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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
AAG
4001
Avalon Advisory Group
Pennsylvania
$236K
WA
4002
WPG Advisers
Maryland
$236K +$237K +403 New
CWM
4003
Cadence Wealth Management
Massachusetts
$236K +$4.12K +7 +2%
FBT
4004
First Bank & Trust
South Dakota
$236K
MPAM
4005
Murphy Pohlad Asset Management
Minnesota
$236K
CPC
4006
CFC Planning Company
Indiana
$235K +$236K +401 New
GJCM
4007
Grand Jean Capital Management
California
$234K
JSA
4008
Jacobson & Schmitt Advisors
Wisconsin
$234K
TSS
4009
Thomas Story & Son
Indiana
$234K
SGWM
4010
Sterling Group Wealth Management
California
$234K -$2.36K -4 -1%
MWP
4011
Moller Wealth Partners
$234K
CFG
4012
CMC Financial Group
Georgia
$233K -$58.3K -99 -20%
MPW
4013
Melone Private Wealth
Michigan
$233K +$589 +1 +0.3%
KWAG
4014
Kiely Wealth Advisory Group
North Carolina
$233K
WCM
4015
Wealthcare Capital Management
Virginia
$233K +$234K +397 New
KWM
4016
Koa Wealth Management
California
$232K -$63K -107 -21%
HI
4017
Hendershot Investments
Virginia
$232K +$233K +395 New
TA
4018
Tectonic Advisors
Texas
$231K +$232K +394 New
BSTWA
4019
Blake Schutter Theil Wealth Advisors
Ohio
$231K +$3.54K +6 +2%
OWG
4020
Oxford Wealth Group
Florida
$230K +$232K +393 New
LF
4021
Lighthouse Financial
Florida
$230K +$231K +392 New
PWM
4022
PMG Wealth Management
Illinois
$230K +$231K +392 New
BC
4023
Bowman & Company
Wisconsin
$230K +$589 +1 +0.3%
RK
4024
Rather & Kittrell
Tennessee
$229K
TJHA
4025
Thomas J. Herzfeld Advisors
Florida
$229K

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.