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State Street SPDR S&P 500 ETF Trust

3,794 hedge funds and large institutions have $328B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,585 increasing their positions, 1,478 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 105

1.75% more ownership

Funds ownership: 55.41%57.16% (+1.7%)

1% more funds holding

Funds holding: 3,7523,794 (+42)

7% more repeat investments, than reductions

Existing positions increased: 1,585 | Existing positions reduced: 1,478

3% less capital invested

Capital invested by funds: $337B → $328B (-$9.3B)

1% less funds holding in top 10

Funds holding in top 10: 1,0571,044 (-13)

58% less call options, than puts

Call options by funds: $271B | Put options by funds: $643B

Holders
3,794
Holders Change
+42
Holders Change %
+1.12%
% of All Funds
54.47%
Holding in Top 10
1,044
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.23%
% of All Funds
14.99%
New
196
Increased
1,585
Reduced
1,478
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Evercore Wealth Management
New York
$69M -$726K -1,313 -1%
Fiera Capital (Canada)
402
Fiera Capital (Canada)
Quebec, Canada
$68.9M +$108K +196 +0.2%
BCP
403
Berkeley Capital Partners
Georgia
$68.8M +$2.06M +3,728 +3%
BPA
404
Beacon Pointe Advisors
California
$68.4M -$1.39M -2,522 -2%
AI
405
Atria Investments
North Carolina
$67.9M -$4.54M -8,211 -6%
SCM
406
Stevens Capital Management
Pennsylvania
$67.7M +$65.2M +117,978 New
MHS
407
M Holdings Securities
Oregon
$67.4M -$17.2M -31,051 -21%
IAIM
408
Industrial Alliance Investment Management
Quebec, Canada
$67.3M +$2.08M +3,758 +3%
AWM
409
Activest Wealth Management
Florida
$66.3M +$1.06M +1,913 +2%
FWTB
410
First Western Trust Bank
Colorado
$66.1M -$217K -392 -0.3%
CIG
411
Consolidated Investment Group
Colorado
$66M
CA
412
Clearstead Advisors
Ohio
$65.9M -$292K -528 -0.5%
Chevy Chase Trust
413
Chevy Chase Trust
Maryland
$65.8M -$721K -1,304 -1%
NCM
414
Novare Capital Management
North Carolina
$65.7M +$1.52M +2,752 +2%
JIC
415
Joel Isaacson & Co
New York
$65.1M +$1.1M +1,984 +2%
SAMT
416
Select Asset Management & Trust
Pennsylvania
$64.8M +$4.77M +8,619 +8%
VVP
417
Venture Visionary Partners
Ohio
$64.7M +$889K +1,607 +1%
State of Wisconsin Investment Board
418
State of Wisconsin Investment Board
Wisconsin
$64.2M +$17.6M +31,853 +40%
CAG
419
Curtis Advisory Group
California
$64.1M +$22.3M +40,291 +56%
IA
420
IFG Advisors
Missouri
$63.9M +$1.88M +3,401 +3%
WW
421
Westshore Wealth
California
$63.4M -$5.11M -9,237 -8%
LP
422
LGL Partners
Pennsylvania
$63.4M -$528K -955 -0.9%
Walleye Capital
423
Walleye Capital
New York
$63.4M +$48.2M +87,213 +375%
SPC
424
Sigma Planning Corp
Michigan
$62.9M -$842K -1,523 -1%
SW
425
SlateStone Wealth
Florida
$62.8M -$3.65M -6,603 -6%

SPY Hedge Fund Activity: Q3 2024 in Review

3,794 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2024, worth a combined $328B — down 2.8% from $337B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new SPY positions and 105 closed out — a net gain of 91 holders — while 1,585 added to existing stakes and 1,478 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $7.87B. The largest seller was Strategic Financial Concepts, cutting an estimated $1.42B.

  • 3,794 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2024, up from 3,752 in Q2 2024.
  • Funds reported $328B of State Street SPDR S&P 500 ETF Trust stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 196 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2024 and 105 closed out, a net change of +91 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $7.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.