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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
976
Waverly Advisors
Alabama
$4.89M +$2.57M +9,965 +111%
OMC
977
Overbrook Management Corp
New York
$4.89M -$1.09M -4,246 -18%
PA
978
Procyon Advisors
Connecticut
$4.86M +$434K +1,685 +10%
AI
979
ArchPoint Investors
Florida
$4.86M – – –
BHBT
980
Burke & Herbert Bank & Trust
Virginia
$4.85M +$77.8K +302 +2%
VWA
981
Visionary Wealth Advisors
Illinois
$4.83M -$1.13M -4,373 -19%
MIM
982
Marco Investment Management
Georgia
$4.81M -$83.8K -325 -2%
CL
983
CIM LLC
New York
$4.81M +$16.8K +65 +0.3%
TAIM
984
TD Ameritrade Investment Management
Nebraska
$4.81M -$1.85M -7,175 -28%
SAM
985
Strategy Asset Managers
California
$4.79M -$1.08M -4,201 -18%
NC
986
NBW Capital
Massachusetts
$4.79M -$874K -3,390 -15%
MWM
987
Minot Wealth Management
Massachusetts
$4.79M +$88.4K +343 +2%
GI
988
Glovista Investments
New Jersey
$4.78M -$818K -3,175 -15%
BIAS
989
Beacon Investment Advisory Services
New Jersey
$4.75M -$1.74M -6,760 -27%
PJB
990
Paul John Balson
California
$4.75M +$4.75M +18,435 New
TC
991
TownSquare Capital
Utah
$4.73M -$5.95M -21,056 -56%
CCP
992
Cardan Capital Partners
Colorado
$4.72M +$1.19M +4,631 +34%
MPM
993
Meritage Portfolio Management
Kansas
$4.72M +$685K +2,658 +17%
CIM
994
Confluence Investment Management
Missouri
$4.7M +$379K +1,472 +9%
FI
995
FormulaFolio Investments
Michigan
$4.7M +$2.34M +9,092 +100%
CAGAS
996
Capital Advisory Group Advisory Services
Minnesota
$4.67M -$7.88M -30,574 -63%
SA
997
Shilanski & Associates
Alaska
$4.67M +$639K +2,479 +16%
AWM
998
Altium Wealth Management
New York
$4.67M -$3.25M -12,612 -41%
CG
999
Cynosure Group
Utah
$4.62M +$4.23M +16,420 +1,104%
IAIM
1000
International Assets Investment Management
Florida
$4.6M +$4.6M +17,854 New
38 39
40
41 42