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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 %
AWM
1501
Avior Wealth Management
Nebraska
$1.46M -$126K -489 -8%
AIM
1502
Acropolis Investment Management
Missouri
$1.46M +$996K +3,865 +216%
RWA
1503
Ropes Wealth Advisors
Massachusetts
$1.46M +$99K +384 +7%
JF
1504
JSF Financial
California
$1.45M +$572K +2,221 +65%
TWM
1505
Triton Wealth Management
Arizona
$1.45M +$1.45M +5,031 New
GA
1506
Greytown Advisors
Florida
$1.45M +$1.14M +4,400 +375%
AMG
1507
Asset Management Group
Connecticut
$1.44M -$29.6K -115 -2%
PMAM
1508
Picton Mahoney Asset Management
Ontario, Canada
$1.44M +$2.58K +10 +0.2%
DIM
1509
Delta Investment Management
California
$1.44M +$1.44M +5,591 New
HIS
1510
Horizon Investment Services
Indiana
$1.44M -$82.2K -319 -5%
ME
1511
McIlrath & Eck
Washington
$1.43M +$410K +1,590 +40%
LWS
1512
Lucia Wealth Services
California
$1.43M +$179K +694 +14%
HIA
1513
Harbor Investment Advisory
Maryland
$1.43M -$135K -522 -9%
KPCM
1514
Kings Point Capital Management
New York
$1.41M +$42.3K +164 +3%
CAM
1515
Close Asset Management
United Kingdom
$1.4M -$29.6K -115 -2%
XF
1516
XML Financial
Maryland
$1.39M -$32.5K -126 -2%
M
1517
MOTCO
Texas
$1.38M -$127K -494 -8%
MWA
1518
Martel Wealth Advisors
Washington
$1.38M -$28.9K -112 -2%
AP
1519
Arlington Partners
Alabama
$1.37M +$296K +1,149 +28%
GC
1520
Giverny Capital
Quebec, Canada
$1.37M – – –
IP
1521
Investment Partners
Ohio
$1.36M +$12.1K +47 +0.9%
FCIM
1522
Fairview Capital Investment Management
California
$1.36M -$886K -3,440 -40%
LSPW
1523
Lake Street Private Wealth
Illinois
$1.36M +$176K +681 +15%
RP
1524
Rice Partnership
Hawaii
$1.35M -$34.5K -134 -3%
JWS
1525
Juncture Wealth Strategies
Arizona
$1.34M +$567K +2,201 +73%
59 60
61
62 63