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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 %
RVPG
1226
Relative Value Partners Group
$873K +$400K +1,693 +85%
LGWM
1227
Litman Gregory Wealth Management
California
$863K – – –
CPA
1228
Clear Perspective Advisors
Illinois
$863K – – –
OA
1229
Outfitter Advisors
Virginia
$861K – – –
SIAP
1230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$861K +$5.66K +24 +0.7%
NFG
1231
NewFocus Financial Group
Washington
$839K -$19.3K -82 -2%
AEPG
1232
American Economic Planning Group
New Jersey
$839K +$839K +3,557 New
MCWS
1233
McKinley Carter Wealth Services
West Virginia
$837K +$8.72K +37 +1%
LF
1234
Lee Financial
Texas
$835K +$42.4K +180 +5%
WHG
1235
Westwood Holdings Group
Texas
$833K +$20.7K +88 +3%
JPMIA
1236
J.P. Marvel Investment Advisors
Massachusetts
$832K – – –
CANC
1237
Culbertson A N & Co
Virginia
$828K -$8.72K -37 -1%
Edgewood Management
1238
Edgewood Management
Connecticut
$825K -$9.85M -41,769 -92%
JIR
1239
James Investment Research
Ohio
$825K – – –
CCG
1240
Chatham Capital Group
Georgia
$816K +$134K +570 +20%
MJRIC
1241
Mogy Joel R Investment Counsel
California
$814K – – –
NCM
1242
Noesis Capital Mangement
Florida
$810K -$213K -902 -21%
RWM
1243
RKL Wealth Management
Pennsylvania
$809K +$56.3K +239 +7%
FC
1244
Forte Capital
New York
$807K -$3.22M -13,658 -80%
PO
1245
Private Ocean
California
$807K -$707 -3 -0.1%
BC
1246
Burney Company
Virginia
$806K +$41.3K +175 +5%
RWA
1247
River Wealth Advisors
Pennsylvania
$804K +$28.5K +121 +4%
ZB
1248
Zions Bancorporation
Utah
$795K -$59.5K -252 -7%
HC
1249
Hourglass Capital
Texas
$795K -$48.8K -207 -6%
HFBOT
1250
Home Federal Bank of Tennessee
Tennessee
$794K – – –
48 49
50
51 52