We are live on ! Find out more
SPY icon

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
SC
926
Solstein Capital
California
$16.9M +$1.38M +2,491 +9%
PFM
927
Patton Fund Management
Texas
$16.9M -$168K -304 -1%
IPW
928
Invictus Private Wealth
Colorado
$16.9M -$58.6K -106 -0.4%
BIAS
929
Beacon Investment Advisory Services
New Jersey
$16.8M +$297K +538 +2%
YIA
930
YHB Investment Advisors
Connecticut
$16.8M -$159K -288 -1%
LSA
931
L & S Advisors
California
$16.8M -$121K -219 -0.7%
MIA
932
MMBG Investment Advisors
Florida
$16.8M -$718K -1,298 -4%
MSAM
933
Moloney Securities Asset Management
Missouri
$16.8M +$203K +367 +1%
SB
934
Strategic Blueprint
Georgia
$16.7M -$14.4K -26 -0.1%
RAM
935
Readystate Asset Management
Illinois
$16.7M -$301M -544,461 -95%
TCA
936
Trifecta Capital Advisors
Illinois
$16.6M -$534K -965 -3%
SEIA
937
Signature Estate & Investment Advisors
California
$16.6M -$1.13M -2,046 -7%
CCWA
938
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.6M +$4.6M +8,314 +40%
FFA
939
Fi3 Financial Advisors
Indiana
$16.5M -$611K -1,105 -4%
WIM
940
Warwick Investment Management
Texas
$16.5M +$4.42K +8 +0%
SGDR
941
SPX Gestao de Recursos
Brazil
$16.5M +$1.57M +2,836 +11%
LPAM
942
Lodestar Private Asset Management
California
$16.4M -$65.8K -119 -0.4%
SIC
943
Salem Investment Counselors
North Carolina
$16.4M +$248K +449 +2%
GWMR
944
GC Wealth Management RIA
Massachusetts
$16.4M +$92.9K +168 +0.6%
NPT
945
Nixon Peabody Trust
Massachusetts
$16.4M +$1.4M +2,524 +10%
KNW
946
Kesler Norman & Wride
Utah
$16.3M +$163K +294 +1%
Koshinski Asset Management
947
Koshinski Asset Management
Illinois
$16.3M +$38.7K +70 +0.2%
YDMI
948
Y.D. More Investments
Israel
$16.3M +$203K +367 +1%
AUB
949
Atlantic Union Bankshares
Virginia
$16.3M -$335K -605 -2%
TC
950
TAP Consulting
Missouri
$16.2M +$75.8K +137 +0.5%

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.