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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,645 hedge funds and large institutions have $163B invested in SPDR S&P 500 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 661 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
41.07%
Holding in Top 10
520
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-2.44%
% of All Funds
12.98%
New
102
Increased
661
Reduced
676
Closed
76
Calls
$71.6B
Puts
$129B
Net Calls
-$57.1B
Net Calls Change
+$6.47B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$633M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$493M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$491M
4
WMA
White Mountains Advisors
Connecticut
+$277M
5
SLF
Sun Life Financial
Ontario, Canada
+$269M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.09B
2
Wells Fargo
Wells Fargo
California
-$2.45B
3
CWM
CIBC World Markets
New York
-$1.67B
4
Barclays
Barclays
United Kingdom
-$1.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
1001
AGF Investments Inc
Ontario, Canada
$2.02M -$301K -1,243 -13%
CCP
1002
Corient Capital Partners
California
$2.02M – – –
WCM
1003
Wunderlich Capital Managemnt
Tennessee
$2.01M +$127K +524 +7%
CCM
1004
Catawba Capital Management
Virginia
$2.01M +$2.42K +10 +0.1%
GJIC
1005
Gamble Jones Investment Counsel
California
$2M +$346K +1,432 +21%
OAM
1006
Oberweis Asset Management
Illinois
$1.99M +$155K +643 +8%
MIC
1007
Meridian Investment Counsel
California
$1.99M -$2.42K -10 -0.1%
FAM
1008
Formidable Asset Management
Ohio
$1.99M +$51.7K +214 +3%
CWA
1009
Cypress Wealth Advisors
California
$1.98M -$1.54M -6,358 -44%
HFM
1010
Harvest Fund Management
China
$1.97M – – –
AAS
1011
Annex Advisory Services
Wisconsin
$1.97M +$98.7K +408 +5%
QAM
1012
Quantres Asset Management
Cayman Islands
$1.96M +$1.96M +8,100 New
LIM
1013
Loudon Investment Management
New Hampshire
$1.96M +$990K +4,096 +103%
CBT
1014
Capital Bank & Trust
California
$1.95M +$1.95M +8,058 New
WAM
1015
Wallington Asset Management
Indiana
$1.94M +$92.1K +381 +5%
CA
1016
Clearstead Advisors
Ohio
$1.94M +$236K +976 +14%
KSA
1017
Ken Stern & Associates
California
$1.93M – – –
GIA
1018
Guyasuta Investment Advisors
Pennsylvania
$1.93M +$18.4K +76 +1%
ACM
1019
Alpha Capital Management
Texas
$1.93M +$322K +1,332 +20%
PAI
1020
Pittenger & Anderson Inc
Nebraska
$1.91M +$181K +750 +10%
VWM
1021
Venturi Wealth Management
Texas
$1.9M +$1.9M +7,860 New
FPFS
1022
First Personal Financial Services
North Carolina
$1.9M – – –
BWFA
1023
Baltimore-Washington Financial Advisors
Maryland
$1.9M +$168K +696 +10%
State of Wisconsin Investment Board
1024
State of Wisconsin Investment Board
Wisconsin
$1.88M +$1.24M +5,145 +197%
GKWIM
1025
Gerber Kawasaki Wealth & Investment Management
California
$1.88M -$398K -1,643 -18%
39 40
41
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