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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

2,398 hedge funds and large institutions have $175B invested in SPDR S&P 500 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,061 increasing their positions, 958 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
-32
Holders Change %
-1.32%
% of All Funds
52.97%
Holding in Top 10
757
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.75%
% of All Funds
16.72%
New
201
Increased
1,061
Reduced
958
Closed
196
Calls
$163B
Puts
$247B
Net Calls
-$83.6B
Net Calls Change
+$29.9B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.66B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.4B
3
Barclays
Barclays
United Kingdom
+$4.73B
4
Goldman Sachs
Goldman Sachs
New York
+$3.4B
5
Morgan Stanley
Morgan Stanley
New York
+$3.34B

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.29B
2
Allianz Asset Management
Allianz Asset Management
Germany
-$1.85B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.21B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$1.12B
5
MSU
Mizuho Securities USA
New York
-$993M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
601
Aspen Investment Management
Michigan
$13.5M +$773K +2,998 +6%
NIM
602
NuWave Investment Management
New Jersey
$13.4M +$12.9M +50,156 +2,610%
MAWCM
603
Mine & Arao Wealth Creation & Management
California
$13.4M -$561K -2,175 -4%
PAM
604
Palisade Asset Management
Minnesota
$13.3M -$1.65M -6,410 -11%
VFA
605
Voya Financial Advisors
Connecticut
$13.3M -$1.34M -5,120 -9%
MWM
606
Meridian Wealth Management
Kentucky
$13.3M +$3.27M +12,706 +33%
B
607
Bailard
California
$13.2M -$54.6M -211,761 -80%
HWA
608
Hillcrest Wealth Advisors
New Jersey
$13.2M -$1.38M -5,345 -9%
SFS
609
Sowell Financial Services
Arkansas
$13.1M -$1.22M -4,739 -9%
Hudson Bay Capital Management
610
Hudson Bay Capital Management
Connecticut
$13.1M +$12M +46,629 +1,141%
RBC
611
Roble Belko & Company
Pennsylvania
$13.1M -$67.5K -262 -0.5%
HCM
612
Howland Capital Management
Massachusetts
$13M +$1.28M +4,963 +11%
ETI
613
Enterprise Trust & Investment
California
$12.9M +$2.19M +8,498 +20%
MG
614
Meritage Group
California
$12.9M +$12M +46,610 +1,332%
BFS
615
Bradley Foster & Sargent
Connecticut
$12.9M +$61.1K +237 +0.5%
TTWM
616
TCV Trust & Wealth Management
Virginia
$12.9M -$2.08M -8,088 -14%
SAM
617
Sandell Asset Management
New York
$12.9M +$12.9M +49,879 New
HW
618
Hancock Whitney
Mississippi
$12.8M -$5.57M -21,626 -30%
TIM
619
Tortoise Investment Management
New York
$12.8M +$584K +2,266 +5%
ClearBridge Investments
620
ClearBridge Investments
New York
$12.8M -$3.76M -14,607 -23%
AWM
621
Atticus Wealth Management
Florida
$12.6M +$1.32M +5,103 +12%
ATC
622
Adirondack Trust Company
New York
$12.6M -$577K -2,238 -4%
OIA
623
OneDigital Investment Advisors
Kansas
$12.6M +$1.45M +5,464 +13%
MCM
624
Magnolia Capital Management
New York
$12.6M -$998K -3,872 -7%
NFC
625
Northeast Financial Consultants
Connecticut
$12.5M +$213K +825 +2%
23 24
25
26 27