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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
NMG
4151
New Millennium Group
Utah
$102K +$29.5K +50 +40%
SWIM
4152
Smallwood Wealth Investment Management
New Jersey
$100K +$101K +171 New
UOTTAIMCU
4153
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$100K +$101K +171 New
PCTC
4154
Perkins Coie Trust Company
Washington
$99K
DWA
4155
Dougherty Wealth Advisers
Minnesota
$97.3K -$35.9K -61 -27%
FCT
4156
First Community Trust
Iowa
$94.9K +$95.4K +162 New
PFG
4157
Putney Financial Group
California
$92.6K +$93.1K +158 New
MIA
4158
Milestone Investment Advisors
Wisconsin
$89.1K
RF
4159
Robbins Farley
New Hampshire
$87.9K -$200K -340 -69%
VIM
4160
VELA Investment Management
Ohio
$87.9K +$17.7K +30 +25%
DWM
4161
Dogwood Wealth Management
Kansas
$86.7K +$63.6K +108 +270%
CWM
4162
Consultiva Wealth Management
Puerto Rico
$85K +$85.4K +145 New
B
4163
Birchbrook
Maine
$84.1K -$2.36K -4 -3%
NRWA
4164
North Ridge Wealth Advisors
Oregon
$82.6K +$83.1K +141 New
CWM
4165
Cedar Wealth Management
California
$82.6K -$342K -580 -80%
CAM
4166
Creekmur Asset Management
Illinois
$79.1K
MG
4167
MilWealth Group
Wisconsin
$77.4K +$2.95K +5 +4%
CT
4168
Clearstead Trust
Maine
$77.4K -$2.95K -5 -4%
SWM
4169
Sanctuary Wealth Management
Idaho
$76.2K -$22.4K -38 -23%
SCA
4170
Stuart Chaussee & Associates
California
$76.2K
LIS
4171
Legacy Investment Solutions
Idaho
$72.7K +$5.89K +10 +9%
LWMI
4172
Legacy Wealth Management (Idaho)
Idaho
$72.7K +$5.89K +10 +9%
CJH
4173
Christopher J. Hasenberg
Wisconsin
$72.7K
SIM
4174
Studio Investment Management
Illinois
$71.2K
FW
4175
Fairway Wealth
Ohio
$70.3K

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.