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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
LWA
376
Lowe Wealth Advisors
Maryland
$71M -$451K -906 -0.7%
IAN
377
Integrated Advisors Network
Texas
$70.9M +$9.93M +19,938 +17%
Point72 Asset Management
378
Point72 Asset Management
Connecticut
$70.8M -$213M -428,649 -76%
FNT
379
First National Trust
Pennsylvania
$69.2M -$2.33M -4,678 -3%
BF
380
BOK Financial
Oklahoma
$68.4M -$8.2M -16,474 -11%
PLU
381
Performa Ltd (US)
South Carolina
$68.1M -$27.7M -55,597 -30%
SA
382
SpiderRock Advisors
Delaware
$68M +$66.1M +132,680 New
AT
383
Arvest Trust
Oklahoma
$67.7M -$3.09M -6,198 -5%
CRC
384
Curi RMB Capital
Illinois
$67.6M +$6.64M +13,336 +12%
PIS
385
PPSC Investment Service
Japan
$67.6M +$9.26M +18,600 +7%
RQS
386
Ramsey Quantitative Systems
Kentucky
$67.3M -$977K -1,963 -2%
EW
387
Evoke Wealth
California
$67.2M +$63.7M +128,018 New
IFWM
388
Institute for Wealth Management
Colorado
$67.1M +$55M +110,526 +622%
EP
389
Edgestream Partners
New Jersey
$66.8M +$20.1M +40,471 +46%
SW
390
SVB Wealth
Massachusetts
$66.5M -$29M -58,266 -31%
EDRH
391
Edmond de Rothschild Holding
Switzerland
$66.2M -$10M -20,125 -14%
DAS
392
Diversify Advisory Services
Utah
$66M +$62.9M +126,383 New
KA
393
Klingman & Associates
New York
$65.5M -$338K -679 -0.5%
CAL
394
Capital Advisors Ltd
Ohio
$65.4M +$501K +1,007 +0.8%
LC
395
Lavaca Capital
Texas
$65.4M -$6.07M -12,194 -9%
BCI
396
Brinker Capital Investments
Pennsylvania
$65.1M -$3.07M -6,160 -5%
OPS
397
Orion Portfolio Solutions
Nebraska
$65.1M -$3.07M -6,160 -5%
VFG
398
V2 Financial group
Illinois
$64.2M -$2.84M -5,697 -4%
TG
399
TCW Group
California
$64.2M +$150K +302 +0.2%
Fiera Capital (Canada)
400
Fiera Capital (Canada)
Quebec, Canada
$64M -$8.74M -17,556 -13%

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.