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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 %
BWM
1401
Brickley Wealth Management
California
$1.78M +$540K +2,096 +44%
AWM
1402
Argent Wealth Management
Massachusetts
$1.78M +$1.11M +4,177 +164%
FPGK
1403
Financial Partners Group (Kansas)
Kansas
$1.76M -$174K -707 -9%
LIM
1404
Loudon Investment Management
New Hampshire
$1.75M +$125K +483 +8%
PIA
1405
Perennial Investment Advisors
California
$1.75M +$903K +3,502 +107%
GWS
1406
Glassman Wealth Services
Virginia
$1.75M +$584K +2,266 +50%
MCM
1407
MV Capital Management
Maryland
$1.74M +$87.6K +340 +5%
PA
1408
Perennial Advisors
New York
$1.74M -$648K -2,513 -27%
MC
1409
Mathes Company
New York
$1.74M -$378K -1,465 -18%
APG
1410
Abacus Planning Group
South Carolina
$1.74M +$444K +1,722 +34%
BFO
1411
Biltmore Family Office
North Carolina
$1.74M +$752K +2,901 +76%
BO
1412
Bank OZK
Arkansas
$1.73M +$26.8K +104 +2%
BAM
1413
Beaumont Asset Management
Texas
$1.72M +$1.72M +6,685 New
JWCA
1414
J.W. Cole Advisors
Florida
$1.72M -$22.9M -88,991 -93%
Lazard Asset Management
1415
Lazard Asset Management
New York
$1.71M -$4.56M -17,706 -73%
SWMG
1416
Sanchez Wealth Management Group
Florida
$1.71M +$1.19M +4,609 +226%
TVAMP
1417
Tennessee Valley Asset Management Partners
Tennessee
$1.71M +$24.7K +96 +1%
SIC
1418
Samalin Investment Counsel
New York
$1.71M +$868K +3,369 +104%
EIA
1419
Eldridge Investment Advisors
New Hampshire
$1.7M -$238K -925 -12%
YAM
1420
Yacktman Asset Management
Texas
$1.69M -$113K -440 -6%
LIA
1421
LBMC Investment Advisors
Tennessee
$1.69M +$60.6K +235 +4%
CWA
1422
Clarus Wealth Advisors
Arizona
$1.69M +$118K +477 +8%
HCA
1423
Harbour Capital Advisors
Virginia
$1.69M +$1.29K +5 +0.1%
CNAM
1424
Campbell Newman Asset Management
Wisconsin
$1.68M +$1.68M +6,534 New
MWM
1425
Madison Wealth Management
Ohio
$1.68M +$427K +1,658 +34%
55 56
57
58 59