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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,645 hedge funds and large institutions have $163B invested in SPDR S&P 500 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 661 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
41.07%
Holding in Top 10
520
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-2.44%
% of All Funds
12.98%
New
102
Increased
661
Reduced
676
Closed
76
Calls
$71.6B
Puts
$129B
Net Calls
-$57.1B
Net Calls Change
+$6.47B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$633M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$493M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$491M
4
WMA
White Mountains Advisors
Connecticut
+$277M
5
SLF
Sun Life Financial
Ontario, Canada
+$269M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.09B
2
Wells Fargo
Wells Fargo
California
-$2.45B
3
CWM
CIBC World Markets
New York
-$1.67B
4
Barclays
Barclays
United Kingdom
-$1.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
501
Goelzer Investment Management
Indiana
$12.9M -$1.81M -7,474 -12%
LA
502
Linden Advisors
New York
$12.9M +$12.9M +53,200 New
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$12.8M -$2.31M -9,542 -15%
NRS
504
Neville Rodie & Shaw
New York
$12.8M +$1.55M +6,394 +14%
IIM
505
Ivory Investment Management
New York
$12.7M -$26.3M -108,915 -67%
AMCA
506
Arthur M. Cohen & Associates
Illinois
$12.7M +$1.53M +6,336 +14%
UR
507
USCA RIA
Texas
$12.7M -$888K -3,671 -7%
PCA
508
Personal Capital Advisors
California
$12.6M -$504K -2,085 -4%
PWM
509
Perigon Wealth Management
California
$12.5M +$365K +1,502 +3%
TIM
510
Tortoise Investment Management
New York
$12.5M +$427K +1,765 +4%
CPIG
511
Chicago Partners Investment Group
Illinois
$12.4M +$11.3M +50,754 +1,033%
Comerica Bank
512
Comerica Bank
Texas
$12.4M +$145K +587 +1%
IF
513
IRON Financial
Illinois
$12.4M +$2.84M +11,764 +30%
FHB
514
First Hawaiian Bank
Hawaii
$12.3M -$149K -617 -1%
MVP
515
Miller Value Partners
Florida
$12.3M +$12.3M +50,942 New
FIB
516
First Interstate Bank
Montana
$12.2M – – –
Calamos Advisors
517
Calamos Advisors
Illinois
$12.2M -$56M -231,715 -82%
MGIA
518
Moneta Group Investment Advisors
Missouri
$12.1M +$206K +854 +2%
MCTIC
519
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$12.1M -$11.8M – –
JP
520
Jana Partners
New York
$12.1M +$12.1M +50,000 New
ZIM
521
Zacks Investment Management
Illinois
$12M +$4.66M +19,256 +63%
NVCHI
522
New Vernon Capital Holdings II
New Jersey
$12M -$633K -2,617 -5%
DPI
523
Diversified Portfolios Inc
Michigan
$12M -$548K -2,266 -4%
GWM
524
Geneos Wealth Management
Colorado
$11.9M +$2.98M +12,312 +33%
Schroder Investment Management Group
525
Schroder Investment Management Group
United Kingdom
$11.9M +$1.09M +4,535 +10%
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