SPY icon

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 %
SAM
1551
Secure Asset Management
Michigan
$1.28M +$704K +2,730 +123%
SWMG
1552
Strategic Wealth Management Group
Maryland
$1.27M +$121K +468 +10%
RHBC
1553
R.H. Bluestein & Co
Michigan
$1.27M -$6.36M -24,662 -83%
FANJ
1554
Financial Architects (New Jersey)
New Jersey
$1.27M +$40K +155 +3%
TSWM
1555
Triangle Securities Wealth Management
North Carolina
$1.27M -$102K -396 -7%
SFS
1556
Summit Financial Strategies
Ohio
$1.27M -$4.12K -16 -0.3%
TCM
1557
Tufton Capital Management
Maryland
$1.26M -$10.6K -41 -0.8%
PAIM
1558
Punch & Associates Investment Management
Minnesota
$1.26M -$962K -3,733 -43%
SIS
1559
SVB Investment Services
Utah
$1.26M -$543K -2,107 -30%
DIA
1560
Dana Investment Advisors
Wisconsin
$1.26M -$92.8K -360 -7%
PFC
1561
Phocas Financial Corp
California
$1.25M -$1.7M – –
MS
1562
Marshall & Sullivan
Washington
$1.24M – – –
CWM
1563
Cahaba Wealth Management
Georgia
$1.22M +$109K +422 +10%
SC
1564
Searle & Co
Connecticut
$1.21M +$129K +500 +12%
QPWM
1565
Quadrant Private Wealth Management
Pennsylvania
$1.21M +$495K +1,920 +69%
BCP
1566
Blackhawk Capital Partners
Wisconsin
$1.2M +$1.2M +3,735 New
HR
1567
Hardy Reed
Mississippi
$1.2M – – –
OAM
1568
Occidental Asset Management
California
$1.2M +$643K +2,495 +115%
OA
1569
Oxbow Advisors
Texas
$1.2M +$202K +782 +20%
B
1570
Bellecapital
Switzerland
$1.2M – – –
PCM
1571
Penserra Capital Management
California
$1.2M +$608K +2,079 +103%
OCM
1572
One Capital Management
California
$1.19M +$180K +700 +18%
MFC
1573
Miramar Fiduciary Corp
Nevada
$1.18M – – –
SGCA
1574
Steel Grove Capital Advisors
Tennessee
$1.18M -$116K -452 -9%
VDFA
1575
Vickerman & Driscoll Financial Advisors
Washington
$1.18M +$837K +3,247 +247%
61 62
63
64 65