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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 %
PTC
926
Private Trust Company
Ohio
$5.48M -$5.46M -21,184 -50%
BFG
927
Barber Financial Group
Kansas
$5.48M +$3.08M +11,959 +129%
FPCM
928
Financial Partners Capital Management
New York
$5.46M +$5.46M +21,196 New
AAMC
929
Asset Allocation & Management Company
Illinois
$5.45M – – –
EMG
930
Ellington Management Group
Connecticut
$5.44M +$5.44M +21,100 New
IWC
931
Integrated Wealth Concepts
Massachusetts
$5.4M -$965K -3,742 -15%
MA
932
Mutual Advisors
Nebraska
$5.4M +$1.56M +6,068 +41%
PV
933
Private Vista
Illinois
$5.39M +$636K +2,469 +13%
DWM
934
Dakota Wealth Management
Florida
$5.39M +$27.1K +105 +0.5%
CCFM
935
Clear Creek Financial Management
Washington
$5.39M +$4.62M +16,398 +600%
IFAM
936
Institutional & Family Asset Management
Colorado
$5.37M +$957K +3,713 +22%
FWM
937
Foresight Wealth Management
Utah
$5.37M +$230K +891 +4%
CA
938
Claro Advisors
Massachusetts
$5.36M -$562K -2,180 -9%
CCM
939
Colorado Capital Management
Colorado
$5.34M -$317K -1,231 -6%
NWP
940
Northstar Wealth Partners
Connecticut
$5.33M +$1.95M +7,552 +58%
NAMP
941
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.33M -$5.93K -23 -0.1%
PCIG
942
Partners Capital Investment Group
Massachusetts
$5.32M -$655K -2,542 -11%
WA
943
Wealth Architects
California
$5.32M -$537K -2,083 -9%
IFA
944
Interactive Financial Advisors
Illinois
$5.29M -$6.68M -25,910 -56%
AF
945
Apexium Financial
Texas
$5.29M +$1.49M +5,778 +39%
RIL
946
Rothschild Investment LLC
Illinois
$5.28M +$583K +2,260 +12%
SIC
947
Sigma Investment Counselors
Michigan
$5.27M -$426K -1,654 -7%
HCIA
948
Hochman Cole Investment Advisors
Illinois
$5.27M +$2.8M +10,846 +113%
BCM
949
Bienville Capital Management
New York
$5.23M +$4.6M +17,713 +725%
PAM
950
Peak Asset Management
Colorado
$5.16M -$669K -2,594 -11%
36 37
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