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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 %
CWM
1276
Chesapeake Wealth Management
Virginia
$2.33M -$114K -444 -5%
FVCM
1277
F&V Capital Management
Florida
$2.33M +$303K +1,176 +15%
RWM
1278
RKL Wealth Management
Pennsylvania
$2.32M – – –
MSWMA
1279
Market Street Wealth Management Advisors
Indiana
$2.32M +$1.13M +4,371 +95%
CC
1280
Callan Capital
California
$2.3M +$676K +2,623 +42%
PFM
1281
Parsec Financial Management
North Carolina
$2.29M +$174K +677 +8%
DCM
1282
Donaldson Capital Management
Indiana
$2.28M -$175K -677 -7%
CWM
1283
CIBC World Markets
New York
$2.28M +$2.28M +8,859 New
RIG
1284
Roosevelt Investment Group
New York
$2.28M -$209K -811 -8%
TFA
1285
Toth Financial Advisory
Virginia
$2.27M +$928K +3,600 +69%
AI
1286
Accredited Investors
Minnesota
$2.27M +$124K +483 +6%
NRI
1287
NFP Retirement Inc
California
$2.27M +$1.01M +3,903 +80%
NCM
1288
Noesis Capital Mangement
Florida
$2.27M +$5.67K +22 +0.3%
LBC
1289
Lawrence B. Cohen
$2.25M -$454K -1,761 -17%
OFG
1290
Omega Financial Group
California
$2.25M -$108K -419 -5%
LWMT
1291
Legacy Wealth Management (Tennessee)
Tennessee
$2.25M – – –
SA
1292
Strategic Advisors
New York
$2.25M +$1.53M +5,592 +213%
PI
1293
PFS Investments
Georgia
$2.25M +$60.6K +235 +3%
BAM
1294
Bruderman Asset Management
New York
$2.24M -$1.52M -6,157 -40%
AIA
1295
Alera Investment Advisors
Illinois
$2.24M – – –
PFA
1296
Pinnacle Family Advisors
Missouri
$2.24M +$2.24M +8,694 New
PTB
1297
Pioneer Trust Bank
Oregon
$2.23M +$29.4K +114 +1%
WMG
1298
WESCAP Management Group
California
$2.2M +$2.2M +8,541 New
MWM
1299
Marietta Wealth Management
Georgia
$2.2M +$5.41K +21 +0.2%
UIA
1300
UBP Investment Advisors
Switzerland
$2.2M +$184K +715 +9%
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