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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
NPT
1001
Nixon Peabody Trust
Massachusetts
$16.9M +$171K +290 +1%
AWM
1002
Axxcess Wealth Management
California
$16.9M -$3.02M -5,123 -15%
CCWA
1003
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.9M -$54.8K -93 -0.3%
LCWP
1004
Legacy Capital Wealth Partners
Arkansas
$16.9M -$45M -76,451 -49%
SIC
1005
Salem Investment Counselors
North Carolina
$16.8M +$81.3K +138 +0.5%
YDMI
1006
Y.D. More Investments
Israel
$16.8M +$41.2K +70 +0.2%
CC
1007
Cypress Capital
Tennessee
$16.8M -$4.1M -6,960 -20%
BL
1008
Bleichroeder LP
New York
$16.7M +$15.4M +26,100 +1,057%
TC
1009
TAP Consulting
Missouri
$16.7M +$153K +260 +0.9%
LPAM
1010
Lodestar Private Asset Management
California
$16.7M -$60.1K -102 -0.4%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$16.7M +$429K +729 +3%
PFM
1012
Patton Fund Management
Texas
$16.7M -$589K -1,000 -3%
BEI
1013
Benjamin Edwards Inc
Missouri
$16.6M +$501K +850 +3%
IA
1014
Insight Advisors
Pennsylvania
$16.5M +$3.27M +5,542 +25%
FFA
1015
Fi3 Financial Advisors
Indiana
$16.5M -$373K -633 -2%
AIS
1016
American Investment Services
Massachusetts
$16.5M +$17.1K +29 +0.1%
AP
1017
Americana Partners
Texas
$16.5M -$5.33M -9,048 -24%
CHJWM
1018
Carlton Hofferkamp & Jenks Wealth Management
Texas
$16.5M +$35.4K +60 +0.2%
SIM
1019
Seaview Investment Managers
Florida
$16.5M +$5.36M +9,102 +48%
NP
1020
Nilsine Partners
Colorado
$16.5M +$882K +1,497 +6%
TCA
1021
Trifecta Capital Advisors
Illinois
$16.5M -$543K -922 -3%
AC
1022
ASB Consultores
Florida
$16.4M +$230K +390 +1%
AC
1023
Avestar Capital
New York
$16.4M +$4.79M +8,131 +41%
S
1024
Sachetta
Massachusetts
$16.4M +$722K +1,226 +5%
GFP
1025
Gryphon Financial Partners
Ohio
$16.3M -$7.09M -12,039 -30%

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.