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State Street SPDR S&P 500 ETF Trust

4,229 hedge funds and large institutions have $360B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 606 funds opening new positions, 1,667 increasing their positions, 1,468 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 606 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 1,667 | Existing positions reduced: 1,468

11% more funds holding

Funds holding: 3,7944,229 (+435)

10% more funds holding in top 10

Funds holding in top 10: 1,0441,147 (+103)

10% more capital invested

Capital invested by funds: $328B → $360B (+$32.3B)

1.85% less ownership

Funds ownership: 57.16%55.31% (-1.8%)

51% less call options, than puts

Call options by funds: $280B | Put options by funds: $573B

Holders
4,229
Holders Change
+435
Holders Change %
+11.47%
% of All Funds
55.7%
Holding in Top 10
1,147
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.87%
% of All Funds
15.11%
New
606
Increased
1,667
Reduced
1,468
Closed
98
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79B
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
876
PKS Advisory Services
New York
$21.7M +$21.8M +37,080 New
HH
877
Hilltop Holdings
Texas
$21.7M +$1.22M +2,077 +6%
TWP
878
Tyche Wealth Partners
Texas
$21.7M +$702K +1,192 +3%
PI
879
PFG Investments
New York
$21.7M +$692K +1,175 +3%
TWM
880
Thrive Wealth Management
Pennsylvania
$21.7M +$255K +432 +1%
WFA
881
Wellspring Financial Advisors
Ohio
$21.6M +$1.59M +2,700 +8%
AWM
882
Avior Wealth Management
Nebraska
$21.6M +$470K +798 +2%
BL
883
BFSG LLC
California
$21.6M -$12.3M -20,959 -36%
AFG
884
Albion Financial Group
Utah
$21.6M -$111K -188 -0.5%
FBB
885
Fulton Breakefield Broenniman
Maryland
$21.5M -$53.6K -91 -0.2%
OPCM
886
Osborne Partners Capital Management
California
$21.5M -$4.05M -6,870 -16%
TM
887
Tikvah Management
North Carolina
$21.5M
LIM
888
Leavell Investment Management
Alabama
$21.5M -$6.48K -11 -0%
AAG
889
Armstrong Advisory Group
Massachusetts
$21.4M +$1.71M +2,900 +9%
DWP
890
Daymark Wealth Partners
Ohio
$21.4M +$477K +809 +2%
Schroder Investment Management Group
891
Schroder Investment Management Group
United Kingdom
$21.4M +$7.46M +12,668 +54%
BEC
892
Blue Edge Capital
Virginia
$21.3M -$37.7K -64 -0.2%
IHWM
893
Iron Horse Wealth Management
Iowa
$21.2M +$586K +994 +3%
CCM
894
Consolidated Capital Management
California
$21.1M -$267K -454 -1%
SWM
895
Segment Wealth Management
Texas
$21.1M +$69.5K +118 +0.3%
TBWA
896
Three Bridge Wealth Advisors
California
$21.1M +$443K +752 +2%
NL
897
NEPC LLC
Massachusetts
$21M -$48.9K -83 -0.2%
BC
898
Belmont Capital
California
$21M -$185K -314 -0.9%
QPBE
899
Quintet Private Bank (Europe)
Luxembourg
$20.9M +$5.4M +9,163 +35%
HR
900
Hardy Reed
Mississippi
$20.9M +$2.45M +4,164 +13%

SPY Hedge Fund Activity: Q4 2024 in Review

4,229 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2024, worth a combined $360B — up 9.9% from $328B a quarter earlier.

Buyers outnumbered sellers: 606 funds opened new SPY positions and 98 closed out — a net gain of 508 holders — while 1,667 added to existing stakes and 1,468 trimmed.

The largest buyer was Capula Management, adding an estimated $5.08B. The largest seller was International Assets Investment Management, cutting an estimated $8.39B.

  • 4,229 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2024, up from 3,794 in Q3 2024.
  • Funds reported $360B of State Street SPDR S&P 500 ETF Trust stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 606 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2024 and 98 closed out, a net change of +508 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2024 was Capula Management, an estimated $5.08B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $8.39B sold.

Based on aggregated 13F filings for Q4 2024.