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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 %
DCM
1926
Davis Capital Management
Florida
$552K +$552K +2,143 New
FNBSF
1927
First National Bank Sioux Falls
South Dakota
$551K -$41K -159 -7%
CMP
1928
Courage Miller Partners
Virginia
$550K -$1.8K -7 -0.3%
FCFS
1929
First Command Financial Services
Texas
$550K +$56.2K +218 +11%
FCB
1930
First Command Bank
Texas
$550K +$56.2K +218 +11%
MAM
1931
Marotta Asset Management
Virginia
$548K -$119K -482 -18%
PA
1932
Paracle Advisors
Washington
$548K +$548K +2,129 New
CWM
1933
Cranbrook Wealth Management
Michigan
$546K – – –
HFP
1934
Holistic Financial Partners
Indiana
$545K +$31.7K +123 +6%
UF
1935
Univest Financial
Pennsylvania
$543K +$543K +2,107 New
RSS
1936
Rosenblum Silverman Sutton
California
$541K +$541K +2,100 New
Russell Investments Group
1937
Russell Investments Group
United Kingdom
$541K +$541K +2,100 New
IAS
1938
IMA Advisory Services
Colorado
$539K +$51.5K +200 +11%
VIM
1939
Vista Investment Management
Pennsylvania
$538K -$3.09K -12 -0.6%
PFG
1940
PAX Financial Group
Texas
$537K -$181K -640 -25%
VBFP
1941
Valtinson Bruner Financial Planning
Minnesota
$535K -$10.5K -37 -2%
HCA
1942
Horan Capital Advisors
Ohio
$535K – – –
LRPA
1943
L. Roy Papp & Associates
Arizona
$534K +$140K +542 +35%
ACA
1944
Affinity Capital Advisors
California
$534K +$209K +730 +64%
CSA
1945
Cottage Street Advisors
Massachusetts
$532K +$45.9K +178 +9%
PIM
1946
Provident Investment Management
Michigan
$530K -$187K -725 -26%
CC
1947
Capital Counsel
New York
$530K +$2.58K +10 +0.5%
PWA
1948
Physician Wealth Advisors
Utah
$528K +$34.3K +123 +7%
Credit Agricole
1949
Credit Agricole
France
$527K +$527K +2,043 New
HWM
1950
HighMark Wealth Management
Minnesota
$525K – – –
76 77
78
79 80