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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
DIM
4301
DLK Investment Management
California
-$369K -643 Closed
BWG
4302
Berry Wealth Group
Texas
-$359K -626 Closed
CA
4303
Carson Advisory
Georgia
-$355K -618 Closed
DWA
4304
Delta Wealth Advisors
Indiana
-$345K -601 Closed
PWM
4305
Provident Wealth Management
Tennessee
-$325K -567 Closed
PH
4306
Pinnacle Holdings
Oklahoma
-$324K -565 Closed
SFG
4307
Sunburst Financial Group
Alabama
-$305K -532 Closed
FPF
4308
First Pacific Financial
Washington
-$304K -530 Closed
SFS
4309
Symphony Financial Services
Ohio
-$297K -517 Closed
AC
4310
Almitas Capital
California
-$287K -500 Closed
WHCM
4311
Wolf Hill Capital Management
Connecticut
-$275K -480 Closed
GPW
4312
Gentry Private Wealth
Kansas
-$259K -451 Closed
WKWM
4313
Walter & Keenan Wealth Management
Indiana
-$258K -449 Closed
SFG
4314
Synergy Financial Group
California
-$233K -406 Closed
MIA
4315
MainStreet Investment Advisors
Illinois
-$228K -398 Closed
AWM
4316
Aviso Wealth Management
Washington
-$225K -392 Closed
FPTW
4317
Franklin, Parlapiano, Turner & Welch
Texas
-$222K -387 Closed
NWA
4318
New World Advisors
Massachusetts
-$221K -386 Closed
PIA
4319
Pinion Investment Advisors
Kansas
-$203K -355 Closed
OMC
4320
Overbrook Management Corp
New York
-$203K -354 Closed
BFM
4321
Broadview Financial Management
Wisconsin
-$202K -352 Closed
SIM
4322
Sterling Investment Management
Arizona
-$201K -350 Closed
CA
4323
Claris Advisors
Missouri
-$188K -328 Closed
AIM
4324
Astor Investment Management
Illinois
-$178K -310 Closed
JCM
4325
Jag Capital Management
Missouri
-$175K -305 Closed

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.