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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 %
EF
2151
Exeter Financial
Arizona
$320K – – –
PLFAM
2152
Pineno Levin & Ford Asset Management
Virginia
$320K – – –
AFS
2153
Axiom Financial Strategies
Indiana
$318K +$318K +1,234 New
SC
2154
Scholtz & Company
Connecticut
$317K -$4.9K -19 -2%
CT
2155
Columbia Trust
Oregon
$316K -$90K -350 -22%
SAM
2156
Sawgrass Asset Management
Florida
$316K +$8.51K +33 +3%
NIC
2157
Northwest Investment Counselors
Oregon
$316K +$21.6K +84 +7%
ACM
2158
AlphaStar Capital Management
North Carolina
$316K +$44.7K +164 +16%
KTC
2159
Kistler-Tiffany Companies
Pennsylvania
$314K – – –
MAM
2160
Meeder Asset Management
Ohio
$310K +$222K +861 +251%
DE
2161
Day & Ennis
Georgia
$309K -$83.6K -324 -21%
CCM
2162
Courage Capital Management
Tennessee
$309K – – –
LWP
2163
Legacy Wealth Planning
Nevada
$306K -$9.53K -37 -3%
BIM
2164
Bridges Investment Management
Nebraska
$306K – – –
CWA
2165
Clarity Wealth Advisors
California
$306K +$86.7K +337 +40%
NAM
2166
NorthCoast Asset Management
Connecticut
$305K +$305K +1,184 New
TC
2167
TAP Consulting
Missouri
$304K +$774 +3 +0.3%
ACM
2168
Ategra Capital Management
Virginia
$298K +$28.9K +112 +11%
ACM
2169
Academy Capital Management
Texas
$296K +$85.3K +332 +40%
JAM
2170
JCIC Asset Management
Ontario, Canada
$295K +$214K +830 +263%
PFM
2171
Peak Financial Management
Massachusetts
$292K -$104K -402 -26%
IF
2172
Ironwood Financial
Arizona
$291K -$2.57M -9,986 -90%
FNFDCM
2173
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$291K – – –
EWM
2174
Elmwood Wealth Management
California
$290K +$79.8K +303 +38%
SVWAG
2175
Sound View Wealth Advisors Group
Georgia
$290K -$31.4K -122 -10%
85 86
87
88 89