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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
$10.2B
2
Bank of America
Bank of America
North Carolina
$11.6B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$2.29B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$994M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$959M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.3B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.16M
3
PC
Passport Capital
California
$0
4
UFM
Ursa Fund Management
California
$0
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1251
Arete Wealth Advisors
Illinois
$789K -$954K -4,047 -55%
PAMG
1252
Patton Albertson Miller Group
Tennessee
$787K +$12K +50 +2%
SCM
1253
Schnieders Capital Management
California
$780K +$51.2K +217 +7%
IEFM
1254
IQ EQ Fund Management
Ireland
$778K – – –
ELC
1255
Edgar Lomax Company
Virginia
$774K – – –
IFA
1256
Interactive Financial Advisors
Illinois
$766K -$104K -441 -12%
SA
1257
Sicart Associates
New York
$766K +$766K +3,250 New
HDIM
1258
Hanson & Doremus Investment Management
Vermont
$765K +$144K +610 +23%
WI
1259
Wedgewood Investors
Pennsylvania
$764K – – –
CFP
1260
Cornerstone Financial Partners
North Carolina
$763K +$763K +3,827 New
MLIC
1261
Mandatum Life Insurance Company
Finland
$761K -$25.9K -110 -3%
HCM
1262
Harvest Capital Management
New Hampshire
$761K +$125K +532 +20%
JCM
1263
Jacobi Capital Management
Pennsylvania
$760K -$340K -1,446 -31%
PFBT
1264
Parkside Financial Bank & Trust
Missouri
$757K -$17K -72 -2%
VSWA
1265
Vontobel Swiss Wealth Advisors
Switzerland
$755K -$246K -1,046 -25%
UB
1266
UMB Bank
Missouri
$753K -$12.3K -52 -2%
TNB
1267
Thomasville National Bank
Georgia
$752K +$752K +3,190 New
CDIA
1268
Capital Directions Investment Advisors
Georgia
$740K -$943 -4 -0.1%
PAS
1269
Professional Advisory Services
Florida
$738K +$67.2K +285 +10%
RSA
1270
Robertson Stephens Advisors
California
$736K -$5.13M -21,675 -87%
GC
1271
Gibson Capital
Pennsylvania
$727K – – –
LWM
1272
Lyell Wealth Management
California
$724K +$10.2K +43 +1%
BHIA
1273
Birch Hill Investment Advisors
Massachusetts
$721K -$85.6K -363 -11%
RVM
1274
Robinson Value Management
Texas
$720K -$870K -3,691 -55%
BPB
1275
Badgley, Phelps & Bell
Washington
$718K -$2.03M -8,598 -74%
49 50
51
52 53