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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
UW
726
Unique Wealth
Florida
$25.9M +$5.25M +9,490 +27%
ECML
727
Eagle Capital Management (Louisiana)
Louisiana
$25.8M +$28.8K +52 +0.1%
PWW
728
Pettyjohn Wood & White
Virginia
$25.8M -$361K -653 -1%
SWMG
729
Sanchez Wealth Management Group
Florida
$25.7M +$1.85M +3,338 +8%
NC
730
NewSquare Capital
Pennsylvania
$25.7M -$14.7M -26,599 -37%
AGM
731
Aragon Global Management
Florida
$25.6M
LA
732
Lane & Associates
New Jersey
$25.4M +$1.94M +3,509 +9%
FCM
733
Firestone Capital Management
Florida
$25.3M -$536K -970 -2%
HFRG
734
Houlihan Financial Resource Group
Virginia
$25.3M -$80.7K -146 -0.3%
AWM
735
Angeles Wealth Management
California
$25.1M -$425K -768 -2%
LFASL
736
Lugano Financial Advisors SA (LFA)
Switzerland
$25.1M +$1.14M +2,070 +5%
OPCM
737
Osborne Partners Capital Management
California
$25M +$27.1K +49 +0.1%
Capital Fund Management (CFM)
738
Capital Fund Management (CFM)
France
$25M -$124M -225,018 -84%
XC
739
XY Capital
Hong Kong
$25M +$16.7M +30,271 +229%
AIP
740
ARS Investment Partners
New York
$24.9M +$439K +794 +2%
FIBT
741
First International Bank & Trust
North Dakota
$24.9M +$212K +383 +0.9%
DACS
742
Dymon Asia Capital (Singapore)
Singapore
$24.9M +$17.8M +32,171 +288%
KWM
743
Kingsview Wealth Management
Oregon
$24.9M +$6.33M +11,451 +36%
CA
744
Claro Advisors
Massachusetts
$24.9M -$746K -1,350 -3%
LCM
745
LCM Capital Management
Illinois
$24.8M +$68.6K +124 +0.3%
TSW
746
Thompson Siegel & Walmsley
Virginia
$24.7M -$184K -332 -0.8%
ODG
747
O'Dell Group
Ohio
$24.6M -$322K -582 -1%
PWA
748
Provenance Wealth Advisors
Florida
$24.6M +$69.7K +126 +0.3%
FBFS
749
First Business Financial Services
Wisconsin
$24.6M -$952K -1,721 -4%
CGPCS
750
Capital Group Private Client Services
California
$24.6M -$778K -1,407 -3%

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.