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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

3,726 hedge funds and large institutions have $336B invested in SPDR S&P 500 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 204 funds opening new positions, 1,563 increasing their positions, 1,452 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,726
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.19%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.24%
New
204
Increased
1,563
Reduced
1,452
Closed
94
Calls
$268B
Puts
$518B
Net Calls
-$250B
Net Calls Change
+$148B

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
+$2.58B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.52B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.1B
4
Morgan Stanley
Morgan Stanley
New York
+$1.09B
5
Credit Agricole
Credit Agricole
France
+$946M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.55B
2
MSU
Mizuho Securities USA
New York
-$3.15B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$3B
5
CCM
Corsair Capital Management
New York
-$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
2001
Noesis Capital Mangement
Florida
$2.78M +$235K +431 +9%
KWM
2002
Keebeck Wealth Management
Illinois
$2.77M +$546 +1 +0%
KFS
2003
Kelly Financial Services
Massachusetts
$2.77M -$834K -1,533 -23%
ZCI
2004
Zevenbergen Capital Investments
Washington
$2.77M -$123K -226 -4%
BSB
2005
Bangor Savings Bank
Maine
$2.77M +$514K +945 +23%
IDA
2006
Intelligence Driven Advisers
California
$2.77M -$8.16K -15 -0.3%
SVWG
2007
Shared Vision Wealth Group
United States
$2.76M +$62K +114 +2%
PP
2008
Prosperity Planning
Missouri
$2.76M -$337K -620 -11%
SFWA
2009
Summit Financial Wealth Advisors
Louisiana
$2.76M +$7.08K +13 +0.3%
OW
2010
Olistico Wealth
Oklahoma
$2.75M +$270K +497 +11%
FCFC
2011
First Commonwealth Financial Corp
Pennsylvania
$2.75M +$759K +1,394 +38%
NCM
2012
Next Capital Management
New York
$2.74M +$769K +1,413 +39%
W
2013
Wealthquest
Ohio
$2.74M +$6.53K +12 +0.2%
EK
2014
Evensky & Katz
Florida
$2.73M +$281K +519 +11%
EFG
2015
Erickson Financial Group
Pennsylvania
$2.72M -$10.3K -19 -0.4%
AAMC
2016
Asset Allocation & Management Company
Illinois
$2.71M – – –
IF
2017
Ironwood Financial
Arizona
$2.71M -$111K -204 -4%
AMG
2018
Asset Management Group
Connecticut
$2.7M -$174K -320 -6%
BCM
2019
BluePath Capital Management
Georgia
$2.7M -$66.9K -123 -2%
T
2020
Tidemark
California
$2.7M -$2.72M -4,999 -50%
GKIM
2021
GW&K Investment Management
Massachusetts
$2.7M +$56.1K +103 +2%
XF
2022
XML Financial
Maryland
$2.7M +$143K +263 +6%
PBC
2023
Pavion Blue Capital
California
$2.69M -$2.72K -5 -0.1%
SC
2024
Searle & Co
Connecticut
$2.69M +$72.4K +133 +3%
SAM
2025
Sequent Asset Management
Texas
$2.69M +$54.4K +100 +2%
79 80
81
82 83