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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
AO
1226
Advisor OS
Illinois
$11.9M -$107K -181 -0.9%
SFP
1227
Sandbox Financial Partners
Maryland
$11.8M +$1.34M +2,275 +13%
TCBWMS
1228
Texas Capital Bank Wealth Management Services
Texas
$11.8M -$31.2K -53 -0.3%
SPWM
1229
Schrum Private Wealth Management
Florida
$11.8M -$9.29M -15,760 -44%
CCG
1230
Cypress Capital Group
Florida
$11.8M -$966K -1,639 -8%
IP
1231
Isomer Partners
New York
$11.8M +$11.8M +20,000 New
BCM
1232
Bienville Capital Management
New York
$11.8M -$399K -678 -3%
MSA
1233
MUFG Securities Americas
New York
$11.7M +$11.8M +20,000 New
TFGT
1234
TS Financial Group (TSFG)
Illinois
$11.7M -$154K -262 -1%
UB
1235
UMB Bank
Missouri
$11.7M -$275K -467 -2%
NL
1236
NDWM LLC
California
$11.6M +$3.91M +6,643 +50%
TFP
1237
Traction Financial Partners
Wyoming
$11.6M -$389K -661 -3%
FGG
1238
Financial Guidance Group
Florida
$11.6M +$316K +536 +3%
HCM
1239
Highview Capital Management
Illinois
$11.6M -$166K -282 -1%
PWM
1240
Paulson Wealth Management
Illinois
$11.6M -$495K -840 -4%
SL
1241
Sentinus LLC
Illinois
$11.5M +$9.37M +15,899 +420%
AA
1242
Ancora Advisors
Ohio
$11.5M +$211K +358 +2%
FMC
1243
First Merchants Corp
Indiana
$11.5M +$151K +256 +1%
AMBIA
1244
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M +$97.8K +166 +0.9%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$11.5M +$90.1K +153 +0.8%
UFA
1246
US Financial Advisors
Massachusetts
$11.5M -$241K -409 -2%
CFSG
1247
Clark Financial Services Group
Missouri
$11.5M -$66K -112 -0.6%
BV
1248
Boxwood Ventures
Illinois
$11.5M +$589 +1 +0%
GSWM
1249
Golden State Wealth Management
California
$11.4M +$11.5M +19,529 New
CSIC
1250
Clifford Swan Investment Counsel
California
$11.4M +$1.69M +2,872 +17%

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.