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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
VAMG
1101
Voisard Asset Management Group
Michigan
$14.5M -$5.79M -9,820 -28%
Empower Advisory Group
1102
Empower Advisory Group
Colorado
$14.4M +$176K +299 +1%
BAM
1103
BOS Asset Management
Illinois
$14.4M +$693K +1,177 +5%
LCWM
1104
Legacy Capital Wealth Management
Texas
$14.4M +$14.4M +24,522 New
CPSAC
1105
Chas P. Smith & Associates (CPS)
Florida
$14.4M +$34.2K +58 +0.2%
SS
1106
SBI Securities
Japan
$14.3M +$14.4M +24,431 New
MCM
1107
Moon Capital Management
New York
$14.3M +$14.4M +24,373 New
CCA
1108
Childress Capital Advisors
Texas
$14.3M +$580K +984 +4%
BLC
1109
Brown, Lisle/Cummings
Rhode Island
$14.3M +$23.6K +40 +0.2%
GSC
1110
G&S Capital
Colorado
$14.3M +$422K +716 +3%
AB
1111
ANB Bank
Colorado
$14.2M +$14.3M +24,283 New
PFA
1112
Pathway Financial Advisors
Vermont
$14.2M -$29.5K -50 -0.2%
NFG
1113
Nadler Financial Group
Illinois
$14.2M +$113K +192 +0.8%
CWC
1114
Carolinas Wealth Consulting
North Carolina
$14.2M -$676K -1,148 -5%
MC
1115
Mount Capital
United Kingdom
$14.1M +$7.19M +12,200 +103%
MIM
1116
Marco Investment Management
Georgia
$14.1M +$1.44M +2,444 +11%
BA
1117
Bristlecone Advisors
Washington
$14.1M -$47.7K -81 -0.3%
CI
1118
Cavalier Investments
Georgia
$14.1M -$220K -373 -2%
IAIM
1119
Industrial Alliance Investment Management
Quebec, Canada
$14.1M -$54.9M -93,267 -80%
MI
1120
Moneywise Inc
Virginia
$14M +$2.07M +3,520 +17%
VPP
1121
Vertex Planning Partners
Illinois
$14M -$8.44M -14,331 -37%
CG
1122
Corundum Group
Colorado
$14M +$6.23M +10,580 +79%
AI
1123
Accredited Investors
Minnesota
$14M +$118K +200 +0.8%
RCMF
1124
RK Capital Management (Florida)
Florida
$13.9M -$1.13M -1,918 -7%
GKWIM
1125
Gerber Kawasaki Wealth & Investment Management
California
$13.9M -$5.89K -10 -0%

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.