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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
RBC
951
Romano Brothers & Co
Illinois
$18.5M -$15.3K -26 -0.1%
TCOTS
952
Trust Company of the South
North Carolina
$18.4M -$116K -197 -0.6%
RCWM
953
Royal Capital Wealth Management
Indiana
$18.4M +$419K +712 +2%
EE
954
EWG Elevate
California
$18.4M +$3.49M +5,917 +23%
IFPG
955
Intrepid Financial Planning Group
Indiana
$18.3M -$785K -1,332 -4%
LWMI
956
Landmark Wealth Management (Illinois)
Illinois
$18.2M -$1.23M -2,094 -6%
OC
957
Oakworth Capital
Alabama
$18.2M +$433K +735 +2%
CBB
958
Citizens Business Bank
California
$18.2M +$5.56M +9,442 +56%
SHF
959
Safe Harbor Fiduciary
Florida
$18.2M -$465K -789 -2%
BSG
960
Black Swift Group
Colorado
$18.2M +$5.82M +9,873 +47%
JGC
961
J. Goldman & Co
New York
$18.1M -$67.4M -114,418 -79%
HC
962
Henshaw Capital
Massachusetts
$18.1M
HIP
963
HUB Investment Partners
Texas
$18.1M -$1.61M -2,734 -8%
FWA
964
FSC Wealth Advisors
New York
$18M +$698K +1,185 +4%
JIM
965
JCP Investment Management
Texas
$18M
SC
966
Sepio Capital
Utah
$18M -$4.29M -7,286 -19%
VAM
967
Verity Asset Management
North Carolina
$18M +$1.21M +2,051 +6%
PAG
968
Private Advisory Group
Washington
$18M -$2.19M -3,725 -11%
HT
969
Heritage Trust
Oklahoma
$17.8M +$17.9M +30,449 New
PTC
970
Private Trust Company
Ohio
$17.8M -$997K -1,693 -5%
LF
971
LifeSteps Financial
California
$17.8M +$10.6K +18 +0.1%
PIM
972
Penobscot Investment Management
Massachusetts
$17.8M +$285K +483 +2%
DL
973
DOHJ LLC
Washington
$17.8M +$2.33M +3,961 +15%
YIA
974
YHB Investment Advisors
Connecticut
$17.8M +$628K +1,066 +4%
PFP
975
Paragon Financial Partners
California
$17.8M -$646K -1,097 -3%

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.