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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 %
HIIFS
651
Harel Insurance Investments & Financial Services
Israel
$4.67M +$2.57M +12,521 +122%
SNT
652
Security National Trust
West Virginia
$4.66M -$14.6K -71 -0.3%
AFG
653
Arkansas Financial Group
Arkansas
$4.61M -$14.4K -70 -0.3%
IF
654
IRON Financial
Illinois
$4.6M -$4.35M -21,149 -49%
BJ
655
Brouwer & Janachowski
California
$4.6M -$70.9K -345 -2%
SIM
656
Strategic Investment Management
Virginia
$4.59M +$249K +1,210 +6%
SIC
657
Salem Investment Counselors
North Carolina
$4.55M +$137K +667 +3%
WIP
658
Wellesley Investment Partners
Massachusetts
$4.52M +$37.6K +183 +0.8%
WCM
659
Weatherstone Capital Management
Colorado
$4.49M -$5.69M -27,665 -56%
NFG
660
Next Financial Group
Texas
$4.48M +$98.8K +481 +2%
S
661
SignatureFD
Georgia
$4.48M +$411K +1,998 +10%
FT
662
Fiduciary Trust
Massachusetts
$4.45M -$92.1K -448 -2%
PCM
663
Perritt Capital Management
Illinois
$4.42M -$131K -639 -3%
MIM
664
Macroview Investment Management
Maryland
$4.42M +$769K +3,742 +21%
CT
665
Cambridge Trust
Massachusetts
$4.41M +$83.2K +405 +2%
CCM
666
Convector Capital Management
New York
$4.4M – – –
WA
667
Wealth Architects
California
$4.38M +$251K +1,219 +6%
AWA
668
Arete Wealth Advisors
Illinois
$4.37M +$828K +4,028 +23%
SHA
669
Smith Hayes Advisers
Nebraska
$4.37M +$111K +539 +3%
NG
670
NatWest Group
United Kingdom
$4.36M – – –
TFCP
671
Twin Focus Capital Partners
Massachusetts
$4.34M -$63.9K -311 -1%
FFSOTS
672
Fiduciary Financial Services of The Southwest
Texas
$4.31M -$49.3K -240 -1%
BB
673
Bell Bank
North Dakota
$4.31M -$162K -787 -4%
CL
674
CIM LLC
New York
$4.3M -$9.25K -45 -0.2%
EAMA
675
EFG Asset Management (Americas)
Florida
$4.24M -$139K -689 -3%
25 26
27
28 29