SPY icon

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 %
CG
826
Cutler Group
California
$2.28M -$2.46M -11,954 -52%
JWM
827
Jackson Wealth Management
Florida
$2.27M -$3.47M -16,968 -60%
DWA
828
Douglass Winthrop Advisors
New York
$2.27M -$255K -1,240 -10%
BA
829
Boston Advisors
Massachusetts
$2.27M -$290K -1,410 -11%
VKH
830
Virtu KCG Holdings
New York
$2.26M -$29.6M -143,813 -93%
ZF
831
Zhang Financial
Michigan
$2.26M +$6.78K +33 +0.3%
FSA
832
Franklin Street Advisors
North Carolina
$2.26M +$308K +1,500 +16%
PFS
833
Prospera Financial Services
Texas
$2.22M +$757K +3,682 +52%
Kovitz Investment Group Partners
834
Kovitz Investment Group Partners
Illinois
$2.22M +$2.22M +10,795 New
EWA
835
Exencial Wealth Advisors
Oklahoma
$2.22M +$2.26K +11 +0.1%
RCAG
836
Rehmann Capital Advisory Group
Michigan
$2.21M +$614K +2,989 +39%
UBWV
837
United Bank (West Virginia)
West Virginia
$2.2M -$296K -1,438 -12%
LNWWM
838
Laird Norton Wetherby Wealth Management
California
$2.19M -$34.7K -169 -2%
SMH
839
Sanders Morris Harris
Texas
$2.18M +$2.18M +10,599 New
CAM
840
Cubic Asset Management
Massachusetts
$2.17M -$14.4K -70 -0.7%
BG
841
Bahl & Gaynor
Ohio
$2.17M +$35.2K +171 +2%
BRM
842
Boston Research & Management
Massachusetts
$2.16M -$40.7K -198 -2%
FFA
843
Fragasso Financial Advisors
Pennsylvania
$2.16M -$7.93M -38,587 -79%
IC
844
Inverness Counsel
New York
$2.16M -$2.14M – –
VNA
845
Valley National Advisers
Pennsylvania
$2.16M -$74K -360 -3%
NSAM
846
North Star Asset Management
Wisconsin
$2.15M +$5.14K +25 +0.2%
IF
847
Ironwood Financial
Arizona
$2.15M +$2.15M +10,436 New
TFA
848
Transamerica Financial Advisors
Florida
$2.14M -$716K -3,482 -25%
IEFM
849
IQ EQ Fund Management
Ireland
$2.13M +$513K +2,453 +32%
WCM
850
Washington Capital Management
Washington
$2.12M -$730K -3,550 -26%
32 33
34
35 36