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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 %
AFAS
1901
Acorn Financial Advisory Services
Virginia
$581K +$75.6K +293 +15%
PWAG
1902
Polaris Wealth Advisory Group
California
$580K -$330K -1,279 -36%
CCM
1903
Coe Capital Management
Illinois
$576K +$576K +2,234 New
IP
1904
Isthmus Partners
Wisconsin
$575K +$575K +2,232 New
LKIM
1905
Lawson Kroeker Investment Management
Nebraska
$571K +$10.3K +40 +2%
BWM
1906
BerganKDV Wealth Management
Minnesota
$568K -$108K -418 -16%
W
1907
WealthOne
New York
$568K -$56.5K -219 -9%
BFWA
1908
Benchmark Financial Wealth Advisors
Florida
$568K +$2.32K +9 +0.4%
BMM
1909
Buffington Mohr McNeal
Idaho
$567K -$25.8K -100 -4%
AA
1910
Aufman Associates
Pennsylvania
$564K – – –
BL
1911
Balentine LLC
Georgia
$563K +$563K +2,186 New
FCMC
1912
Founders Capital Management (Connecticut)
Connecticut
$562K -$21.6K -84 -4%
VFP
1913
Verus Financial Partners
Virginia
$562K +$773 +3 +0.1%
FWM
1914
Fairhaven Wealth Management
Illinois
$561K -$14.7K -57 -3%
RPGK
1915
Retirement Planning Group (Kansas)
Kansas
$559K -$632K -2,451 -53%
GPWA
1916
Great Point Wealth Advisors
Massachusetts
$559K -$30.4K -118 -5%
CB
1917
CNB Bank
Pennsylvania
$559K +$112K +433 +25%
WIC
1918
Whitegate Investment Counselors
New Hampshire
$558K -$46.7K -181 -8%
TGAM
1919
TBH Global Asset Management
Tennessee
$558K -$5.16K -20 -0.9%
CPSAC
1920
Chas P. Smith & Associates (CPS)
Florida
$558K +$2.32K +9 +0.4%
WEC
1921
Winslow Evans & Crocker
Massachusetts
$558K +$25.8K +100 +5%
BWI
1922
Beacon Wealthcare Inc
North Carolina
$557K -$960K -3,725 -63%
BWCS
1923
Beirne Wealth Consulting Services
Connecticut
$557K -$73.8K -285 -12%
FCA
1924
FinTrust Capital Advisors
South Carolina
$553K +$344K +1,335 +165%
DBRC
1925
D.B. Root & Company
Pennsylvania
$552K +$13.1K +51 +2%
75 76
77
78 79