We are live on ! Find out more
SPY icon

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
SPC
476
Sigma Planning Corp
Michigan
$50.1M +$27.2M +54,609 +133%
NAM
477
NTV Asset Management
West Virginia
$50.1M -$819K -1,646 -2%
UCFA
478
United Capital Financial Advisors
Texas
$50.1M +$476K +957 +1%
FFBTD
479
First Financial Bank - Trust Division
Ohio
$49.9M +$15.9M +31,887 +50%
GIA
480
Gladstone Institutional Advisory
Florida
$49.7M -$5.17M -10,387 -10%
CA
481
Crewe Advisors
Utah
$49.4M +$129K +260 +0.3%
GAB
482
German American Bancorp
Indiana
$49.1M -$101K -202 -0.2%
GWM
483
Greenhouse Wealth Management
Connecticut
$49M -$1.27M -2,544 -3%
YLHM
484
Yelin Lapidot Holdings Management
Israel
$49M +$1.35M +2,708 +3%
ASN
485
Advisory Services Network
Georgia
$48.8M -$5.05M -10,142 -10%
BAM
486
Belpointe Asset Management
Nevada
$48.8M -$16.9M -34,015 -27%
SC
487
Savant Capital
Illinois
$48.8M +$345K +693 +0.7%
Natixis Advisors
488
Natixis Advisors
Massachusetts
$48.7M +$13.7M +27,488 +42%
RWP
489
RWA Wealth Partners
Massachusetts
$48.7M +$2.75M +5,530 +6%
EWM
490
Empirical Wealth Management
Washington
$48.6M -$601K -1,208 -1%
Vanguard Group
491
Vanguard Group
Pennsylvania
$48.6M +$643K +1,291 +1%
WCAMG
492
Woodard & Company Asset Management Group
North Carolina
$48.5M -$1.76M -3,531 -4%
CG
493
Cynosure Group
Utah
$48.4M -$1.15M -2,317 -2%
OC
494
Oppenheimer & Co
New York
$48.4M +$7.26M +14,581 +19%
SB
495
Simmons Bank
Arkansas
$48.2M -$2.4M -4,821 -5%
WPW
496
Waldron Private Wealth
Pennsylvania
$47.6M -$4.87M -9,778 -10%
MFG
497
Merit Financial Group
Georgia
$47.5M +$4.55M +9,137 +11%
RWA
498
Redhawk Wealth Advisors
Minnesota
$47.4M +$16.2M +32,577 +56%
DADC
499
D.A. Davidson & Co
Montana
$46.9M +$959K +1,926 +2%
SHIM
500
Stone House Investment Management
Pennsylvania
$46.8M +$8.1M +16,270 +22%

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.