We are live on ! Find out more
SPY icon

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
SA
1201
Sovran Advisors
California
$12.4M +$12.5M +21,282 New
OCM
1202
One Capital Management
California
$12.3M -$940K -1,595 -7%
AIM
1203
AMI Investment Management
Indiana
$12.3M +$1.61M +2,734 +15%
CC
1204
Carrhae Capital
United Kingdom
$12.3M -$3.3M -5,606 -21%
OAM
1205
Ostrum Asset Management
France
$12.2M -$3.24M -5,500 -21%
AF
1206
Advisornet Financial
Minnesota
$12.2M +$612K +1,039 +5%
FCMA
1207
Foresight Capital Management Advisors
Michigan
$12.2M +$282K +478 +2%
MAM
1208
Milestone Asset Management
Pennsylvania
$12.2M -$775K -1,316 -6%
MA
1209
Marquette Associates
Illinois
$12.1M -$61.9K -105 -0.5%
BPWM
1210
Badgley Phelps Wealth Managers
Washington
$12.1M -$37.7K -64 -0.3%
LIA
1211
Luken Investment Analytics
Tennessee
$12.1M -$22.4K -38 -0.2%
GLA
1212
Good Life Advisors
Pennsylvania
$12.1M -$805K -1,367 -6%
CAS
1213
Coppell Advisory Solutions
Texas
$12M +$890K +1,511 +8%
LWM
1214
Lyell Wealth Management
California
$12M -$28.9K -49 -0.2%
TPI
1215
Trust Point Inc
Wisconsin
$12M +$9.06M +15,381 +301%
GFPC
1216
Global Financial Private Client
Florida
$12M -$127K -215 -1%
TCM
1217
Towercrest Capital Management
Pennsylvania
$12M +$101K +172 +0.8%
HWA
1218
Hillcrest Wealth Advisors
New Jersey
$12M -$88.4K -150 -0.7%
SCA
1219
Sage Capital Advisors
South Dakota
$12M -$147K -249 -1%
NWA
1220
Navis Wealth Advisors
New York
$12M -$21.8K -37 -0.2%
BWA
1221
BlueChip Wealth Advisors
Georgia
$12M +$838K +1,422 +7%
BAM
1222
Berkshire Asset Management
Pennsylvania
$11.9M -$1.84M -3,122 -14%
AWMT
1223
AAFMAA Wealth Management & Trust
North Carolina
$11.9M +$110K +186 +0.9%
MNA
1224
Manning & Napier Advisors
New York
$11.9M -$181K -308 -1%
MBT
1225
Montecito Bank & Trust
California
$11.9M -$1.14M -1,934 -9%

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.