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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
WA
701
WestEnd Advisors
North Carolina
$31.3M +$27.6M +46,803 +702%
MSCM
702
McElhenny Sheffield Capital Management
Texas
$31.3M -$516K -876 -2%
MAS
703
MPWM Advisory Solutions
Georgia
$31.3M +$31.5M +53,423 New
TPSF
704
Texas Permanent School Fund
Texas
$31.2M +$25.8M +43,723 +462%
GEA
705
Glen Eagle Advisors
New Jersey
$31.2M +$1.55M +2,626 +5%
OC
706
Oakmont Corp
California
$31.1M +$31.3M +53,101 New
KWMG
707
King Wealth Management Group
Florida
$31.1M +$285K +483 +0.9%
FHC
708
First Heartland Consultants
Missouri
$31M +$1.22M +2,073 +4%
HCM
709
Helios Capital Management
Singapore
$30.8M
SMC
710
Smith, Moore & Co
Missouri
$30.7M +$427K +724 +1%
CWP
711
Capital Wealth Planning
Florida
$30.7M +$138K +234 +0.4%
KCP
712
Kera Capital Partners
California
$30.7M +$30.8M +52,320 New
CG
713
Caprock Group
Idaho
$30.6M -$14.7K -25 -0%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$30.6M +$584K +991 +2%
MWM
715
Mission Wealth Management
California
$30.5M +$3.2M +5,435 +12%
TNBTD
716
Trustmark National Bank Trust Department
Mississippi
$30.5M -$65.4K -111 -0.2%
WC
717
Westwind Capital
New Mexico
$30.4M +$29.4M +49,917 +2,464%
SEM
718
Strategic Equity Management
Arizona
$30.3M +$1.75M +2,965 +6%
OP
719
ORG Partners
Indiana
$30.2M +$17.7M +30,012 +140%
DWT
720
Dorsey & Whitney Trust
South Dakota
$30.2M -$6M -10,180 -17%
GA
721
GFS Advisors
Texas
$30.2M +$30.3M +51,472 New
CFO
722
Callan Family Office
Pennsylvania
$30.2M -$3.64M -6,185 -11%
PWM
723
Palumbo Wealth Management
New York
$30.1M +$6.69M +11,348 +28%
BFO
724
Boston Family Office
Massachusetts
$30.1M -$3.57M -6,051 -11%
MWM
725
MTC Wealth Management
Florida
$30.1M -$1.04M -1,768 -3%

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.