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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 %
CWM
501
Concert Wealth Management
California
$8.94M -$1.58M -7,784 -15%
HCM
502
Howland Capital Management
Massachusetts
$8.83M -$119K -580 -1%
LNC
503
Lincoln National Corp
Pennsylvania
$8.8M +$5.36M +26,085 +156%
PIM
504
Parasol Investment Management
Illinois
$8.73M -$1.22M -5,952 -12%
Toronto Dominion Bank
505
Toronto Dominion Bank
Ontario, Canada
$8.63M +$1.89M +9,203 +28%
BWAM
506
Boyd Watterson Asset Management
Ohio
$8.63M +$565K +2,750 +7%
TSW
507
Thompson Siegel & Walmsley
Virginia
$8.63M -$11.2M -54,388 -56%
HTC
508
Haverford Trust Company
Pennsylvania
$8.59M -$22.8M -110,735 -73%
CIG
509
Consolidated Investment Group
Colorado
$8.58M +$1.19M +5,812 +16%
PAMU
510
Pictet Asset Management (UK)
United Kingdom
$8.52M +$2.64M +13,656 +45%
SPC
511
Sigma Planning Corp
Michigan
$8.43M +$3.05M +14,844 +57%
PWW
512
Pettyjohn Wood & White
Virginia
$8.43M +$134K +651 +2%
VAS
513
Valicenti Advisory Services
New York
$8.43M +$998K +4,856 +13%
BFG
514
Bouchey Financial Group
New York
$8.41M -$58.6K -285 -0.7%
PC
515
Premise Capital
Illinois
$8.38M -$28.4M -138,091 -77%
SS
516
Simplicity Solutions
Minnesota
$8.34M -$4.05M -19,687 -33%
MGA
517
MatlinPatterson Global Advisers
New York
$8.22M +$8.22M +40,000 New
CA
518
Cullinan Associates
Kentucky
$8.21M +$852K +4,147 +12%
AF
519
Arrow Financial
New York
$8.19M +$302K +1,469 +4%
AFG
520
Albion Financial Group
Utah
$8.05M +$5.14K +25 +0.1%
FMW
521
Farr Miller & Washington
District of Columbia
$8.02M -$771K -3,751 -9%
SPIO
522
Seven Post Investment Office
California
$8M +$336K +1,635 +4%
AIA
523
Avalon Investment & Advisory
Texas
$7.99M +$7.72M +37,552 +2,864%
SAM
524
Silvercrest Asset Management
New York
$7.98M -$8.25M -40,132 -51%
EA
525
Elm Advisors
California
$7.96M -$155K -755 -2%
19 20
21
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