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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 %
HCM
2126
Hall Capital Management
Rhode Island
$335K – – –
TLP
2127
Trinity Legacy Partners
Texas
$335K +$57.1K +227 +21%
BFA
2128
Bluestem Financial Advisors
Illinois
$334K -$15.7K -61 -4%
PCFFS
2129
Pacific Center for Financial Services
California
$333K – – –
DK
2130
Darrell & King
Virginia
$332K +$332K +1,288 New
HP
2131
HT Partners
Connecticut
$331K – – –
MSR
2132
Main Street Research
Connecticut
$331K +$125K +485 +61%
WC
2133
Whitney & Co
New York
$330K -$389K -1,510 -54%
TAM
2134
Tealwood Asset Management
Minnesota
$330K -$57.3K -222 -15%
LFG
2135
Larson Financial Group
Missouri
$330K -$3.87K -15 -1%
PWM
2136
PRW Wealth Management
Massachusetts
$330K – – –
DLCIG
2137
D.L. Carlson Investment Group
New Hampshire
$330K +$109K +422 +49%
EGWAG
2138
Elwood & Goetz Wealth Advisory Group
Georgia
$330K +$330K +1,282 New
ACA
2139
Ascension Capital Advisors
Texas
$329K -$1.92M -7,477 -85%
CWM
2140
Cordatus Wealth Management
Pennsylvania
$329K -$158K -612 -32%
CFW
2141
CA Family Wealth
California
$329K – – –
APSI
2142
Asset Planning Services Inc
Louisiana
$329K +$9.02K +35 +3%
KFS
2143
Kelly Financial Services
Massachusetts
$329K +$34K +132 +12%
NPF
2144
Norris Perne & French
Michigan
$327K -$7.23K -28 -2%
RCM
2145
Radnor Capital Management
Pennsylvania
$325K – – –
KCM
2146
Karp Capital Management
California
$325K +$126K +489 +63%
AFC
2147
AFT Forsyth & Company
Florida
$325K -$36.1K -140 -10%
SFG
2148
StrategIQ Financial Group
Indiana
$324K +$10.6K +41 +3%
AR
2149
Advisory Research
Illinois
$323K -$2.3M -8,921 -88%
SFG
2150
SevenBridge Financial Group
Pennsylvania
$321K -$14.2K -55 -4%
84 85
86
87 88