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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PWM
1126
Perigon Wealth Management
California
$230K 1,250 +1,250 New
TC
1127
Taylor Cottrill
New Hampshire
$227K 1,230 – –
EA
1128
Ecofin Advisors
United Kingdom
$225K 4,600 +4,600 New
WIC
1129
Woodmont Investment Counsel
Tennessee
$223K 1,207 +1,207 New
PCM
1130
Prelude Capital Management
New York
$222K 1,200 -2,280 -66%
FM
1131
Family Management
New York
$221K 1,195 +1,195 New
CCM
1132
CrestPoint Capital Management
Missouri
$221K 1,199 +1,199 New
KCPG
1133
Kavar Capital Partners Group
Kansas
$219K 1,188 +1,188 New
PMG
1134
ProVise Management Group
Florida
$218K 1,180 +1,180 New
WC
1135
Woodstock Corp
Massachusetts
$217K 1,175 -50 -4%
GD
1136
Grandfield & Dodd
New York
$216K 1,169 +1,169 New
CPA
1137
Court Place Advisors
Maryland
$215K 1,163 +1,163 New
KCA
1138
KR Capital Advisors
New York
$215K 1,165 +1,165 New
HCM
1139
Hengehold Capital Management
Ohio
$214K 1,160 +1,160 New
ACM
1140
Academy Capital Management
Texas
$213K 1,155 -535 -32%
MCWS
1141
McKinley Carter Wealth Services
West Virginia
$213K 1,151 -109 -9%
AAM
1142
Aureus Asset Management
Massachusetts
$211K 1,144 -9,425 -89%
BAS
1143
Brown Advisory Securities
Maryland
$210K 1,136 +1,136 New
AIS
1144
American Investment Services
Massachusetts
$210K 1,139 +1,139 New
NAM
1145
Needelman Asset Management
California
$208K 1,125 -225 -17%
FNBSF
1146
First National Bank Sioux Falls
South Dakota
$206K 1,115 – –
TFA
1147
Toth Financial Advisory
Virginia
$206K 1,113 +1,113 New
NIC
1148
Northwest Investment Counselors
Oregon
$206K 1,115 +1,115 New
OWD
1149
Osborn Williams & Donohoe
Ohio
$206K 1,117 +1,117 New
PTB
1150
Pioneer Trust Bank
Oregon
$206K 1,120 +1,120 New
44 45
46
47 48