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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
BTC
4176
Bank & Trust Company
Illinois
$69.2K
PS
4177
Pinney & Scofield
Massachusetts
$68.6K +$68.9K +117 New
MDA
4178
Minot DeBlois Advisors
Massachusetts
$68K +$68.3K +116 New
AIA
4179
Arcadia Investment Advisors
Idaho
$65K
NBT
4180
Northwest Bank & Trust
Iowa
$60.3K
TWD
4181
True Wealth Design
Ohio
$59.2K -$37.1K -63 -38%
SC
4182
Skylands Capital
Wisconsin
$58.6K
NECFA
4183
New England Capital Financial Advisors
Connecticut
$53.6K
FFA
4184
Fairfield Financial Advisors
Massachusetts
$49.8K
CWM
4185
Copia Wealth Management
Oregon
$49.8K +$50.1K +85 New
MLA
4186
MB, Levis & Associates
Pennsylvania
$48.6K +$17.7K +30 +57%
EIM
4187
Essex Investment Management
Massachusetts
$47.5K
RTC
4188
Riverview Trust Company
Washington
$46.9K
VWWMG
4189
Vermillion & White Wealth Management Group
Pennsylvania
$45.7K -$2.95K -5 -6%
TCG
4190
Transcendent Capital Group
Oklahoma
$45.7K -$1.77K -3 -4%
FIA
4191
FPC Investment Advisory
California
$45.1K
DWA
4192
Delos Wealth Advisors
Texas
$44.5K +$24.7K +42 +124%
CL
4193
CSS LLC
Illinois
$43.4K -$32.7M -55,474 -100%
EPW
4194
Evergreen Private Wealth
Colorado
$39.9K
LFA
4195
Legend Financial Advisors
Pennsylvania
$37.5K -$1.18K -2 -3%
SRCM
4196
Signature Resources Capital Management
California
$37.5K +$37.7K +64 New
CFS
4197
CGC Financial Services
Oregon
$35.2K
OCM
4198
Orion Capital Management
California
$34K +$34.2K +58 New
PIS
4199
POM Investment Strategies
North Carolina
$33.4K +$33.6K +57 New
IMC
4200
Investment Management Corporation
Virginia
$33.1K +$33K +56 New

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.