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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 %
ZIM
626
Zacks Investment Management
Illinois
$12.5M +$3.41M +13,212 +37%
KFC
627
Klingenstein Fields & Co
New York
$12.4M +$503K +1,953 +4%
FSC
628
Full Sail Capital
Oklahoma
$12.4M +$59.7K +204 +0.5%
ACM
629
Alpha Capital Management
Texas
$12.4M +$10.9M +42,233 +714%
BRWM
630
B. Riley Wealth Management
Tennessee
$12.4M +$5.91M +22,933 +91%
VWA
631
V Wealth Advisors
Kansas
$12.4M -$9.79K -38 -0.1%
BSW
632
Buckingham Strategic Wealth
Missouri
$12.2M +$3.58M +13,906 +41%
HPWM
633
Highland Private Wealth Management
Washington
$12.2M -$220K -855 -2%
CCM
634
Coldstream Capital Management
Washington
$12.2M -$9.33M -36,202 -43%
VCM
635
Vivaldi Capital Management
Illinois
$12.1M +$752K +2,917 +7%
LFA
636
Legend Financial Advisors
Pennsylvania
$12.1M +$12.1M +46,839 New
FFA
637
First Foundation Advisors
California
$12M -$1.85M -7,171 -13%
BWAM
638
Boyd Watterson Asset Management
Ohio
$11.9M +$462K +1,794 +4%
SSWM
639
Smith Salley Wealth Management
North Carolina
$11.9M +$2.4M +9,317 +25%
SEI Investments
640
SEI Investments
Pennsylvania
$11.8M -$72.7K -282 -0.6%
RSWM
641
Robertson Stephens Wealth Management
California
$11.8M -$42K -162 -0.4%
DFA
642
Delta Financial Advisors
Louisiana
$11.8M -$1.48M -5,740 -11%
JRP
643
Jasper Ridge Partners
California
$11.8M – – –
S
644
Schroders
United Kingdom
$11.7M -$457M -1,773,355 -98%
BWM
645
BT Wealth Management
Georgia
$11.6M -$24.2K -94 -0.2%
MCP
646
Moab Capital Partners
New York
$11.5M +$11.5M +44,790 New
PHAM
647
Palisades Hudson Asset Management
Florida
$11.5M -$4.64K -18 -0%
HCM
648
HMS Capital Management
Tennessee
$11.5M -$20.9M -81,277 -65%
WFA
649
Wellspring Financial Advisors
Ohio
$11.5M +$11.5M +44,488 New
AP
650
Appleton Partners
Massachusetts
$11.4M -$484K -1,879 -4%
24 25
26
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