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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 %
MIAS
1301
Mason Investment Advisory Services
Virginia
$2.19M +$64.4K +250 +3%
UBV
1302
United Bank (Virginia)
Virginia
$2.19M -$34K -132 -2%
FLI
1303
Family Legacy Inc
South Carolina
$2.19M +$258 +1 +0%
MC
1304
Middleton & Co
Massachusetts
$2.18M – – –
CFS
1305
CRA Financial Services
New Jersey
$2.18M -$468K -1,814 -18%
JWBC
1306
John W. Brooker & Co
California
$2.18M +$17.5K +68 +0.8%
OLA
1307
Oliver Luxxe Assets
New Jersey
$2.17M +$210K +765 +11%
SFG
1308
Summit Financial Group
West Virginia
$2.16M +$64.4K +250 +3%
FWCM
1309
Ferguson Wellman Capital Management
Oregon
$2.15M -$259K -1,004 -11%
CCG
1310
Chatham Capital Group
Georgia
$2.14M +$638K +2,476 +42%
MMHP
1311
Murphy Middleton Hinkle & Parker
Georgia
$2.14M +$9.02K +35 +0.4%
HCMT
1312
Highland Capital Management (Tennessee)
Tennessee
$2.14M +$11.3K +44 +0.5%
PPSG
1313
Princeton Portfolio Strategies Group
New Jersey
$2.14M -$669K -2,594 -24%
MIC
1314
Meridian Investment Counsel
California
$2.14M +$81.2K +315 +4%
Fisher Asset Management
1315
Fisher Asset Management
Washington
$2.13M -$220K -852 -9%
RC
1316
Roundview Capital
New Jersey
$2.12M -$202K -782 -9%
MCM
1317
Mengis Capital Management
Oregon
$2.11M +$863K +3,347 +69%
AUB
1318
Atlantic Union Bankshares
Virginia
$2.11M +$1.16M +4,496 +122%
AWM
1319
Alterna Wealth Management
Texas
$2.11M +$644K +2,500 +44%
BHWM
1320
Bay Harbor Wealth Management
Maryland
$2.1M -$543K -2,108 -21%
OFS
1321
OneAscent Financial Services
Alabama
$2.1M +$80.9K +314 +4%
VA
1322
Valmark Advisers
Ohio
$2.1M +$130K +503 +7%
TA
1323
TCG Advisors
Texas
$2.09M +$1.35M +5,228 +181%
CAAS
1324
Capital Asset Advisory Services
Michigan
$2.07M -$806K -2,863 -28%
IBOK
1325
Independence Bank of Kentucky
Kentucky
$2.07M -$3.07M -11,898 -60%
51 52
53
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