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State Street SPDR S&P 500 ETF Trust

3,693 hedge funds and large institutions have $304B invested in State Street SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,429 increasing their positions, 1,588 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 141

0% more funds holding

Funds holding: 3,6823,693 (+11)

2% less capital invested

Capital invested by funds: $310B → $304B (-$6.07B)

2% less funds holding in top 10

Funds holding in top 10: 1,0731,047 (-26)

6.18% less ownership

Funds ownership: 63.81%57.62% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 1,429 | Existing positions reduced: 1,588

59% less call options, than puts

Call options by funds: $276B | Put options by funds: $674B

Holders
3,693
Holders Change
+11
Holders Change %
+0.3%
% of All Funds
53.19%
Holding in Top 10
1,047
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.42%
% of All Funds
15.08%
New
206
Increased
1,429
Reduced
1,588
Closed
141
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
101
AllianceBernstein
Tennessee
$413M -$185M -371,299 -32%
William Blair & Company
102
William Blair & Company
Illinois
$384M +$1.55M +3,109 +0.4%
CK
103
Cohen Klingenstein
New York
$379M -$2.57M -5,167 -0.7%
JSW
104
Journey Strategic Wealth
New Jersey
$377M +$57.9M +116,336 +19%
BA
105
Bridgewater Associates
Connecticut
$374M -$54.2M -108,857 -13%
MCM
106
MAI Capital Management
Ohio
$370M +$50.2M +100,848 +17%
NP
107
NorthRock Partners
Minnesota
$362M +$5M +10,052 +1%
Belvedere Trading
108
Belvedere Trading
Illinois
$357M -$214M -430,025 -39%
JPM
109
JANA Partners Management
New York
$356M +$63.1M +126,800 +23%
PFA
110
Pure Financial Advisors
California
$352M +$22.4M +44,928 +7%
MIH
111
Meitav Investment House
Israel
$348M +$42.8M +85,958 +15%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$348M -$247M -495,850 -43%
M&T Bank
113
M&T Bank
New York
$347M -$18.7M -37,587 -5%
AF
114
Apexium Financial
Texas
$346M -$3.16M -6,341 -1%
SLF
115
Sun Life Financial
Ontario, Canada
$343M -$577M -1,158,509 -64%
ANTB
116
AMG National Trust Bank
Colorado
$340M -$1.77M -3,560 -0.5%
Deutsche Bank
117
Deutsche Bank
Germany
$340M +$4.97M +9,989 +2%
TRCT
118
Tower Research Capital (TRC)
New York
$339M -$40.5M -81,330 -11%
HHMI
119
Howard Hughes Medical Institute
Maryland
$328M
AG
120
AIA Group
Hong Kong
$326M +$101M +202,310 +48%
PRA
121
Pine Ridge Advisers
New York
$322M +$23.1M +46,461 +8%
PP
122
Passaic Partners
New Jersey
$319M -$1.41M -2,832 -0.5%
MML Investors Services
123
MML Investors Services
Massachusetts
$316M +$3.23M +6,491 +1%
WANY
124
Wealthspire Advisors (New York)
New York
$315M -$4.4M -8,834 -1%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$315M +$31.7M +63,628 +12%

SPY Hedge Fund Activity: Q1 2024 in Review

3,693 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2024, worth a combined $304B — down 2% from $310B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SPY positions and 141 closed out — a net gain of 65 holders — while 1,429 added to existing stakes and 1,588 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.21B. The largest seller was Morgan Stanley, cutting an estimated $17B.

  • 3,693 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2024, up from 3,682 in Q4 2023.
  • Funds reported $304B of State Street SPDR S&P 500 ETF Trust stock for Q1 2024, down 2% quarter-over-quarter.
  • 206 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2024 and 141 closed out, a net change of +65 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $4.21B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2024 was Morgan Stanley, an estimated $17B sold.

Based on aggregated 13F filings for Q1 2024.