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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
Canada Life
126
Canada Life
Manitoba, Canada
$308M -$13.8M -27,817 -5%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$307M -$10.5M -21,161 -3%
CAN
128
Cetera Advisor Networks
California
$305M +$20.6M +41,392 +8%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$303M -$20.2M -40,513 -7%
GM
130
Granger Management
New York
$303M +$118M +236,276 +69%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$298M -$4.43M -8,903 -2%
LOAMU
132
Lombard Odier Asset Management (USA)
New York
$291M -$7.22M -14,502 -3%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$291M -$6.99M -14,046 -2%
IC
134
IEQ Capital
California
$289M +$14.7M +29,594 +6%
CA
135
Cetera Advisors
Colorado
$288M +$26.8M +53,791 +11%
PAG
136
Private Advisor Group
New Jersey
$286M -$25.3M -50,877 -9%
DLIC
137
Daido Life Insurance Company
Japan
$285M
Comerica Bank
138
Comerica Bank
Texas
$284M -$7.21M -14,477 -3%
Franklin Resources
139
Franklin Resources
California
$282M +$10.4M +20,942 +4%
BW
140
BIP Wealth
Georgia
$282M -$15.2M -30,487 -5%
Brown Advisory
141
Brown Advisory
Maryland
$272M -$1.74M -3,496 -0.7%
XS
142
XR Securities
Illinois
$268M +$14.4M +28,941 +6%
CCA
143
Catalyst Capital Advisors
New York
$267M
MRC
144
Millburn Ridgefield Corp
New York
$267M
HMH
145
Hackensack Meridian Health
New Jersey
$265M
SC
146
Soundwatch Capital
Connecticut
$260M +$202M +405,800 +439%
CCS
147
Concentric Capital Strategies
Connecticut
$259M +$201M +404,000 +129%
IUHSA
148
Itau Unibanco Holding S.A.
Brazil
$258M -$16.2M -32,464 -6%
APCM
149
Alaska Permanent Capital Management
Alaska
$252M -$23.9M -47,958 -9%
AG
150
AlTi Global
New York
$250M -$14.3M -28,811 -6%

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.