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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 %
MCM
976
McMillion Capital Management
North Carolina
$624K +$55.2K +299 +10%
FWCM
977
Ferguson Wellman Capital Management
Oregon
$612K -$25.8K -140 -4%
DIS
978
Diversified Investment Strategies
Louisiana
$611K -$60K -325 -9%
MHS
979
M Holdings Securities
Oregon
$611K +$611K +3,310 New
CAM
980
Carret Asset Management
New York
$609K -$5.55K -30 -0.9%
GIA
981
Granite Investment Advisors
New Hampshire
$605K -$36.9K -200 -6%
CAM
982
Congress Asset Management
Massachusetts
$597K – – –
HCM
983
Harvest Capital Management
New Hampshire
$586K -$6.46K -35 -1%
SIM
984
Sigma Investment Management
Oregon
$584K +$112K +609 +24%
RT
985
Rockland Trust
Massachusetts
$581K -$874K -4,730 -60%
AAA
986
Alpine Associates Advisors
New Jersey
$573K +$573K +3,100 New
PP
987
Palladium Partners
Virginia
$566K – – –
CCM
988
Crossvault Capital Management
Texas
$563K +$563K +3,050 New
RMCM
989
Reynders McVeigh Capital Management
Massachusetts
$559K – – –
BIM
990
Bridgecreek Investment Management
Oklahoma
$554K +$27.7K +150 +5%
AIM
991
Arcadia Investment Management
Michigan
$538K +$18.5K +100 +4%
CC
992
Cornerstone Capital
California
$536K -$83.2K -450 -13%
FHC
993
First Houston Capital
Texas
$536K +$434K +2,350 +427%
WCP
994
Welch Capital Partners
New York
$530K +$251K +1,360 +90%
DSC
995
Duncker Streett & Co
Missouri
$528K +$9.24K +50 +2%
DP
996
Dearborn Partners
Illinois
$525K +$923 +5 +0.2%
NFG
997
NewFocus Financial Group
Washington
$525K +$525K +2,845 New
WCM
998
Wealthcare Capital Management
Virginia
$518K -$9.23K -50 -2%
Eagle Capital Management (New York)
999
Eagle Capital Management (New York)
New York
$517K +$517K +2,800 New
TWM
1000
Torch Wealth Management
Ohio
$511K +$511K +2,767 New
38 39
40
41 42