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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 %
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.77M +$21.4K +104 +1%
AWMS
902
Advocacy Wealth Management Services
Georgia
$1.77M -$3.3M -16,055 -65%
VFA
903
Virtus Fund Advisers
Connecticut
$1.77M – – –
ACI
904
Alpha Cubed Investments
California
$1.76M +$208K +1,010 +13%
BRF
905
B. Riley Financial
California
$1.74M -$174K -849 -9%
VWM
906
Valley Wealth Managers
New Jersey
$1.74M -$3.19M -15,500 -65%
AAC
907
Asset Advisors Corp
Georgia
$1.73M -$20.5K -100 -1%
FMC
908
First Merchants Corp
Indiana
$1.72M -$50.8K -247 -3%
BAAM
909
Baker Avenue Asset Management
California
$1.71M +$87.5K +426 +5%
CHC
910
City Holding Co
West Virginia
$1.69M – – –
CA
911
Cambridge Associates
Massachusetts
$1.68M -$4.09M -19,898 -71%
FANJ
912
Financial Architects (New Jersey)
New Jersey
$1.68M -$32.5K -158 -2%
ACS
913
Archford Capital Strategies
Illinois
$1.67M +$178K +868 +12%
VWA
914
V Wealth Advisors
Kansas
$1.67M +$1.67M +8,109 New
CC
915
Cannell & Co
New York
$1.67M +$1.67M +8,112 New
HCA
916
Harbour Capital Advisors
Virginia
$1.67M +$308K +1,497 +23%
SLG
917
Stanley-Laman Group
Pennsylvania
$1.66M -$8.65M -42,086 -84%
TCOV
918
Trust Company of Vermont
Vermont
$1.66M +$53.2K +259 +3%
AFP
919
Ausdal Financial Partners
Iowa
$1.66M +$486K +2,364 +41%
BAM
920
Brave Asset Management
New Jersey
$1.66M +$216K +1,050 +15%
BAM
921
Bruderman Asset Management
New York
$1.66M +$770K +3,744 +87%
PM
922
Penbrook Management
New York
$1.65M – – –
WA
923
Waverly Advisors
Alabama
$1.65M +$382K +1,861 +30%
BLA
924
Balter Liquid Alternatives
Massachusetts
$1.64M +$1.64M +8,000 New
1IA
925
1834 Investment Advisors
Wisconsin
$1.63M -$1.79M -8,707 -52%
35 36
37
38 39