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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
SIM
876
Seaview Investment Managers
Florida
$16.5M -$9.61M -19,299 -38%
LF
877
LifeSteps Financial
California
$16.5M -$241K -485 -2%
TCOTS
878
Trust Company of the South
North Carolina
$16.4M
RA
879
Resolute Advisors
California
$16.4M -$184K -369 -1%
SMA
880
Seven Mile Advisory
New Jersey
$16.4M +$151K +303 +1%
HR
881
Hardy Reed
Mississippi
$16.4M
PS
882
Portfolio Strategies
New York
$16.4M +$15.6M +31,416 New
PFM
883
Patton Fund Management
Texas
$16.4M -$790K -1,587 -5%
CAGAS
884
Capital Advisory Group Advisory Services
Minnesota
$16.3M +$301K +605 +2%
SFS
885
Starfox Financial Services
Texas
$16.2M +$288K +579 +2%
LGA
886
Lebenthal Global Advisors
New York
$16.2M +$25.9K +52 +0.2%
AAG
887
Armstrong Advisory Group
Massachusetts
$16.2M
PMFA
888
Plante Moran Financial Advisors
Michigan
$16.2M +$221K +443 +1%
HC
889
Henshaw Capital
Massachusetts
$16.2M
SAM
890
Silvercrest Asset Management
New York
$16.2M +$538K +1,080 +4%
OAM
891
Oppenheimer Asset Management
New York
$16.1M -$28.3M -56,880 -65%
AIM
892
Aspen Investment Management
Michigan
$16.1M +$1.28M +2,565 +9%
ASC
893
Atalanta Sosnoff Capital
New York
$16.1M -$17.6M -35,392 -53%
MWA
894
Meridian Wealth Advisors
Texas
$16.1M +$348K +699 +2%
Empower Advisory Group
895
Empower Advisory Group
Colorado
$16.1M -$5.54M -11,123 -27%
WAG
896
Winthrop Advisory Group
Massachusetts
$16M -$628K -1,261 -4%
ECM
897
Evergreen Capital Management
Washington
$16M -$437K -877 -3%
SEI Investments
898
SEI Investments
Pennsylvania
$16M +$283K +568 +2%
TWM
899
Tolleson Wealth Management
Texas
$16M -$178K -357 -1%
WCM
900
WealthBridge Capital Management
Ohio
$16M +$44.3K +89 +0.3%

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.