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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
BRIA
4051
Balanced Rock Investment Advisors
Massachusetts
$216K
CAG
4052
Compass Advisory Group
New York
$214K -$1.77K -3 -0.8%
ARG
4053
Advisory Resource Group
Oklahoma
$214K -$1.18K -2 -0.5%
SFCL
4054
Strengthening Families & Communities LLC
Massachusetts
$213K +$589 +1 +0.3%
CWMGP
4055
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$589 +1 +0.3%
CWA
4056
Clearview Wealth Advisors
Oregon
$213K +$214K +363 New
SIM
4057
Synergy Investment Management
Florida
$213K +$214K +363 New
PPA
4058
Pacific Point Advisors
California
$212K +$208K +353 New
SCM
4059
Stevens Capital Management
Pennsylvania
$212K -$69.3M -117,617 -100%
OWA
4060
One Wealth Advisors
California
$212K
UCI
4061
Uncommon Cents Investing
Wisconsin
$212K
JWM
4062
JP Wealth Management
South Carolina
$212K +$213K +361 New
SO
4063
STRS Ohio
Ohio
$211K -$5.89K -10 -3%
FC
4064
Fusion Capital
South Carolina
$210K
PM
4065
Phraction Management
Connecticut
$210K -$82.5K -140 -28%
AWM
4066
Avitas Wealth Management
California
$210K +$212K +359 New
LEFP
4067
Leading Edge Financial Planning
Tennessee
$210K -$19.4K -33 -8%
FCG
4068
Financial Connections Group
California
$209K
PAM
4069
Pacific Asset Management
Washington
$208K +$210K +356 New
PWMG
4070
Private Wealth Management Group
New Jersey
$208K
IA
4071
Inspire Advisors
Idaho
$207K +$209K +354 New
DIA
4072
Davidson Investment Advisors
Montana
$207K
HCA
4073
Hyperion Capital Advisors
New York
$206K
GPW
4074
Genesis Private Wealth
Virginia
$206K +$207K +352 New
HFS
4075
HBC Financial Services
Washington
$206K

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.