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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
MWPCG
1051
Measured Wealth Private Client Group
New Hampshire
$15.6M -$724K -1,229 -4%
SWA
1052
Sax Wealth Advisors
New Jersey
$15.6M +$169K +286 +1%
CSD
1053
Clear Street Derivatives
New York
$15.6M +$7.96M +13,508 +103%
FA
1054
Fiducient Advisors
Illinois
$15.6M -$690K -1,172 -4%
TC
1055
Trilogy Capital
California
$15.6M +$12.9M +21,826 +459%
SAS
1056
Stelac Advisory Services
New York
$15.6M -$529K -898 -3%
FPW
1057
Flagship Private Wealth
Massachusetts
$15.5M -$330K -560 -2%
IAS
1058
IMA Advisory Services
Colorado
$15.5M +$15.6M +26,493 New
WIA
1059
Wealthedge Investment Advisors
New York
$15.5M +$15.6M +26,470 New
GA
1060
Guerra Advisors
Florida
$15.5M +$15.6M +26,447 New
NG
1061
Norden Group
Utah
$15.5M +$504K +856 +3%
IWA
1062
Icon Wealth Advisors
Texas
$15.4M +$141K +240 +0.9%
PWM
1063
Peterson Wealth Management
Nevada
$15.4M +$609K +1,034 +4%
PA
1064
PFG Advisors
Arizona
$15.4M -$517K -878 -3%
LT
1065
Legacy Trust
Michigan
$15.4M -$904K -1,535 -6%
MC
1066
Moors & Cabot
Massachusetts
$15.4M +$506K +858 +3%
IF
1067
Integrity Financial
Wyoming
$15.3M +$226K +383 +1%
WEG
1068
World Equity Group
Illinois
$15.3M +$7.98M +13,541 +108%
OFS
1069
Oldfather Financial Services
Nebraska
$15.3M -$137K -233 -0.9%
MIA
1070
MMBG Investment Advisors
Florida
$15.2M -$1.88M -3,193 -11%
GP
1071
Gridiron Partners
Pennsylvania
$15.2M
MWP
1072
MYCIO Wealth Partners
Pennsylvania
$15.2M +$569K +965 +4%
TAM
1073
Titleist Asset Management
Texas
$15.2M +$1.32M +2,243 +9%
SMA
1074
Sage Mountain Advisors
Georgia
$15.2M +$5.7M +9,679 +60%
IAIM
1075
International Assets Investment Management
Florida
$15M -$8.39B -14,234,543 -100%

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.