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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

2,707 hedge funds and large institutions have $209B invested in SPDR S&P 500 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 968 increasing their positions, 1,064 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+285
Holders Change %
+11.77%
% of All Funds
48.03%
Holding in Top 10
795
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+10.72%
% of All Funds
14.11%
New
401
Increased
968
Reduced
1,064
Closed
82
Calls
$134B
Puts
$273B
Net Calls
-$139B
Net Calls Change
-$32.6B

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.86B
2
Morgan Stanley
Morgan Stanley
New York
+$2.34B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.54B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.26B
5
Wolverine Trading
Wolverine Trading
Illinois
+$1B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.67B
2
WRTC
Wind River Trust Company
Wyoming
-$4.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.46B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.78B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
LKIM
1951
Lawson Kroeker Investment Management
Nebraska
$961K +$150K +400 +18%
AWM
1952
AllSquare Wealth Management
New York
$959K -$505K -1,351 -35%
CWM
1953
Campbell Wealth Management
Virginia
$958K +$44.8K +124 +5%
WTFG
1954
Wells Trecaso Financial Group
Ohio
$957K -$22.4K -60 -2%
BMA
1955
Brooks Moore & Associates
Tennessee
$957K – – –
CDH
1956
Charles D. Hyman
$956K +$28.8K +77 +3%
SAM
1957
SignalPoint Asset Management
Missouri
$955K +$294K +787 +45%
FNB
1958
Farmers National Bank
Kentucky
$953K +$953K +2,549 New
DP
1959
Dearborn Partners
Illinois
$943K +$3.36K +9 +0.4%
CCP
1960
Clarkston Capital Partners
Michigan
$940K +$11.2K +30 +1%
DIA
1961
Dean Investment Associates
Ohio
$935K +$3.74K +10 +0.4%
DJYG
1962
David J. Yvars Group
Florida
$934K +$934K +2,511 New
PL
1963
Parthenon LLC
Kentucky
$931K – – –
OAM
1964
Occidental Asset Management
California
$927K -$319K -853 -26%
WAS
1965
WESPAC Advisors SoCal
California
$925K -$574K -1,535 -38%
OBWP
1966
O'Brien Wealth Partners
Massachusetts
$925K -$55.3K -145 -6%
LFA
1967
Legacy Financial Advisors
Kentucky
$922K +$83K +223 +10%
BSSFA
1968
Baron Silver Stevens Financial Advisors
Florida
$920K +$920K +2,461 New
WAM
1969
Weiss Asset Management
Massachusetts
$910K -$113M -303,080 -99%
JWM
1970
JFG Wealth Management
Colorado
$907K +$529K +1,416 +140%
W
1971
Wealthquest
Ohio
$901K – – –
CCM
1972
Canal Capital Management
Virginia
$897K +$63.2K +169 +8%
W
1973
WealthStone
Ohio
$897K +$897K +2,398 New
LPT
1974
Legacy Private Trust
Wisconsin
$894K -$15K -40 -2%
BFPW
1975
BOK Financial Private Wealth
Colorado
$891K +$44.1K +118 +5%
77 78
79
80 81