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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
LFAS
1076
Level Four Advisory Services
Texas
$15M +$795K +1,349 +6%
PWA
1077
PCG Wealth Advisors
Kansas
$15M -$262K -445 -2%
BMCM
1078
Bryn Mawr Capital Management
Pennsylvania
$14.9M +$30K +51 +0.2%
ITC
1079
Inspire Trust Company
Nevada
$14.9M -$428K -727 -3%
SCTC
1080
Sanibel Captiva Trust Company
Florida
$14.9M +$392K +665 +3%
HTIM
1081
Harbour Trust & Investment Management
Indiana
$14.9M -$336K -571 -2%
GAM
1082
GEM Asset Management
Michigan
$14.9M +$17.7K +30 +0.1%
AC
1083
Annandale Capital
Texas
$14.8M -$418K -710 -3%
AFA
1084
Atlas Financial Advisors
California
$14.8M -$1.02M -1,733 -6%
BFG
1085
Bouchey Financial Group
New York
$14.8M -$594K -1,009 -4%
CWI
1086
Conscious Wealth Investments
Florida
$14.8M +$157K +266 +1%
RIL
1087
Rothschild Investment LLC
Illinois
$14.7M -$44.2K -75 -0.3%
TYCC
1088
Texas Yale Capital Corp
Florida
$14.7M +$1.12M +1,895 +8%
PCG
1089
PFC Capital Group
California
$14.7M -$64.2K -109 -0.4%
FLC
1090
Fifth Lane Capital
Texas
$14.7M
TIP
1091
Tandem Investment Partners
New Jersey
$14.7M +$14.7M +24,999 New
TIM
1092
Tortoise Investment Management
New York
$14.6M -$1.42M -2,418 -9%
OIS
1093
Okabena Investment Services
Minnesota
$14.6M +$1.62M +2,746 +12%
CAM
1094
Cacti Asset Management
Georgia
$14.6M
BFG
1095
Berger Financial Group
Minnesota
$14.6M -$1.35M -2,284 -8%
WB
1096
WesBanco Bank
West Virginia
$14.5M -$1.94M -3,298 -12%
OLA
1097
Oliver Luxxe Assets
New Jersey
$14.5M +$7.32M +12,420 +99%
WWA
1098
WCG Wealth Advisors
Nevada
$14.5M -$1.26M -2,138 -8%
BB
1099
Bell Bank
North Dakota
$14.5M -$179K -304 -1%
RFA
1100
Reyes Financial Architecture
California
$14.5M +$14.6M +24,714 New

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.