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

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.55B
2
CS
2
Credit Suisse
Switzerland
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$9.52B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1B
5
GWM
5
Greenwich Wealth Management
Connecticut
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PR
1076
Payden & Rygel
California
$316K +$55.5K +300 +21%
GKIM
1077
GW&K Investment Management
Massachusetts
$312K +$312K +1,688 New
GP
1078
Girard Partners
Pennsylvania
$311K +$311K +1,683 New
WPP
1079
Whalerock Point Partners
Rhode Island
$308K +$308K +1,668 New
PAMG
1080
Patton Albertson Miller Group
Tennessee
$308K +$308K +1,670 New
ZCI
1081
Zevenbergen Capital Investments
Washington
$307K -$18.5K -100 -6%
PCM
1082
Parsons Capital Management
Rhode Island
$304K +$1.85K +10 +0.6%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$303K +$3.69K +20 +1%
ELC
1084
Edgar Lomax Company
Virginia
$299K -$712K -3,860 -70%
RFA
1085
Reilly Financial Advisors
California
$298K +$6.09K +33 +2%
CRC
1086
Curi RMB Capital
Illinois
$297K – – –
CASB
1087
Cape Ann Savings Bank
Massachusetts
$297K – – –
GAM
1088
Garrison Asset Management
Arkansas
$294K +$4.06K +22 +1%
CPO
1089
Cerity Partners OCIO
New York
$292K -$38.1K -206 -12%
SCA
1090
STALEY CAPITAL ADVISERS
Pennsylvania
$291K – – –
CW
1091
Cobiz Wealth
Colorado
$287K -$17.3K -94 -6%
BIC
1092
Bridges Investment Counsel
Nebraska
$287K -$4.61K -25 -2%
KPCM
1093
Kings Point Capital Management
New York
$280K +$58K +314 +26%
CAMI
1094
Concord Asset Management (Illinois)
Illinois
$279K – – –
CCM
1095
Copeland Capital Management
Pennsylvania
$277K – – –
ACM
1096
Antonetti Capital Management
Florida
$274K +$554 +3 +0.2%
WA
1097
WealthTrust Axiom
Pennsylvania
$274K +$274K +1,485 New
BFA
1098
Bragg Financial Advisors
North Carolina
$273K – – –
PRHC
1099
P.R. Herzig & Co
New York
$271K – – –
FIB
1100
First Interstate Bank
Montana
$270K – – –
42 43
44
45 46