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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
SMC
676
Smith, Moore & Co
Missouri
$26.4M +$370K +743 +1%
CA
677
Claro Advisors
Massachusetts
$26.4M -$1.58M -3,164 -6%
SIAG
678
Safeguard Investment Advisory Group
California
$26.3M +$1.91M +3,842 +8%
RL
679
Retireful LLC
Michigan
$26.3M +$14.4M +28,851 +135%
GEA
680
Glen Eagle Advisors
New Jersey
$26.2M +$34.4K +69 +0.1%
CWP
681
Capital Wealth Planning
Florida
$26.2M -$19.4K -39 -0.1%
CM
682
Crestline Management
Texas
$26.2M
CF
683
Copperwynd Financial
Arizona
$25.9M +$1.3M +2,607 +6%
TA
684
TrueWealth Advisors
Alabama
$25.8M -$3.37M -6,775 -12%
JGC
685
J. Goldman & Co
New York
$25.8M +$15.8M +31,733 +180%
BJL
686
Brighton Jones LLC
Washington
$25.8M -$340K -682 -1%
FTS
687
Fifth Third Securities
Ohio
$25.8M -$2.62M -5,255 -10%
OFG
688
Oxford Financial Group
Indiana
$25.7M +$198K +397 +0.8%
PWMAG
689
Pinnacle Wealth Management Advisory Group
New Jersey
$25.7M -$131K -263 -0.5%
ACH
690
Axis Capital Holdings
Bermuda
$25.7M
AP
691
Archon Partners
New Jersey
$25.7M
FCP
692
Fidelis Capital Partners
Florida
$25.7M +$2.75M +5,526 +13%
VFPI
693
Vantage Financial Partners (Illinois)
Illinois
$25.5M -$4.38M -8,802 -15%
IFO
694
Independent Family Office
New York
$25.5M +$1.99K +4 +0%
AFS
695
Aft Forsyth & Sober
Florida
$25.4M -$498K -1,000 -2%
KIA
696
KCM Investment Advisors
California
$25.4M -$191K -383 -0.8%
LFG
697
Lazard Frères Gestion
France
$25.4M +$299K +601 +1%
HCM
698
Helios Capital Management
Singapore
$25.1M
FCA
699
Fortis Capital Advisors
Kansas
$25.1M -$1.44M -2,887 -6%
PAM
700
Palisade Asset Management
Minnesota
$25M -$102K -205 -0.4%

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.