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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
KFGK
401
Keystone Financial Group (Kentucky)
Kentucky
$73.3M -$1.69M -2,863 -2%
WA
402
Waverly Advisors
Alabama
$73.2M +$11.9M +20,247 +19%
BCP
403
Berkeley Capital Partners
Georgia
$73.2M +$2.91M +4,945 +4%
MCCA
404
Mill Creek Capital Advisors
Pennsylvania
$72.4M -$6.86M -11,644 -9%
TG
405
TCW Group
California
$72.4M -$5.47M -9,279 -7%
CAL
406
Capital Advisors Ltd
Ohio
$72M +$290K +492 +0.4%
QCM
407
Quantinno Capital Management
New York
$72M +$24.3M +41,250 +51%
AWM
408
Activest Wealth Management
Florida
$71M +$3.33M +5,649 +5%
EWM
409
Evercore Wealth Management
New York
$70.9M +$412K +699 +0.6%
CIG
410
Consolidated Investment Group
Colorado
$70.7M +$3.24M +5,500 +5%
FCI
411
Financial Counselors Inc
Kansas
$70.3M -$1.57M -2,668 -2%
KA
412
Klingman & Associates
New York
$70.2M -$802K -1,361 -1%
DWM
413
Dynasty Wealth Management
Florida
$69.9M -$236M -400,837 -77%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$69.2M -$8.27M -14,031 -11%
SFM
415
Soros Fund Management
New York
$69.2M +$69.5M +118,000 New
NCM
416
Novare Capital Management
North Carolina
$68.8M +$1.7M +2,881 +3%
JIC
417
Joel Isaacson & Co
New York
$68.7M +$2.25M +3,818 +3%
CAG
418
Curtis Advisory Group
California
$68.5M +$3M +5,096 +5%
VVP
419
Venture Visionary Partners
Ohio
$68.1M +$2.02M +3,425 +3%
IA
420
IFG Advisors
Missouri
$67.9M +$2.59M +4,395 +4%
CA
421
Clearstead Advisors
Ohio
$67.6M +$352K +598 +0.5%
LDNAM
422
Lepercq De Neuflize Asset Management
New York
$67.5M +$67.9M +115,245 New
LMAF
423
Lepercq Multi-Asset Fund
Bermuda
$67.5M +$67.9M +115,245 New
IA
424
IFP Advisors
Florida
$67.5M +$17.9M +30,321 +36%
OWM
425
Olympus Wealth Management
Utah
$66.8M -$3.84M -6,525 -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.