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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
OAM
751
Oppenheimer Asset Management
New York
$24.3M +$2.07M +3,747 +10%
SCA
752
Snowden Capital Advisors
New York
$24.3M -$816K -1,475 -3%
JFL
753
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.3M -$216K -391 -0.9%
SAI
754
Systematic Alpha Investments
New Jersey
$24.2M
IG
755
ING Group
Netherlands
$24.1M
SFG
756
Sovereign Financial Group
Connecticut
$23.6M -$264K -477 -1%
WF
757
Welch & Forbes
Massachusetts
$23.6M +$273K +494 +1%
FFN
758
Focus Financial Network
Minnesota
$23.6M -$688K -1,245 -3%
CB
759
Cadence Bank
Mississippi
$23.6M -$412K -745 -2%
RIA
760
Regal Investment Advisors
Michigan
$23.5M -$2.26M -4,084 -9%
PAM
761
Palisade Asset Management
Minnesota
$23.5M -$191K -345 -0.8%
CA
762
Cresta Advisors
Texas
$23.4M +$1.76M +3,179 +8%
BWFA
763
Baltimore-Washington Financial Advisors
Maryland
$23.3M -$364K -659 -2%
RBC
764
Roble Belko & Company
Pennsylvania
$23.3M -$94K -170 -0.4%
SI
765
Scharf Investments
California
$23.2M +$3.37M +6,092 +18%
FM
766
Family Management
New York
$23.1M +$1.12M +2,024 +5%
KA
767
Kovack Advisors
Florida
$23M +$1.11M +2,008 +5%
PWM
768
Palumbo Wealth Management
New York
$23M -$107K -193 -0.5%
CPBTD
769
Central Pacific Bank - Trust Division
Hawaii
$22.9M +$138K +250 +0.6%
PA
770
Procyon Advisors
Connecticut
$22.9M +$426K +770 +2%
GFP
771
Gryphon Financial Partners
Ohio
$22.9M +$88.5K +160 +0.4%
GFS
772
GYL Financial Synergies
Connecticut
$22.8M +$435K +787 +2%
BA
773
Bellwether Advisors
Nebraska
$22.8M +$21.4M +38,644 +3,649%
CCM
774
Chilton Capital Management
Texas
$22.8M +$464K +839 +2%
BHBT
775
Burke & Herbert Bank & Trust
Virginia
$22.8M +$243K +440 +1%

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.