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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
KLCM
1251
KG&L Capital Management
Louisiana
$11.4M +$297K +504 +3%
CI
1252
Cordant Inc
Oregon
$11.4M -$148K -251 -1%
EFA
1253
Edge Financial Advisors
Illinois
$11.4M -$1.61M -2,741 -12%
CFP
1254
Catalyst Financial Partners
Massachusetts
$11.4M +$270K +458 +2%
GBT
1255
Grove Bank & Trust
Florida
$11.4M +$610K +1,036 +6%
RWIA
1256
Roger Wittlin Investment Advisory
California
$11.4M +$2.21M +3,754 +24%
AWM
1257
Aries Wealth Management
Maine
$11.4M +$364K +618 +3%
YCM
1258
Yost Capital Management
Texas
$11.4M +$11.4M +19,400 New
USB
1259
Union Savings Bank
Connecticut
$11.4M +$598K +1,015 +6%
MCM
1260
MidAtlantic Capital Management
Virginia
$11.4M +$7.66K +13 +0.1%
DQRIM
1261
Dale Q Rice Investment Management
Washington
$11.3M +$11.3M +19,249 New
EFG
1262
Elios Financial Group
Ohio
$11.3M -$342K -581 -3%
OWA
1263
ORBA Wealth Advisors
Illinois
$11.2M +$55.4K +94 +0.5%
FNBOO
1264
First National Bank of Omaha
Nebraska
$11.2M +$3.43M +5,820 +44%
AWA
1265
Arkadios Wealth Advisors
Georgia
$11.2M -$306K -519 -3%
FFM
1266
Fullerton Fund Management
Singapore
$11.2M +$8.07M +13,691 +253%
OPW
1267
Oxler Private Wealth
New York
$11.1M +$18.3K +31 +0.2%
QWM
1268
Quadcap Wealth Management
Texas
$11.1M +$636K +1,080 +6%
BFO
1269
Biltmore Family Office
North Carolina
$11.1M -$630K -1,069 -5%
VHAM
1270
Van Hulzen Asset Management
California
$11.1M +$125K +213 +1%
DP
1271
DDD Partners
Washington
$11.1M +$6.8M +11,541 +157%
SJIM
1272
St. Johns Investment Management
Florida
$11M +$846K +1,436 +8%
BFC
1273
Bedel Financial Consulting
Indiana
$11M +$167K +283 +2%
LKWM
1274
Lee-Kelleher Wealth Management
Maryland
$11M +$11.1M +18,798 New
CP
1275
Canopy Partners
Ohio
$11M

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.