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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 %
BWA
901
BlueSky Wealth Advisors
North Carolina
$2.55M -$206K -873 -7%
GT
902
Greenleaf Trust
Michigan
$2.55M -$105K -447 -4%
AW
903
Alpha Windward
Massachusetts
$2.55M -$277K -1,175 -10%
BMCM
904
Bryn Mawr Capital Management
Pennsylvania
$2.55M +$177K +750 +7%
SFA
905
Sequoia Financial Advisors
Ohio
$2.54M +$86.3K +366 +4%
CPA
906
Columbia Pacific Advisors
Washington
$2.54M +$2.54M +10,785 New
LIA
907
LS Investment Advisors
Michigan
$2.52M – – –
QCMC
908
Quantum Capital Management (California)
California
$2.52M -$570K -2,420 -18%
RCAG
909
Rehmann Capital Advisory Group
Michigan
$2.5M -$14.9K -63 -0.6%
LC
910
Lourd Capital
California
$2.5M -$516K -2,188 -17%
BRM
911
Boston Research & Management
Massachusetts
$2.48M -$5.89K -25 -0.2%
HIM
912
Hanlon Investment Management
New Jersey
$2.47M -$282K -1,195 -10%
BCM
913
BTC Capital Management
Iowa
$2.46M – – –
CAS
914
Cue Advisory Services
Arizona
$2.46M +$127K +540 +5%
TCM
915
Tradition Capital Management
New Jersey
$2.45M -$89.1K -378 -4%
AC
916
Addison Capital
Pennsylvania
$2.45M +$357K +1,514 +17%
VHAM
917
Van Hulzen Asset Management
California
$2.44M +$47.1K +200 +2%
DWM
918
Doyle Wealth Management
Florida
$2.43M +$2.43M +10,316 New
CFA
919
CT Financial Advisors
Pennsylvania
$2.43M -$1.41M -5,972 -37%
CAM
920
Cubic Asset Management
Massachusetts
$2.43M -$55.4K -235 -2%
IWM
921
IHT Wealth Management
Illinois
$2.43M +$844K +3,594 +53%
DIA
922
Denver Investment Advisors
Colorado
$2.41M -$71.7K -304 -3%
OFW
923
Omnia Family Wealth
Florida
$2.39M +$12.3K +52 +0.5%
DMC
924
Drexel Morgan & Co
Pennsylvania
$2.38M – – –
FAM
925
Fenimore Asset Management
New York
$2.37M -$1.55M -6,555 -40%
35 36
37
38 39