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State Street SPDR S&P 500 ETF Trust

3,794 hedge funds and large institutions have $328B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,585 increasing their positions, 1,478 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 105

1.75% more ownership

Funds ownership: 55.41%57.16% (+1.7%)

1% more funds holding

Funds holding: 3,7523,794 (+42)

7% more repeat investments, than reductions

Existing positions increased: 1,585 | Existing positions reduced: 1,478

3% less capital invested

Capital invested by funds: $337B → $328B (-$9.3B)

1% less funds holding in top 10

Funds holding in top 10: 1,0571,044 (-13)

58% less call options, than puts

Call options by funds: $271B | Put options by funds: $643B

Holders
3,794
Holders Change
+42
Holders Change %
+1.12%
% of All Funds
54.47%
Holding in Top 10
1,044
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.23%
% of All Funds
14.99%
New
196
Increased
1,585
Reduced
1,478
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Modera Wealth Management
New Jersey
$53M -$554K -1,002 -1%
WCAMG
477
Woodard & Company Asset Management Group
North Carolina
$53M -$35.4K -64 -0.1%
KPWS
478
Kestra Private Wealth Services
Texas
$52.4M +$6.93M +12,539 +16%
CIA
479
Choate Investment Advisors
Massachusetts
$52.4M -$200K -362 -0.4%
FAIM
480
Financial Advocates Investment Management
Washington
$52.4M -$4.49M -8,128 -8%
BB
481
Berkshire Bank
Massachusetts
$52.3M -$5.77M -10,441 -10%
CIS
482
Connors Investor Services
Pennsylvania
$52M -$3.82M -6,905 -7%
FIM
483
Freedom Investment Management
Connecticut
$52M -$2.82M -5,095 -5%
UCFA
484
United Capital Financial Advisors
Texas
$51.5M -$884K -1,598 -2%
GCM
485
Granby Capital Management
Florida
$51.4M
WPW
486
Waldron Private Wealth
Pennsylvania
$51.3M -$394K -712 -0.8%
WorldQuant Millennium Advisors
487
WorldQuant Millennium Advisors
New York
$51.1M +$49.2M +88,990 New
SWM
488
SFG Wealth Management
Maryland
$51M +$626K +1,132 +1%
TFG
489
Tull Financial Group
Virginia
$51M +$49.1M +88,806 New
MFG
490
Merit Financial Group
Georgia
$50.8M -$737K -1,333 -1%
FFBTD
491
First Financial Bank - Trust Division
Ohio
$50.8M -$3.34M -6,034 -6%
Allspring Global Investments
492
Allspring Global Investments
North Carolina
$50.7M +$7.47M +13,514 +18%
HPC
493
Hobart Private Capital
North Carolina
$50.3M -$7.25M -13,104 -13%
CA
494
Cumberland Advisors
Florida
$50.2M -$323K -585 -0.7%
SWM
495
Spire Wealth Management
Virginia
$50.1M -$343K -621 -0.7%
SF
496
Summit Financial
New Jersey
$50M +$6.28M +11,356 +15%
IFG
497
Independent Financial Group
California
$49.9M +$2.5M +4,529 +5%
CPIG
498
Chicago Partners Investment Group
Illinois
$49.8M +$981K +1,775 +2%
JWCA
499
J.W. Cole Advisors
Florida
$49.7M +$163K +294 +0.3%
SB
500
Simmons Bank
Arkansas
$49.6M -$1.46M -2,632 -3%

SPY Hedge Fund Activity: Q3 2024 in Review

3,794 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2024, worth a combined $328B — down 2.8% from $337B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new SPY positions and 105 closed out — a net gain of 91 holders — while 1,585 added to existing stakes and 1,478 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $7.87B. The largest seller was Strategic Financial Concepts, cutting an estimated $1.42B.

  • 3,794 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2024, up from 3,752 in Q2 2024.
  • Funds reported $328B of State Street SPDR S&P 500 ETF Trust stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 196 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2024 and 105 closed out, a net change of +91 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $7.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.