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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 %
AMIM
1201
Aull & Monroe Investment Management
Alabama
$1M -$36.3K -150 -3%
EK
1202
Evensky & Katz
Florida
$994K -$138K -572 -12%
BCM
1203
Bluefin Capital Management
New York
$992K +$992K +4,100 New
BCA
1204
Bray Capital Advisors
Florida
$987K +$2.18K +9 +0.2%
NDSI
1205
Newman Dignan & Sheerar Inc
Rhode Island
$983K +$242 +1 +0%
TDC
1206
Thompson Davis & Co
Virginia
$981K -$292K -1,207 -23%
CC
1207
Callan Capital
California
$979K +$354K +1,463 +57%
PFO
1208
Pathstone Family Office
New Jersey
$972K – – –
OCM
1209
One Capital Management
California
$960K +$242 +1 +0%
ISL
1210
Ingalls & Snyder LLC
New York
$948K +$30.2K +125 +3%
CGL
1211
Clarius Group LLC
Washington
$938K -$15K -62 -2%
SAM
1212
Selway Asset Management
$936K +$605K +2,500 +182%
SFG
1213
StrategIQ Financial Group
Indiana
$934K -$3.14K -13 -0.3%
SFPM
1214
Sensible Financial Planning & Management
Massachusetts
$932K – – –
AEPG
1215
American Economic Planning Group
New Jersey
$932K +$71.6K +296 +8%
RIG
1216
Roosevelt Investment Group
New York
$931K -$16.2K -67 -2%
PCM
1217
Palouse Capital Management
Washington
$929K -$50.8K -210 -5%
SHWM
1218
Smith & Howard Wealth Management
Georgia
$928K – – –
RIL
1219
Rothschild Investment LLC
Illinois
$924K -$769K -3,179 -45%
ERSOT
1220
Employees Retirement System of Texas
Texas
$919K -$28.6M -118,400 -97%
FIM
1221
Frontier Investment Management
Texas
$912K -$54M -223,249 -98%
SCM
1222
Schnieders Capital Management
California
$910K +$110K +455 +14%
WAM
1223
Weatherly Asset Management
California
$908K -$4.84K -20 -0.5%
HWA
1224
HCR Wealth Advisors
California
$897K -$56.6K -234 -6%
LGWM
1225
Litman Gregory Wealth Management
California
$885K – – –
47 48
49
50 51