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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,638 hedge funds and large institutions have $174B invested in SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 638 increasing their positions, 703 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.84%
Holding in Top 10
533
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+0.76%
% of All Funds
13.29%
New
117
Increased
638
Reduced
703
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.92B
2
Bank of America
Bank of America
North Carolina
+$3.89B
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.15B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$994M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$892M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.98B
3
PC
Passport Capital
California
-$1.92B
4
UFM
Ursa Fund Management
California
-$971M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHAM
1201
Folger Hill Asset Management
New York
$942K -$2.43M -10,315 -72%
LIM
1202
Loudon Investment Management
New Hampshire
$941K – – –
FPFS
1203
First Personal Financial Services
North Carolina
$941K – – –
OCM
1204
One Capital Management
California
$936K +$60.8K +258 +7%
LAM
1205
Lebenthal Asset Management
New York
$933K -$23.6K -100 -2%
CGL
1206
Clarius Group LLC
Washington
$930K -$943 -4 -0.1%
FWCM
1207
Ferguson Wellman Capital Management
Oregon
$929K +$47.4K +201 +5%
HWA
1208
HCR Wealth Advisors
California
$929K +$280K +1,189 +43%
RIG
1209
Roosevelt Investment Group
New York
$924K -$868K -3,680 -48%
ECM
1210
EagleClaw Capital Management
Massachusetts
$918K +$74.3K +315 +9%
P
1211
Pitcairn
Pennsylvania
$917K -$16.5K -70 -2%
SFG
1212
StrategIQ Financial Group
Indiana
$914K +$61.8K +262 +7%
SFPM
1213
Sensible Financial Planning & Management
Massachusetts
$909K -$1.42K -6 -0.2%
FPCG
1214
Fort Pitt Capital Group
Pennsylvania
$905K -$67K -284 -7%
SHWM
1215
Smith & Howard Wealth Management
Georgia
$905K – – –
WP
1216
WealthSource Partners
California
$897K -$130K -553 -13%
ISL
1217
Ingalls & Snyder LLC
New York
$895K +$318K +1,347 +55%
Barrow, Hanley, Mewhinney & Strauss
1218
Barrow, Hanley, Mewhinney & Strauss
Texas
$894K -$70.7K -300 -7%
WAM
1219
Weatherly Asset Management
California
$890K +$64.8K +275 +8%
Zurich Cantonal Bank
1220
Zurich Cantonal Bank
Switzerland
$889K -$4.3M -18,231 -83%
DSI
1221
Daiwa SB Investments
Japan
$888K +$220K +935 +33%
IIC
1222
Ironwood Investment Counsel
Arizona
$881K -$192K -814 -18%
TCM
1223
Texan Capital Management
Texas
$880K -$292K -1,240 -25%
ClearBridge Investments
1224
ClearBridge Investments
New York
$876K -$24.7M -104,581 -97%
SFS
1225
Summit Financial Strategies
Ohio
$875K – – –
47 48
49
50 51