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State Street SPDR S&P 500 ETF Trust

3,693 hedge funds and large institutions have $304B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,429 increasing their positions, 1,588 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 141

0% more funds holding

Funds holding: 3,6823,693 (+11)

2% less capital invested

Capital invested by funds: $310B → $304B (-$6.07B)

2% less funds holding in top 10

Funds holding in top 10: 1,0731,047 (-26)

6.18% less ownership

Funds ownership: 63.81%57.62% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 1,429 | Existing positions reduced: 1,588

59% less call options, than puts

Call options by funds: $276B | Put options by funds: $674B

Holders
3,693
Holders Change
+11
Holders Change %
+0.3%
% of All Funds
53.19%
Holding in Top 10
1,047
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.42%
% of All Funds
15.08%
New
206
Increased
1,429
Reduced
1,588
Closed
141
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
426
Bank Hapoalim BM
Israel
$58.8M -$59.5M -119,562 -52%
FTUS
427
Flow Traders U.S.
New York
$58.7M -$576M -1,156,277 -91%
LP
428
LGL Partners
Pennsylvania
$58.4M -$5.48K -11 -0%
PCIG
429
Partners Capital Investment Group
Massachusetts
$58.4M -$57.3M -114,999 -51%
DIG
430
DeepCurrents Investment Group
New York
$58.4M +$16.4M +32,983 +42%
AIM
431
Allen Investment Management
New York
$58.3M +$3.26M +6,552 +6%
PG
432
Proffitt & Goodson
Tennessee
$58.2M -$2.32M -4,661 -4%
VVP
433
Venture Visionary Partners
Ohio
$58.2M -$139K -279 -0.3%
MG
434
Marex Group
$58M -$29.6M -59,452 -35%
AWM
435
Activest Wealth Management
Florida
$57.9M +$1.29M +2,589 +2%
CAI
436
Capital Advisors Inc
Oklahoma
$57.2M -$124M -248,157 -69%
KFBMI
437
Kentucky Farm Bureau Mutual Insurance
Kentucky
$57M
CW
438
Connectus Wealth
Ohio
$56.8M -$188M -378,507 -78%
JIC
439
Joel Isaacson & Co
New York
$56.7M +$1.09M +2,185 +2%
BCM
440
Becker Capital Management
Oregon
$56.7M +$2.92M +5,863 +6%
HWA
441
Heritage Wealth Advisors
Virginia
$56.3M +$690K +1,385 +1%
GWM
442
Geneos Wealth Management
Colorado
$55.8M -$5.22M -10,494 -9%
LA
443
LM Advisors
California
$55.5M +$434K +872 +1%
RCMF
444
RK Capital Management (Florida)
Florida
$55.4M -$63.4M -127,432 -55%
IAIM
445
Industrial Alliance Investment Management
Quebec, Canada
$55.4M -$1.71M -3,430 -3%
State of Wisconsin Investment Board
446
State of Wisconsin Investment Board
Wisconsin
$55.2M -$1.59M -3,189 -3%
SSG
447
Summit Securities Group
New York
$55M +$27.8M +55,748 +113%
LWMM
448
Legacy Wealth Management (Mississippi)
Mississippi
$54.9M -$351K -705 -0.7%
BB
449
Berkshire Bank
Massachusetts
$54.8M -$1.18M -2,362 -2%
GCM
450
Granby Capital Management
Florida
$54.7M +$24.6M +49,500 +90%

SPY Hedge Fund Activity: Q1 2024 in Review

3,693 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2024, worth a combined $304B — down 2% from $310B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SPY positions and 141 closed out — a net gain of 65 holders — while 1,429 added to existing stakes and 1,588 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.21B. The largest seller was Morgan Stanley, cutting an estimated $17B.

  • 3,693 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2024, up from 3,682 in Q4 2023.
  • Funds reported $304B of State Street SPDR S&P 500 ETF Trust stock for Q1 2024, down 2% quarter-over-quarter.
  • 206 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2024 and 141 closed out, a net change of +65 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $4.21B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2024 was Morgan Stanley, an estimated $17B sold.

Based on aggregated 13F filings for Q1 2024.