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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
SHJ
901
Sharkey, Howes & Javer
Colorado
$20.8M +$1.4M +2,379 +7%
ST
902
Sentinel Trust
Texas
$20.7M -$517K -877 -2%
LAS
903
LWM Advisory Services
Florida
$20.6M -$643K -1,091 -3%
LI
904
LMCG Investments
Massachusetts
$20.6M +$17.9M +30,308 +632%
Victory Capital Management
905
Victory Capital Management
Texas
$20.5M +$12.1M +20,535 +142%
BDL
906
Banque de Luxembourg
Luxembourg
$20.5M +$20.5M +34,778 New
CPA
907
Compass Planning Associates
Massachusetts
$20.5M +$20.6M +34,908 New
Financial Engines Advisors
908
Financial Engines Advisors
California
$20.3M -$813K -1,380 -4%
N
909
Nuveen
North Carolina
$20.3M +$15.5M +26,224 +312%
SC
910
Saiph Capital
New Jersey
$20.3M -$391K -664 -2%
AIP
911
Ameritas Investment Partners
Nebraska
$20.2M +$5.63M +9,555 +38%
WGC
912
Watts Gwilliam & Co
Arizona
$20.2M -$692K -1,175 -3%
BAM
913
Brave Asset Management
New Jersey
$20.2M -$359K -610 -2%
CCA
914
Cobblestone Capital Advisors
New York
$20.2M +$33K +56 +0.2%
BBWP
915
Beacon Bridge Wealth Partners
Pennsylvania
$20.2M -$729K -1,238 -3%
VCM
916
Virtue Capital Management
Tennessee
$20M +$1.06M +1,802 +6%
MWA
917
Meridian Wealth Advisors
Texas
$19.9M +$8.84K +15 +0%
GTAM
918
Global Trust Asset Management
Florida
$19.8M -$630K -1,069 -3%
AIM
919
Aspen Investment Management
Michigan
$19.7M +$135K +229 +0.7%
HFAS
920
Hummer Financial Advisory Services
Illinois
$19.7M
BCWM
921
Bartlett & Co Wealth Management
Ohio
$19.6M +$1.24M +2,106 +7%
BMCM
922
Black Maple Capital Management
Wisconsin
$19.5M -$2.36M -4,000 -11%
PFA
923
Pinnacle Family Advisors
Missouri
$19.4M +$11.9M +20,266 +158%
AWM
924
Aprio Wealth Management
Georgia
$19.4M -$181K -307 -0.9%
MCM
925
Magnolia Capital Management
New York
$19.4M -$750K -1,273 -4%

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.