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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
NC
1151
NBW Capital
Massachusetts
$13.5M -$4.15M -7,043 -23%
OFG
1152
Opulen Financial Group
Virginia
$13.4M +$13.5M +22,934 New
BWP
1153
Balboa Wealth Partners
Arizona
$13.4M +$934K +1,585 +7%
LWANC
1154
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.4M +$97.2K +165 +0.7%
TFCP
1155
Twin Focus Capital Partners
Massachusetts
$13.4M -$506K -858 -4%
VWM
1156
Venturi Wealth Management
Texas
$13.4M +$6.37M +10,819 +90%
GAM
1157
Grandview Asset Management
Pennsylvania
$13.3M +$2.12M +3,597 +19%
EPIME
1158
Evelyn Partners Investment Management (Europe)
$13.3M +$13.4M +22,733 New
Simplex Trading
1159
Simplex Trading
Illinois
$13.3M +$13.3M +22,614 New
AP
1160
Appleton Partners
Massachusetts
$13.2M -$361K -613 -3%
LBC
1161
Lowe Brockenbrough & Co
Virginia
$13.2M +$4.12K +7 +0%
SCM
1162
Stordahl Capital Management
Colorado
$13.2M -$63K -107 -0.5%
FCM
1163
Family Capital Management
Michigan
$13.2M +$630K +1,070 +5%
GF
1164
Gries Financial
Ohio
$13.2M -$63.6K -108 -0.5%
NB
1165
Nicolet Bankshares
Wisconsin
$13.2M -$68.9K -117 -0.5%
TSMHT
1166
Thurston Springer Miller Herd & Titak
Indiana
$13.1M +$9.79M +16,614 +288%
SBIA
1167
Sheaff Brock Investment Advisors
Indiana
$13.1M +$1.94M +3,293 +17%
ET
1168
Equitable Trust
Tennessee
$13.1M +$13.1M +22,290 New
HFS
1169
Howard Financial Services
Texas
$13.1M +$226K +383 +2%
CFO
1170
Custos Family Office
Texas
$13.1M -$337K -572 -3%
GC
1171
Grimes & Company
Massachusetts
$13M +$31.8K +54 +0.2%
MFA
1172
Mayflower Financial Advisors
Massachusetts
$13M -$34.8K -59 -0.3%
WPA
1173
West Paces Advisors
Georgia
$13M +$704K +1,195 +6%
BIA
1174
Bigelow Investment Advisors
Maine
$13M -$1.1M -1,870 -8%
CFA
1175
Camarda Financial Advisors
Florida
$13M -$296K -503 -2%

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.