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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
VCMGDR
701
Vinland Capital Management Gestora de Recursos
Brazil
$25M +$23.8M +47,720 New
TMWM
702
Taylor & Morgan Wealth Management
Michigan
$25M +$517K +1,039 +2%
CAG
703
Crestwood Advisors Group
Massachusetts
$25M +$674K +1,353 +3%
VCA
704
Verdence Capital Advisors
Maryland
$24.9M -$929K -1,865 -4%
FA
705
Fiduciary Alliance
South Carolina
$24.9M +$1.32M +2,649 +6%
BWP
706
BSW Wealth Partners
Colorado
$24.9M -$153K -308 -0.6%
M
707
MOTCO
Texas
$24.7M -$97.1K -195 -0.4%
SI
708
Scharf Investments
California
$24.7M -$7.63M -15,321 -24%
WS
709
Wedbush Securities
California
$24.7M +$436K +876 +2%
MWM
710
Moran Wealth Management
Florida
$24.6M -$11.8M -23,647 -33%
PR
711
Payden & Rygel
California
$24.5M +$1.31M +2,640 +6%
PRIG
712
Payden & Rygel Investment Group
California
$24.5M +$23.3M +46,896 New
QCM
713
Quantinno Capital Management
New York
$24.4M +$2.16M +4,333 +10%
WF
714
Welch & Forbes
Massachusetts
$24.4M -$10.8M -21,711 -32%
NAM
715
NorthCrest Asset Manangement
Minnesota
$24.4M -$2.25M -4,520 -9%
JRP
716
Jasper Ridge Partners
California
$24.4M +$155K +311 +0.7%
ANB
717
Amarillo National Bank
Texas
$24.3M -$82.1K -165 -0.4%
OPCM
718
Osborne Partners Capital Management
California
$24.2M -$828K -1,663 -3%
RCA
719
Resonant Capital Advisors
Wisconsin
$23.9M +$498 +1 +0%
JFL
720
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.9M -$371K -745 -2%
LP
721
LMR Partners
United Kingdom
$23.8M +$21.2M +42,509 +1,433%
APC
722
Aspire Private Capital
North Carolina
$23.8M -$2.23M -4,473 -9%
BWAM
723
Boyd Watterson Asset Management
Ohio
$23.7M
AWM
724
Angeles Wealth Management
California
$23.7M +$1.38M +2,773 +7%
CWM
725
Congress Wealth Management
Massachusetts
$23.7M +$1.99M +4,001 +10%

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.