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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
1951
Altus Wealth Management
Kentucky
$525K +$525K +2,038 New
BC
1952
Brio Consultants
California
$524K +$20.6K +80 +4%
PRS
1953
Pinkerton Retirement Specialists
Idaho
$523K -$277K -1,075 -35%
MAM
1954
Mastrapasqua Asset Management
Tennessee
$520K +$520K +2,018 New
LA
1955
LVW Advisors
New York
$518K -$63.4K -246 -11%
DWM
1956
Dorchester Wealth Management
Quebec, Canada
$518K -$34K -132 -6%
IIC
1957
Integrated Investment Consultants
Michigan
$516K -$248K -43,099 -33%
Nomura Asset Management
1958
Nomura Asset Management
Japan
$516K +$258K +1,000 +100%
SCI
1959
Stableford Capital II
Arizona
$516K +$516K +2,003 New
ACM
1960
American Capital Management
New York
$515K -$481K -1,867 -48%
FPFS
1961
First Personal Financial Services
North Carolina
$515K -$15.5K -60 -3%
PAMU
1962
Pictet Asset Management (UK)
United Kingdom
$515K – – –
LOPW
1963
Live Oak Private Wealth
North Carolina
$515K – – –
BCI
1964
Brinker Capital Investments
Pennsylvania
$515K +$73.2K +284 +17%
IAMOG
1965
Investors Asset Management of Georgia
Georgia
$514K +$53.9K +209 +12%
PCA
1966
Private Capital Advisors
Connecticut
$514K +$263K +1,023 +105%
SCA
1967
Stillwater Capital Advisors
Pennsylvania
$513K +$344K +1,337 +204%
TSS
1968
Thomas Story & Son
Indiana
$510K – – –
FC
1969
Fulcrum Capital
Washington
$509K -$15.5K -60 -3%
OC
1970
Oarsman Capital
Wisconsin
$506K +$11.3K +44 +2%
VIP
1971
Vantage Investment Partners
Missouri
$504K – – –
AWM
1972
Altavista Wealth Management
North Carolina
$502K – – –
CFN
1973
Cordasco Financial Network
Florida
$502K – – –
GWCM
1974
Godshalk Welsh Capital Management
Pennsylvania
$499K – – –
HA
1975
HYA Advisors
Missouri
$499K +$258 +1 +0.1%
77 78
79
80 81