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SPDR S&P 500 ETF Trust
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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 %
ACM
1001
Alpha Capital Management
Texas
$509K -$81.3K -440 -14%
OA
1002
Oxbow Advisors
Texas
$503K -$247K -1,340 -33%
EWM
1003
Endurance Wealth Management
Rhode Island
$503K -$31.7K -172 -6%
WEC
1004
Winslow Evans & Crocker
Massachusetts
$502K +$502K +2,721 New
SFG
1005
Sage Financial Group
Pennsylvania
$501K +$501K +2,711 New
QSS
1006
Quantitative Systematic Strategies
Florida
$500K +$500K +2,720 New
BFC
1007
Blue Fin Capital
Rhode Island
$485K +$485K +2,627 New
CYG
1008
Clean Yield Group
Vermont
$470K – – –
PAS
1009
Professional Advisory Services
Florida
$468K -$60K -325 -11%
SCIA
1010
Sanibel Captiva Investment Advisers
Illinois
$458K – – –
IT
1011
Independence Trust
Tennessee
$457K – – –
TCOO
1012
Trust Company of Oklahoma
Oklahoma
$456K – – –
TIM
1013
Thornburg Investment Management
New Mexico
$451K +$451K +2,443 New
MYAM
1014
Meiji Yasuda Asset Management
Japan
$448K -$339K -1,835 -43%
MCC
1015
Mid Continent Capital
Illinois
$447K -$72K -390 -14%
HIMC
1016
Heritage Investors Management Corp
Maryland
$447K +$447K +2,420 New
RFC
1017
Russell Frank Company
Washington
$445K -$1.32M -7,400 -75%
DMS
1018
Discretionary Management Services
Kansas
$443K +$443K +2,400 New
FCCM
1019
First City Capital Management
Georgia
$436K – – –
DIA
1020
Dean Investment Associates
Ohio
$435K +$2.03K +11 +0.5%
WP
1021
WMS Partners
Maryland
$434K – – –
OMC
1022
Overbrook Management Corp
New York
$432K +$61.8K +335 +17%
FPIS
1023
Financial Planning & Information Services
Wisconsin
$430K +$430K +2,329 New
CIA
1024
Capital Investment Advisors
Georgia
$427K +$427K +2,310 New
CDIA
1025
Capital Directions Investment Advisors
Georgia
$424K +$229K +1,239 +117%
39 40
41
42 43