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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
AWA
201
Alaska Wealth Advisors
Alaska
$158M -$8.93M -17,944 -6%
PFPT
202
Pinnacle Financial Partners (Tennessee)
Tennessee
$157M -$743K -1,493 -0.5%
UOIF
203
University of Illinois Foundation
Illinois
$156M
HNB
204
Huntington National Bank
Ohio
$156M
MA
205
Mutual Advisors
Nebraska
$155M +$1.99M +4,007 +1%
FNBT
206
FineMark National Bank & Trust
Florida
$154M +$2.56M +5,138 +2%
WMIG
207
White Mountains Insurance Group
New Hampshire
$152M
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$151M +$8.36M +16,800 +6%
CH
209
CVS Health
Rhode Island
$151M
NYLIC
210
New York Life Insurance Company
New York
$147M
Two Sigma Advisers
211
Two Sigma Advisers
New York
$147M -$88.2M -177,100 -39%
MC
212
Minot Capital
Colorado
$146M
GA
213
Geller Advisors
New York
$145M -$1.36M -2,722 -1%
FDP
214
Financiere des Professionnels
Quebec, Canada
$144M -$25.8M -51,800 -16%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$144M -$17.3M -34,731 -11%
JFG
216
JMG Financial Group
Illinois
$142M -$3.12M -6,259 -2%
KeyBank National Association
217
KeyBank National Association
Ohio
$141M -$5.72M -11,489 -4%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$140M +$21.8M +43,768 +20%
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
$140M +$13.4M +26,927 +11%
AIMCA
220
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$140M -$965M -1,938,812 -88%
SQA
221
Simon Quick Advisors
New Jersey
$139M +$2.87M +5,761 +2%
JPG
222
Jordan Park Group
California
$139M +$8.01M +16,099 +6%
CCA
223
Conservest Capital Advisors
Pennsylvania
$137M -$2.09M -4,203 -2%
GC
224
Guggenheim Capital
Illinois
$137M +$57.7M +115,859 +80%
AWS
225
Atria Wealth Solutions
New York
$136M +$9.81M +19,708 +8%

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.