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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
EWM
676
Evermay Wealth Management
Virginia
$32.9M -$725K -1,230 -2%
LIA
677
LSP Investment Advisors
New York
$32.8M -$9.55M -16,210 -22%
MAM
678
Madison Asset Management
Wisconsin
$32.8M +$3.49M +5,925 +12%
MIA
679
Madison Investment Advisors
Wisconsin
$32.8M +$33M +55,969 New
MIFH
680
Migdal Insurance & Financial Holdings
Israel
$32.8M +$1.07M +1,822 +3%
ATC
681
Adirondack Trust Company
New York
$32.7M +$527K +894 +2%
CPA
682
Cardiff Park Advisors
California
$32.7M +$97.2K +165 +0.3%
VCM
683
Verger Capital Management
North Carolina
$32.6M +$1M +1,704 +3%
MA
684
MKT Advisors
California
$32.6M -$2.02M -3,425 -6%
PCM
685
Penserra Capital Management
California
$32.6M +$26.3M +44,706 +410%
GFL
686
Granite FO LLC
New Hampshire
$32.6M -$10.6K -18 -0%
RFP
687
Roth Financial Partners
Texas
$32.5M -$641K -1,088 -2%
MWM
688
Moran Wealth Management
Florida
$32.3M +$3.21M +5,448 +11%
RWA
689
Redhawk Wealth Advisors
Minnesota
$32.3M +$516K +876 +2%
DACS
690
Dymon Asia Capital (Singapore)
Singapore
$32.2M +$6.86M +11,648 +27%
CWM
691
Calamos Wealth Management
Illinois
$32.2M +$1.2M +2,043 +4%
ZI
692
ZEGA Investments
Florida
$32.2M +$31.2M +52,942 New
FFA
693
Farther Finance Advisors
California
$32.2M +$2.15M +3,650 +7%
KWA
694
Kellett Wealth Advisors
Ohio
$32.1M +$1.55M +2,636 +5%
SCM
695
Shapiro Capital Management
Georgia
$32.1M +$30.9M +52,523 +2,409%
HCM
696
Howland Capital Management
Massachusetts
$32M -$120K -204 -0.4%
ACM
697
Advance Capital Management
Michigan
$31.9M +$344K +584 +1%
LAM
698
Lifestyle Asset Management
Texas
$31.6M +$1.7M +2,893 +6%
TTWM
699
TCV Trust & Wealth Management
Virginia
$31.4M -$174K -295 -0.5%
BWM
700
BigSur Wealth Management
Florida
$31.3M -$446K -757 -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.