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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,208 hedge funds and large institutions have $142B invested in SPDR S&P 500 ETF Trust in 2013 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 475 increasing their positions, 401 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+157
Holders Change %
+14.94%
% of All Funds
35.09%
Holding in Top 10
381
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+19.81%
% of All Funds
11.07%
New
232
Increased
475
Reduced
401
Closed
64
Calls
$55.3B
Puts
$78.5B
Net Calls
-$23.2B
Net Calls Change
+$12.6B

Top Buyers

1
Barclays
Barclays
United Kingdom
$8.26B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$5.13B
3
U
UBS
Switzerland
$3.15B
4
CA
Commerzbank Aktiengesellschaft
Germany
$2.84B
5
AM
Appaloosa Management
Florida
$2.1B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.55B
2
CS
Credit Suisse
Switzerland
$1.17B
3
Morgan Stanley
Morgan Stanley
New York
$9.52B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.1B
5
GWM
Greenwich Wealth Management
Connecticut
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
951
Hourglass Capital
Texas
$746K -$12K -65 -2%
BFM
952
Boston Financial Management
Massachusetts
$745K +$369 +2 +0%
HM
953
Harvest Management
New York
$739K +$739K +4,000 New
Principal Financial Group
954
Principal Financial Group
Iowa
$736K -$151K -816 -17%
WCM
955
Westend Capital Management
California
$734K +$734K +3,975 New
CCG
956
Chatham Capital Group
Georgia
$730K -$9.24K -50 -1%
RG
957
Renaissance Group
Kentucky
$730K – – –
NGA
958
Naples Global Advisors
Florida
$717K +$717K +3,881 New
FPCM
959
Financial Partners Capital Management
New York
$714K -$34.2K -185 -5%
PHS
960
Pekin Hardy Strauss
Illinois
$703K +$185 +1 +0%
CFA
961
Capstone Financial Advisors
Illinois
$703K +$703K +3,806 New
EWM
962
Empirical Wealth Management
Washington
$684K +$390K +2,112 +133%
OFS
963
Orrstown Financial Services
Pennsylvania
$678K -$129K -700 -16%
SFI
964
SPC Financial Inc
Maryland
$675K -$29.5K -160 -4%
CB
965
Chemical Bank
Michigan
$673K -$289K -1,565 -30%
FAM
966
Formidable Asset Management
Ohio
$668K +$1.8K +10 +0.3%
AI
967
Accredited Investors
Minnesota
$663K -$15.2K -82 -2%
EAMA
968
EFG Asset Management (Americas)
Florida
$660K +$660K +3,572 New
JIR
969
James Investment Research
Ohio
$657K -$52.7K -285 -7%
SLG
970
Stanley-Laman Group
Pennsylvania
$657K +$657K +3,559 New
TCM
971
Tradition Capital Management
New Jersey
$655K +$87.9K +476 +15%
SFA
972
Sequoia Financial Advisors
Ohio
$655K +$655K +3,546 New
BA
973
Bridgewater Advisors
New York
$651K +$651K +3,522 New
RMAM
974
Raab & Moskowitz Asset Management
New Jersey
$636K +$636K +3,823 New
MJRIC
975
Mogy Joel R Investment Counsel
California
$633K -$1.85K -10 -0.3%
37 38
39
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