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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 %
WA
651
Wealth Alliance
New York
$11.4M +$4.17M +16,164 +57%
KIA
652
KCM Investment Advisors
California
$11.4M -$27.2M -105,441 -70%
FMW
653
Farr Miller & Washington
District of Columbia
$11.4M +$993K +3,852 +10%
GIM
654
Generation Investment Management
United Kingdom
$11.3M -$25.8M -100,270 -70%
FFN
655
Focus Financial Network
Minnesota
$11.3M +$1.74M +6,726 +18%
HFRG
656
Houlihan Financial Resource Group
Virginia
$11.3M +$39.4K +153 +0.3%
RA
657
Rational Advisors
New York
$11.3M +$6.68M +25,919 +145%
TM
658
Tikvah Management
North Carolina
$11.3M +$516K +2,000 +5%
CC
659
Chanos & Company
New York
$11.2M +$7.26M +28,157 +184%
MAM
660
Marquette Asset Management
Minnesota
$11.2M – – –
BSAM
661
Blue Sky Asset Management
Colorado
$11.2M -$7.53M -29,216 -40%
PFA
662
Pettinga Financial Advisors
Indiana
$11.1M +$1.2M +4,673 +12%
LF
663
LifeSteps Financial
California
$11.1M +$333K +1,291 +3%
KWM
664
Keebeck Wealth Management
Illinois
$11.1M – – –
PCP
665
Proficio Capital Partners
Massachusetts
$11.1M -$2.63M -9,575 -19%
CCM
666
Corsair Capital Management
New York
$11M +$3.18M +12,339 +40%
FMWA
667
Forvis Mazars Wealth Advisors
Missouri
$11M +$5.36M +20,802 +95%
IF
668
IRON Financial
Illinois
$11M +$1.4M +5,421 +15%
MIH
669
Meitav Investment House
Israel
$11M +$3.24M +12,471 +42%
AWS
670
AJ Wealth Strategies
New York
$11M +$8.04M +31,211 +275%
AFP
671
Ausdal Financial Partners
Iowa
$11M +$7.2M +25,573 +191%
NL
672
NEPC LLC
Massachusetts
$10.9M +$2.74M +10,616 +34%
SIM
673
Strategic Investment Management
Virginia
$10.9M -$7.93M -30,760 -42%
GG
674
GenWealth Group
New Jersey
$10.9M -$738K -2,863 -6%
FBFS
675
First Business Financial Services
Wisconsin
$10.8M +$5.58M +21,668 +107%
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