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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
WCM
4101
WealthTrak Capital Management
Virginia
$178K +$179K +304 New
EPW
4102
Endeavor Private Wealth
Kansas
$177K +$177K +301 New
GIS
4103
Grayhawk Investment Strategies
Alberta, Canada
$176K +$177K +300 New
FFL
4104
Financial Freedom LLC
Ohio
$174K
WCM
4105
Westend Capital Management
California
$172K
ADIM
4106
Alpha DNA Investment Management
Maryland
$164K
WBWA
4107
William B. Walkup & Associates
South Carolina
$164K
VFA
4108
Values First Advisors
Tennessee
$163K +$78.9K +134 +93%
WAM
4109
WFA Asset Management
Wisconsin
$160K
AW
4110
Avion Wealth
Texas
$158K
SC
4111
Stephens Consulting
Michigan
$158K
FDW
4112
Fourth Dimension Wealth
Ohio
$154K +$155K +263 New
AFM
4113
Aspetuck Financial Management
Connecticut
$151K +$151K +257 New
OCM
4114
Osterweis Capital Management
California
$148K
CF
4115
Conquis Financial
California
$148K +$149K +253 New
CWP
4116
Clark Wealth Partners
Illinois
$144K +$144K +245 New
Loomis, Sayles & Company
4117
Loomis, Sayles & Company
Massachusetts
$140K
AF
4118
Atala Financial
California
$139K +$140K +238 New
HI
4119
Hoey Investments
Pennsylvania
$139K -$287K -487 -67%
RI
4120
Ridgewood Investments
New Jersey
$138K
TCM
4121
Tradewinds Capital Management
Washington
$137K +$38.9K +66 +39%
PP
4122
Pacifica Partners
Canada
$135K
MFG
4123
Mendota Financial Group
Wisconsin
$134K +$9.43K +16 +8%
ZRP
4124
Zynergy Retirement Planning
New Jersey
$131K
CCA
4125
Cadent Capital Advisors
Oklahoma
$128K +$589 +1 +0.5%

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.