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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
DWM
626
Diversify Wealth Management
Utah
$33M +$1.28M +2,307 +4%
LA
627
LM Advisors
California
$32.9M -$106K -191 -0.3%
BFO
628
Boston Family Office
Massachusetts
$32.9M -$89K -161 -0.3%
EWM
629
Evermay Wealth Management
Virginia
$32.9M -$586K -1,060 -2%
BPC
630
Banque Pictet & Cie
Switzerland
$32.8M +$15.3M +27,719 +94%
SIA
631
Schechter Investment Advisors
Michigan
$32.7M -$1.11M -2,013 -3%
TRSOTSOK
632
Teachers Retirement System of the State of Kentucky
Kentucky
$32.5M
RFP
633
Roth Financial Partners
Texas
$32.4M -$241K -435 -0.8%
FWIA
634
Fort Washington Investment Advisors
Ohio
$32.4M +$372K +672 +1%
FA
635
Fiduciary Alliance
South Carolina
$32.4M +$1.83M +3,317 +6%
AWM
636
Apollon Wealth Management
South Carolina
$32.3M -$1.32M -2,385 -4%
CGA
637
Crescent Grove Advisors
Illinois
$32.3M -$2.23M -4,027 -7%
FCP
638
Fidelis Capital Partners
Florida
$32.2M +$1.84M +3,332 +6%
HCM
639
HMS Capital Management
Tennessee
$32M -$323K -585 -1%
BJL
640
Brighton Jones LLC
Washington
$32M +$2.42M +4,382 +9%
GFL
641
Granite FO LLC
New Hampshire
$31.9M +$4.98K +9 +0%
CPA
642
Cardiff Park Advisors
California
$31.9M -$99K -179 -0.3%
CL
643
CSS LLC
Illinois
$31.9M +$2.28M +4,127 +8%
PP
644
Pegasus Partners
Wisconsin
$31.8M -$411K -744 -1%
ZIM
645
Zacks Investment Management
Illinois
$31.8M -$2.28M -4,119 -7%
BBNA
646
Bremer Bank National Association
Minnesota
$31.6M -$1.16M -2,105 -4%
HCM
647
Hengehold Capital Management
Ohio
$31.6M +$2.08M +3,756 +7%
ATC
648
Adirondack Trust Company
New York
$31.5M +$231K +417 +0.8%
WWP
649
WR Wealth Planners
Missouri
$31.5M -$225K -407 -0.7%
HCM
650
Howland Capital Management
Massachusetts
$31.5M -$133K -240 -0.4%

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.