We are live on ! Find out more
SPY icon

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
FFA
676
Farther Finance Advisors
California
$29.4M +$10.3M +18,581 +57%
CWP
677
Curated Wealth Partners
California
$29.4M +$2.33M +4,215 +9%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$29.3M +$562K +1,016 +2%
LAM
679
Lifestyle Asset Management
Texas
$29.2M -$109K -198 -0.4%
FHC
680
First Heartland Consultants
Missouri
$29.2M +$3.05M +5,516 +12%
WWM
681
Western Wealth Management
Colorado
$29.2M +$5.13M +9,286 +22%
TMWM
682
Taylor & Morgan Wealth Management
Michigan
$29.1M -$4.42K -8 -0%
HT
683
Headlands Technologies
Illinois
$29.1M +$12.7M +22,965 +83%
GEA
684
Glen Eagle Advisors
New Jersey
$29M +$17.1K +31 +0.1%
MAM
685
Madison Asset Management
Wisconsin
$28.7M +$1.39M +2,511 +5%
CAG
686
Crestwood Advisors Group
Massachusetts
$28.7M +$1.6M +2,885 +6%
AMCA
687
Arthur M. Cohen & Associates
Illinois
$28.6M -$328K -594 -1%
T. Rowe Price Associates
688
T. Rowe Price Associates
Maryland
$28.5M +$25.2M +45,612 +1,122%
MWM
689
Moran Wealth Management
Florida
$28.5M +$51.4K +93 +0.2%
FT
690
Fiduciary Trust
Massachusetts
$28.5M -$968K -1,751 -3%
SLAM
691
Swiss Life Asset Management
$28.3M +$5.64M +10,200 +26%
FNC
692
First National Corp
Massachusetts
$28.2M -$576K -1,041 -2%
ACH
693
Axis Capital Holdings
Bermuda
$28.2M
AP
694
Archon Partners
New Jersey
$28.2M
KIA
695
KCM Investment Advisors
California
$28M +$216K +390 +0.8%
SEM
696
Strategic Equity Management
Arizona
$28M +$4.32M +7,816 +19%
AFS
697
Aft Forsyth & Sober
Florida
$27.9M -$5.53K -10 -0%
SI
698
Symmetry Investments
Jersey
$27.9M +$9.44M +17,074 +54%
FF
699
Fluent Financial
Texas
$27.7M -$254K -460 -0.9%
OFG
700
Oxford Financial Group
Indiana
$27.7M -$228K -413 -0.8%

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.