328B a quarter earlier.

Buyers outnumbered sellers: 606 funds opened new SPY positions and 98 closed out — a net gain of 508 holders — while 1,667 added to existing stakes and 1,468 trimmed.

The largest buyer was Capula Management, adding an estimated $5.08B. The largest seller was International Assets Investment Management, cutting an estimated $8.39B.

  • 4,229 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2024, up from 3,794 in Q3 2024.
  • Funds reported $360B of State Street SPDR S&P 500 ETF Trust stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 606 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2024 and 98 closed out, a net change of +508 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2024 was Capula Management, an estimated $5.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $8.39B sold.

Based on aggregated 13F filings for Q4 2024.