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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,908 hedge funds and large institutions have $188B invested in SPDR S&P 500 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 657 increasing their positions, 695 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
+250
Holders Change %
+15.08%
% of All Funds
43.33%
Holding in Top 10
616
Holding in Top 10 Change
+110
Holding in Top 10 Change %
+21.74%
% of All Funds
13.99%
New
345
Increased
657
Reduced
695
Closed
77
Calls
$95B
Puts
$214B
Net Calls
-$119B
Net Calls Change
-$16B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.35B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.37B
3
Jane Street
Jane Street
New York
+$1.86B
4
Goldman Sachs
Goldman Sachs
New York
+$1.66B
5
IG
ING Group
Netherlands
+$1.41B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
UBS Group
UBS Group
Switzerland
-$4.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.11B
4
Citigroup
Citigroup
New York
-$2.91B
5
Allianz Asset Management
Allianz Asset Management
Germany
-$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
901
Dakota Wealth Management
Florida
$4.08M +$325K +1,218 +9%
SBH
902
Segall Bryant & Hamill
Illinois
$4.06M -$40.3K -151 -1%
KSA
903
Ken Stern & Associates
California
$4.02M +$802K +3,004 +25%
BAM
904
Barrett Asset Management
New York
$4.02M +$193K +725 +5%
AAM
905
Aureus Asset Management
Massachusetts
$4.01M – – –
WPA
906
West Paces Advisors
Georgia
$4M -$457K -1,712 -10%
LPC
907
Loeb Partners Corp
New York
$3.99M +$1.07M +4,000 +37%
MC
908
Middleton & Co
Massachusetts
$3.98M -$439K -1,646 -10%
CIM
909
Confluence Investment Management
Missouri
$3.97M -$204K -766 -5%
CAM
910
Columbia Asset Management
Michigan
$3.96M -$27K -101 -0.7%
RMC
911
Regis Management Company
California
$3.94M – – –
Luther King Capital Management (LKCM)
912
Luther King Capital Management (LKCM)
Texas
$3.94M +$767K +2,872 +24%
BW
913
Bison Wealth
Georgia
$3.92M +$34.7K +130 +0.9%
NFC
914
Northeast Financial Consultants
Connecticut
$3.9M +$711K +2,664 +22%
AIM
915
Allen Investment Management
New York
$3.88M +$3.88M +14,543 New
NF
916
Nikulski Financial
Iowa
$3.88M +$3.88M +14,541 New
BMCM
917
Bryn Mawr Capital Management
Pennsylvania
$3.83M – – –
MWM
918
Mission Wealth Management
California
$3.83M -$933K -3,495 -20%
BIC
919
Beach Investment Counsel
Pennsylvania
$3.82M – – –
WIP
920
Wellesley Investment Partners
Massachusetts
$3.8M -$10.1K -38 -0.3%
CA
921
Cumberland Advisors
Florida
$3.79M +$307K +1,150 +9%
CSM
922
CAMG Solamere Management
North Carolina
$3.79M -$911K -3,825 -19%
SFFS
923
Stonehage Fleming Financial Services
Jersey
$3.79M +$110K +412 +3%
GCA
924
Guardian Capital Advisors
Ontario, Canada
$3.77M +$116K +413 +3%
CG
925
Caprock Group
Idaho
$3.77M -$4.47M -15,917 -54%
35 36
37
38 39