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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
WAM
1301
Wernau Asset Management
Massachusetts
$10.6M +$10.6M +18,048 New
LMKC
1302
L.M. Kohn & Company
Ohio
$10.6M -$125K -212 -1%
CGF
1303
Constant Guidance Financial
Massachusetts
$10.6M -$7.5M -12,732 -41%
YCM
1304
Yakira Capital Management
Connecticut
$10.5M +$10.6M +18,000 New
EFM
1305
E Fund Management
China
$10.5M +$1.23M +2,095 +13%
EFMH
1306
E Fund Management (HK)
Hong Kong
$10.5M +$1.23M +2,095 +13%
SVWAG
1307
Sound View Wealth Advisors Group
Georgia
$10.5M +$14.1K +24 +0.1%
NAMP
1308
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.4M +$14.7K +25 +0.1%
PS
1309
Principal Securities
Iowa
$10.4M -$223K -378 -2%
TI
1310
Tidal Investments
Wisconsin
$10.4M +$8.48M +14,400 +434%
WIM
1311
Warwick Investment Management
Texas
$10.4M -$6.52M -11,072 -39%
JWCA
1312
J.W. Coons Advisors
Ohio
$10.4M -$84.8K -144 -0.8%
SWM
1313
SpringVest Wealth Management
Texas
$10.3M +$10.4M +17,582 New
RL
1314
RPO LLC
Connecticut
$10.3M -$947K -1,607 -8%
FCBT
1315
First Citizens Bank & Trust
North Carolina
$10.3M -$472K -801 -4%
WCM
1316
Winthrop Capital Management
Indiana
$10.3M +$589 +1 +0%
CPC
1317
Consolidated Planning Corp
Georgia
$10.2M +$6.57M +11,150 +177%
ZAM
1318
Zevin Asset Management
Massachusetts
$10.2M -$42.4K -72 -0.4%
GGI
1319
Godsey & Gibb Inc
Virginia
$10.2M -$105K -178 -1%
CAMG
1320
CWA Asset Management Group
Florida
$10.2M +$1.07M +1,822 +12%
CA
1321
Cannon Advisors
North Carolina
$10.2M +$30K +51 +0.3%
WC
1322
Waterloo Capital
Texas
$10.1M +$1.14M +1,938 +13%
CC
1323
Courier Capital
New York
$10.1M -$132K -224 -1%
CCAM
1324
Codex Capital Asset Management
Texas
$10.1M
CPIA
1325
Cornell Pochily Investment Advisors
New York
$10.1M -$63K -107 -0.6%

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.