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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
AWM
601
Apollon Wealth Management
South Carolina
$39M +$6M +10,177 +18%
ZIM
602
Zacks Investment Management
Illinois
$38.9M +$6.44M +10,925 +20%
SWIG
603
Strategic Wealth Investment Group
Kentucky
$38.7M -$2.99M -5,074 -7%
HI
604
Harbour Investments
Wisconsin
$38.6M -$2.64M -4,474 -6%
GC
605
Guidance Capital
Kentucky
$38.5M +$728K +1,236 +2%
CFS
606
Commonwealth Financial Services
West Virginia
$38.1M +$814K +1,381 +2%
TFA
607
Trinity Financial Advisors
Ohio
$38.1M -$7.15M -12,139 -16%
WCM
608
Washburn Capital Management
Florida
$38.1M +$2.83M +4,810 +8%
Principal Financial Group
609
Principal Financial Group
Iowa
$37.9M -$3.47M -5,892 -8%
KHLMTHM
610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$37.8M +$944K +1,602 +3%
TPW
611
Tiller Private Wealth
Pennsylvania
$37.8M +$363K +616 +1%
HA
612
Hanover Advisors
South Carolina
$37.7M -$2.15M -3,652 -5%
BA
613
Birinyi Associates
Connecticut
$37.6M +$7.07K +12 +0%
CHAM
614
Clear Harbor Asset Management
Connecticut
$37.5M +$545K +925 +1%
M
615
MATAURO
New York
$37.4M +$37.6M +63,880 New
FTS
616
Fifth Third Securities
Ohio
$37.4M +$1.45M +2,462 +4%
ABC
617
Associated Banc-Corp
Wisconsin
$37.2M -$583K -990 -2%
EP
618
Edgestream Partners
New Jersey
$37.2M -$3.67M -6,221 -9%
ClearBridge Investments
619
ClearBridge Investments
New York
$37.2M +$33.1M +56,132 +771%
CF
620
Centaurus Financial
California
$37.1M -$524K -889 -1%
WAS
621
Wealth Advisory Solutions
Indiana
$37M -$114K -193 -0.3%
BA
622
Bridgewater Advisors
New York
$37M -$912K -1,548 -2%
BRWA
623
B. Riley Wealth Advisors
Florida
$37M -$13.6M -23,043 -27%
CT
624
Caldwell Trust
Florida
$37M -$415K -705 -1%
AGC
625
Aspen Grove Capital
Colorado
$36.6M +$429K +728 +1%

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.