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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
GFS
801
GYL Financial Synergies
Connecticut
$19.7M +$688K +1,381 +4%
FTA
802
Financial & Tax Architects
Missouri
$19.7M -$128K -258 -0.7%
SEM
803
Strategic Equity Management
Arizona
$19.6M +$2.34M +4,701 +14%
AFG
804
Albion Financial Group
Utah
$19.6M
OC
805
Oakworth Capital
Alabama
$19.5M -$121K -243 -0.6%
FMWA
806
Forvis Mazars Wealth Advisors
Missouri
$19.5M +$297K +596 +2%
AWM
807
Aprio Wealth Management
Georgia
$19.5M +$22.9K +46 +0.1%
FM
808
Family Management
New York
$19.5M -$6.1M -12,249 -25%
CCA
809
Cobblestone Capital Advisors
New York
$19.5M -$801K -1,608 -4%
AC
810
ASB Consultores
Florida
$19.4M +$3.46M +6,949 +23%
PWM
811
Palumbo Wealth Management
New York
$19.4M +$1.39M +2,802 +8%
TWM
812
Thrive Wealth Management
Pennsylvania
$19.4M +$6.97K +14 +0%
MOS
813
MGO One Seven
Ohio
$19.3M -$8.82M -17,719 -32%
Simplex Trading
814
Simplex Trading
Illinois
$19.3M +$18.4M +36,861 New
BEC
815
Blue Edge Capital
Virginia
$19.3M +$2.02M +4,051 +12%
PTC
816
Private Trust Company
Ohio
$19.2M +$978K +1,965 +6%
CGL
817
Clarius Group LLC
Washington
$19.2M -$5.55M -11,156 -23%
TM
818
Tikvah Management
North Carolina
$19.2M
LA
819
Legacy Advisors
Pennsylvania
$19.2M -$26.9K -54 -0.1%
GFP
820
Gryphon Financial Partners
Ohio
$19.1M -$2.25M -4,515 -11%
HW
821
Hancock Whitney
Mississippi
$19.1M -$3.36M -6,749 -16%
VAM
822
Verity Asset Management
North Carolina
$19M +$529K +1,063 +3%
BFG
823
Baron Financial Group
New Jersey
$19M -$731K -1,469 -4%
SAM
824
Securian Asset Management
Minnesota
$18.9M -$199M -399,382 -92%
SB
825
Sunflower Bank
Texas
$18.8M -$294K -591 -2%

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.