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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
FWTB
426
First Western Trust Bank
Colorado
$66.6M -$951K -1,614 -1%
PCIG
427
Partners Capital Investment Group
Massachusetts
$66.5M -$66.6M -113,026 -50%
MHS
428
M Holdings Securities
Oregon
$66.4M -$2.44M -4,147 -4%
PFS
429
Prospera Financial Services
Texas
$65.9M -$8.13M -13,806 -11%
CPP
430
Capasso Planning Partners
South Carolina
$65.8M -$24.6M -41,743 -27%
LC
431
Lavaca Capital
Texas
$65.8M -$6.67M -11,314 -9%
Chevy Chase Trust
432
Chevy Chase Trust
Maryland
$65M -$2.22M -3,763 -3%
LP
433
LGL Partners
Pennsylvania
$64.9M +$174K +296 +0.3%
OC
434
Oppenheimer & Co
New York
$64.6M +$3.1M +5,255 +5%
SAMT
435
Select Asset Management & Trust
Pennsylvania
$64.5M -$1.61M -2,728 -2%
NAM
436
NTV Asset Management
West Virginia
$64.4M +$2.65M +4,491 +4%
FHA
437
Flagship Harbor Advisors
Massachusetts
$64.4M +$54.4M +92,320 +525%
SSB
438
Sandy Spring Bank
Maryland
$64M +$97.2K +165 +0.2%
KFBMI
439
Kentucky Farm Bureau Mutual Insurance
Kentucky
$63.9M
WSFS
440
Wilmington Savings Fund Society
Delaware
$63.9M +$1.21M +2,049 +2%
Parallax Volatility Advisers
441
Parallax Volatility Advisers
California
$63.8M +$64.2M +108,915 New
RWP
442
RWA Wealth Partners
Massachusetts
$63.8M +$5.06M +8,591 +9%
WW
443
Westshore Wealth
California
$63.7M -$1.05M -1,786 -2%
WFA
444
West Financial Advisors
Iowa
$63.7M -$67.7M -114,865 -51%
FSA
445
Financial Services Advisory
Maryland
$63.3M +$13.4M +22,674 +27%
CAI
446
Capital Advisors Inc
Oklahoma
$63.1M +$722K +1,225 +1%
BNMT
447
Bawa N Mallick Trust
New York
$62.9M +$63.3M +107,400 New
BCMIO
448
Beacon Capital Management Inc (Ohio)
Ohio
$62.9M +$3M +5,093 +5%
USCWA
449
U.S. Capital Wealth Advisors
Texas
$62.9M -$19.2M -32,624 -23%
PLU
450
Performa Ltd (US)
South Carolina
$62.7M -$9.36M -15,895 -13%

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.