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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 %
MCG
2001
MACRO Consulting Group
New Jersey
$857K – – –
ETS
2002
ESL Trust Services
New York
$856K – – –
HIM
2003
Hanlon Investment Management
New Jersey
$855K -$276K -739 -24%
SAMC
2004
Spectrum Asset Management (California)
California
$852K -$71K -190 -8%
CWM
2005
Concentric Wealth Management
California
$852K +$84.1K +225 +11%
WF
2006
WoodTrust Financial
Wisconsin
$849K -$133K -356 -14%
BCM
2007
Breiter Capital Management
Florida
$848K +$25.4K +68 +3%
4WM
2008
4J Wealth Management
Virginia
$848K +$848K +2,269 New
WIA
2009
Westbourne Investment Advisors
Maryland
$848K +$848K +2,269 New
VCM
2010
Versant Capital Management
Arizona
$839K +$812K +2,173 +2,977%
MCM
2011
MV Capital Management
Maryland
$838K -$3.36K -9 -0.4%
SG
2012
Strid Group
Pennsylvania
$838K – – –
CCG
2013
Capital CS Group
California
$838K +$838K +2,241 New
BWM
2014
BerganKDV Wealth Management
Minnesota
$836K -$748 -2 -0.1%
AFA
2015
Arlington Financial Advisors
California
$835K -$748 -2 -0.1%
SA
2016
SL Advisors
New Jersey
$829K -$254K -678 -23%
NIM
2017
Northeast Investment Management
Massachusetts
$829K – – –
FCT
2018
Family Capital Trust
Massachusetts
$826K -$5.61K -15 -0.7%
SIM
2019
Sadoff Investment Management
Wisconsin
$823K -$116K -311 -12%
VFP
2020
Verus Financial Partners
Virginia
$819K -$1.83M -4,881 -69%
CFMC
2021
Curbstone Financial Management Corp
New Hampshire
$819K +$74.8K +200 +10%
HNW
2022
High Note Wealth
Minnesota
$819K +$819K +2,193 New
MPIA
2023
Mountain Pacific Investment Advisers
Idaho
$818K – – –
LA
2024
LexAurum Advisors
Kansas
$816K -$210K -561 -20%
RA
2025
Rational Advisors
New York
$815K -$528K -1,412 -39%
79 80
81
82 83