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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,638 hedge funds and large institutions have $174B invested in SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 638 increasing their positions, 703 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.84%
Holding in Top 10
533
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+0.76%
% of All Funds
13.29%
New
117
Increased
638
Reduced
703
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.92B
2
Bank of America
Bank of America
North Carolina
+$3.89B
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.15B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$994M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$892M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.98B
3
PC
Passport Capital
California
-$1.92B
4
UFM
Ursa Fund Management
California
-$971M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
776
Brouwer & Janachowski
California
$4.22M -$44.8K -190 -1%
PG
777
Patten Group
Tennessee
$4.22M +$60.2K +256 +1%
MPM
778
Meritage Portfolio Management
Kansas
$4.2M -$791K -3,357 -16%
SCM
779
Sterneck Capital Management
Missouri
$4.2M -$472K -2,003 -10%
CA
780
Cumberland Advisors
Florida
$4.19M – – –
RTS
781
Round Table Services
New Jersey
$4.16M +$434K +1,840 +12%
VIA
782
Vantage Investment Advisors
Pennsylvania
$4.14M +$13.4K +57 +0.3%
AIM
783
Astor Investment Management
Illinois
$4.13M -$499K -2,116 -11%
IAA
784
Independent Advisor Alliance
North Carolina
$4.11M +$4.11M +17,518 New
SMC
785
Smith, Moore & Co
Missouri
$4.11M +$156K +661 +4%
KFS
786
Kurt F. Somerville
$4.08M – – –
UAS
787
United Asset Strategies
New York
$4.06M -$266K -1,129 -6%
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$4.03M -$868K -3,680 -18%
IC
789
Iconiq Capital
California
$4.02M +$15.6K +66 +0.4%
HWA
790
Heritage Wealth Advisors
Virginia
$4.01M +$950K +4,029 +31%
CSIC
791
Clifford Swan Investment Counsel
California
$4M +$437K +1,853 +12%
ACI
792
Alpha Cubed Investments
California
$3.98M -$582K -2,469 -13%
FFM
793
Fullerton Fund Management
Singapore
$3.97M +$3.97M +16,824 New
LNB
794
Ledyard National Bank
$3.95M +$64.6K +274 +2%
WS
795
Wedbush Securities
California
$3.93M +$1.18K +5 +0%
SCM
796
Shapiro Capital Management
Georgia
$3.92M -$15.4M -65,119 -80%
WIP
797
Wellesley Investment Partners
Massachusetts
$3.91M -$962K -4,082 -20%
FANJ
798
Financial Architects (New Jersey)
New Jersey
$3.84M +$2.48M +10,502 +182%
4IG
799
440 Investment Group
Kansas
$3.81M +$3.81M +16,181 New
MNA
800
Manning & Napier Advisors
New York
$3.81M -$3.01M – –
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