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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
ZIM
626
Zacks Investment Management
Illinois
$30.1M -$7.38M -14,814 -20%
SL
627
Salomon & Ludwin
Virginia
$30M +$275K +553 +1%
FNT
628
First Nebraska Trust
Nebraska
$30M -$196K -393 -0.7%
ARC
629
Advisor Resource Council
Texas
$30M -$11.7M -23,465 -28%
MA
630
MKT Advisors
California
$29.9M -$930K -1,868 -3%
VCM
631
Verger Capital Management
North Carolina
$29.8M +$452K +908 +2%
FF
632
Fluent Financial
Texas
$29.8M -$320K -642 -1%
PP
633
Pegasus Partners
Wisconsin
$29.8M -$386K -776 -1%
TRSOTSOK
634
Teachers Retirement System of the State of Kentucky
Kentucky
$29.6M
HCM
635
Howland Capital Management
Massachusetts
$29.6M +$92.1K +185 +0.3%
KHLMTHM
636
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$29.5M -$4.96M -9,956 -15%
WWP
637
WR Wealth Planners
Missouri
$29.4M +$9.91M +19,904 +55%
MWM
638
MTC Wealth Management
Florida
$29.4M -$1.52M -3,058 -5%
DZ Bank
639
DZ Bank
Germany
$29.2M -$64M -128,554 -70%
AFS
640
AFG Fiduciary Services
Massachusetts
$29.1M +$122M +245,231 +398%
CPA
641
Cardiff Park Advisors
California
$29.1M +$286K +574 +1%
KPWS
642
Kestra Private Wealth Services
Texas
$29.1M +$478K +961 +2%
AWM
643
Apollon Wealth Management
South Carolina
$28.9M +$2.21M +4,433 +9%
BWM
644
BigSur Wealth Management
Florida
$28.9M +$199K +400 +0.7%
BSWA
645
Bromfield Sneider Wealth Advisors
Massachusetts
$28.8M -$468K -941 -2%
IIA
646
IPG Investment Advisors
California
$28.8M +$1.02M +2,054 +4%
AA
647
ACT Advisors
North Carolina
$28.8M +$27.4M +54,977 New
FWIA
648
Fort Washington Investment Advisors
Ohio
$28.8M +$5.11M +10,266 +23%
OIA
649
OneDigital Investment Advisors
Kansas
$28.6M +$60.7K +122 +0.2%
PCP
650
Proficio Capital Partners
Massachusetts
$28.5M +$844K +1,695 +3%

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.