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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
SFS
601
Solitude Financial Services
Virginia
$35.4M +$305K +551 +0.9%
NFG
602
Norris Financial Group
South Carolina
$35.4M -$1.92M -3,466 -5%
FCA
603
Fortis Capital Advisors
Kansas
$35.4M +$15.6M +28,135 +53%
DWT
604
Dorsey & Whitney Trust
South Dakota
$35.4M +$1.87M +3,387 +6%
FTS
605
Fifth Third Securities
Ohio
$35.2M -$3.3M -5,963 -9%
NP
606
Ninepoint Partners
Ontario, Canada
$35M -$2.65M -4,800 -7%
HPC
607
HM Payson & Co
Maine
$34.9M -$11.1M -20,107 -25%
DBIA
608
Dumont & Blake Investment Advisors
New Jersey
$34.9M -$33.9M -61,256 -50%
AL
609
Aspiriant LLC
California
$34.7M +$172K +311 +0.5%
MAWCM
610
Mine & Arao Wealth Creation & Management
California
$34.7M +$426K +770 +1%
WCM
611
Washburn Capital Management
Florida
$34.6M -$1.15M -2,086 -3%
CWM
612
Congress Wealth Management
Massachusetts
$34.5M +$4.1M +7,416 +14%
Renaissance Technologies
613
Renaissance Technologies
New York
$34.4M +$6.03M +10,900 +22%
AP
614
Aspect Partners
Virginia
$34.3M -$794K -1,436 -2%
CSPIA
615
Cary Street Partners Investment Advisory
Virginia
$34.1M -$650K -1,176 -2%
B
616
Barings
North Carolina
$34.1M -$35.4M -63,958 -52%
CTA
617
Chesley Taft & Associates
Illinois
$33.9M -$385K -697 -1%
MGP
618
Metis Global Partners
California
$33.7M -$12.1M -21,903 -27%
SIAG
619
Safeguard Investment Advisory Group
California
$33.6M +$1.81M +3,281 +6%
SA
620
Shilanski & Associates
Alaska
$33.3M -$3.83M -6,922 -11%
FNT
621
First Nebraska Trust
Nebraska
$33.2M +$53.1K +96 +0.2%
BL
622
BFSG LLC
California
$33.2M -$1.33M -2,400 -4%
CFO
623
Callan Family Office
Pennsylvania
$33.1M -$2.47M -4,467 -7%
MFG
624
Marmo Financial Group
Tennessee
$33.1M -$6.42M -11,604 -17%
MA
625
MKT Advisors
California
$33M -$74.6K -135 -0.2%

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.