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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,485 hedge funds and large institutions have $147B invested in SPDR S&P 500 ETF Trust in 2016 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 645 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
-58
Holders Change %
-3.76%
% of All Funds
39.63%
Holding in Top 10
459
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-1.71%
% of All Funds
12.25%
New
120
Increased
571
Reduced
645
Closed
161
Calls
$51.8B
Puts
$117B
Net Calls
-$65.2B
Net Calls Change
-$28.8B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.55B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.35B
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$852M
4
PPFA
Provida Pension Fund Administrator
Chile
+$596M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$390M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.16B
2
Goldman Sachs
Goldman Sachs
New York
-$1.32B
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.29B
4
Wells Fargo
Wells Fargo
California
-$1.19B
5
N
Natixis
France
-$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
326
Sabby Management
Florida
$22.4M +$22.4M +108,899 New
KWMG
327
King Wealth Management Group
Florida
$22.2M -$92.1K -448 -0.4%
CAL
328
Capital Advisors Ltd
Ohio
$22.1M -$90.8K -442 -0.4%
WT
329
Washington Trust
Rhode Island
$22.1M -$1.61M -7,816 -7%
HCMNY
330
Howard Capital Management (New York)
New York
$22M +$996K +4,846 +5%
BCM
331
Bluefin Capital Management
New York
$21.6M +$20.4M +99,300 +1,742%
CCMG
332
Clark Capital Management Group
Pennsylvania
$21.5M -$41.3M -201,031 -66%
FCI
333
Financial Counselors Inc
Kansas
$20.9M -$538K -2,620 -3%
IAA
334
Ironsides Asset Advisors
North Carolina
$20.6M +$20.2M +3,248,063 +4,679%
TM
335
Tikvah Management
North Carolina
$20.6M -$6.07M -29,520 -23%
EAM
336
EverPoint Asset Management
Connecticut
$20.6M -$51.4M -250,000 -71%
BB
337
Busey Bank
Illinois
$20.5M -$636K -3,096 -3%
AC
338
Alexandria Capital
Virginia
$20.5M +$277K +1,347 +1%
BOTW
339
Bank of the West
California
$20.2M +$456K +2,218 +2%
BII
340
Bainco International Investors
Massachusetts
$19.9M +$7.06M +34,371 +55%
FFS
341
Founders Financial Securities
Maryland
$19.7M -$3.93M -19,119 -17%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$19.7M -$142M -687,628 -88%
SYBT
343
Stock Yards Bank & Trust
Kentucky
$19.4M -$7.23M -35,187 -27%
BWA
344
Burt Wealth Advisors
Maryland
$19.4M -$189K -921 -1%
FIM
345
Freedom Investment Management
Connecticut
$19.3M -$43.3M -210,637 -69%
AIIMS
346
Analyst IMS Investment Management Services
Israel
$19.3M +$922K +4,488 +5%
ZCA
347
Zeke Capital Advisors
Pennsylvania
$19.3M +$19.3M +93,854 New
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$19.2M +$669K +3,255 +4%
First Eagle Investment Management
349
First Eagle Investment Management
New York
$19M – – –
CIA
350
Choate Investment Advisors
Massachusetts
$18.9M -$1.02M -4,971 -5%
12 13
14
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