SPY icon

SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,485 hedge funds and large institutions have $147B invested in SPDR S&P 500 ETF Trust in 2016 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 645 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
-58
Holders Change %
-3.76%
% of All Funds
39.63%
Holding in Top 10
459
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-1.71%
% of All Funds
12.25%
New
120
Increased
571
Reduced
645
Closed
161
Calls
$51.8B
Puts
$117B
Net Calls
-$65.2B
Net Calls Change
-$28.8B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.55B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.35B
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$852M
4
PPFA
Provida Pension Fund Administrator
Chile
+$596M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$390M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.16B
2
Goldman Sachs
Goldman Sachs
New York
-$1.32B
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.29B
4
Wells Fargo
Wells Fargo
California
-$1.19B
5
N
Natixis
France
-$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
1001
Mosaic Financial Partners
California
$1.2M – – –
RDM
1002
Retirement Design & Management
Connecticut
$1.2M -$5.36M -26,098 -82%
BSW
1003
Buckingham Strategic Wealth
Missouri
$1.19M -$796K -3,873 -40%
FIM
1004
Frontier Investment Management
Texas
$1.19M -$27.1M -136,726 -96%
EIM
1005
Emerson Investment Management
Massachusetts
$1.19M -$793K -3,859 -40%
AC
1006
Addison Capital
Pennsylvania
$1.18M -$5.96K -29 -0.5%
CCM
1007
Crossvault Capital Management
Texas
$1.18M +$48.3K +235 +4%
EGA
1008
Eagle Global Advisors
Texas
$1.16M -$61.7K -300 -5%
AMIM
1009
Aull & Monroe Investment Management
Alabama
$1.16M +$37K +180 +3%
IIA
1010
IPG Investment Advisors
California
$1.16M -$79.7K -388 -6%
OA
1011
Oxbow Advisors
Texas
$1.16M -$2.01M -9,790 -63%
GJIC
1012
Gamble Jones Investment Counsel
California
$1.15M +$26.9K +131 +2%
HEIP
1013
Hudson Edge Investment Partners
New Jersey
$1.15M – – –
SGAM
1014
Steinberg Global Asset Management
Florida
$1.15M +$7.4K +36 +0.7%
JFA
1015
JNBA Financial Advisors
Minnesota
$1.14M -$27.3K -133 -2%
NL
1016
NWAM LLC
Washington
$1.13M +$178K +865 +19%
LWAC
1017
Laurel Wealth Advisors (California)
California
$1.11M +$321K +1,563 +41%
AW
1018
ACG Wealth
Georgia
$1.11M +$342K +1,665 +44%
DWM
1019
Destination Wealth Management
California
$1.1M – – –
Fisher Asset Management
1020
Fisher Asset Management
Washington
$1.08M +$203K +976 +23%
BRWM
1021
B. Riley Wealth Management
Tennessee
$1.08M +$659K +3,205 +158%
GKWIM
1022
Gerber Kawasaki Wealth & Investment Management
California
$1.07M -$97.2K -473 -8%
VWM
1023
Venturi Wealth Management
Texas
$1.07M -$720K -3,500 -40%
ZIM
1024
Zacks Investment Management
Illinois
$1.07M -$36.4M -177,023 -97%
TCM
1025
Texan Capital Management
Texas
$1.06M -$619K -3,005 -37%
39 40
41
42 43