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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
IBOK
851
Independence Bank of Kentucky
Kentucky
$19.8M -$3.48M -6,291 -15%
CCA
852
Cobblestone Capital Advisors
New York
$19.7M -$188K -340 -1%
PAG
853
Private Advisory Group
Washington
$19.7M +$19M +34,362 New
SAW
854
Signal Advisors Wealth
Michigan
$19.7M +$17.7M +32,030 +1,400%
MCM
855
Magnolia Capital Management
New York
$19.7M -$191K -345 -1%
Axa
856
Axa
France
$19.7M
WFA
857
Wellspring Financial Advisors
Ohio
$19.6M -$2.04M -3,687 -10%
VAM
858
Verity Asset Management
North Carolina
$19.6M -$4.65M -8,414 -20%
MWA
859
Meridian Wealth Advisors
Texas
$19.5M +$499K +902 +3%
PA
860
Paragon Advisors
Texas
$19.5M +$18.6M +33,563 +8,068%
AWM
861
Axxcess Wealth Management
California
$19.5M +$821K +1,485 +5%
AAG
862
Armstrong Advisory Group
Massachusetts
$19.3M +$185K +335 +1%
ATPW
863
Ashton Thomas Private Wealth
Arizona
$19.3M +$1.49M +2,688 +9%
HIP
864
HUB Investment Partners
Texas
$19.3M +$4.49M +8,125 +32%
HFAS
865
Hummer Financial Advisory Services
Illinois
$19.3M -$50.9K -92 -0.3%
AIM
866
Aspen Investment Management
Michigan
$19.2M +$391K +707 +2%
AWM
867
Aprio Wealth Management
Georgia
$19.2M -$798K -1,444 -4%
RA
868
Resolute Advisors
California
$19.2M +$50.9K +92 +0.3%
LWMI
869
Landmark Wealth Management (Illinois)
Illinois
$19M +$3.24M +5,857 +21%
SHJ
870
Sharkey, Howes & Javer
Colorado
$19M +$16.1M +29,045 +702%
BFG
871
Baron Financial Group
New Jersey
$19M -$838K -1,516 -4%
Capital International Investors
872
Capital International Investors
California
$18.9M -$2.93M -5,304 -14%
NEPWA
873
New England Private Wealth Advisors
Massachusetts
$18.9M -$347K -627 -2%
SB
874
Sunflower Bank
Texas
$18.9M -$1.66K -3 -0%
SMA
875
Seven Mile Advisory
New Jersey
$18.8M +$807K +1,459 +5%

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.