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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,485 hedge funds and large institutions have $147B invested in SPDR S&P 500 ETF Trust in 2016 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 645 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
-58
Holders Change %
-3.76%
% of All Funds
39.63%
Holding in Top 10
459
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-1.71%
% of All Funds
12.25%
New
120
Increased
571
Reduced
645
Closed
161
Calls
$51.8B
Puts
$117B
Net Calls
-$65.2B
Net Calls Change
-$28.8B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.55B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.35B
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$852M
4
PPFA
Provida Pension Fund Administrator
Chile
+$596M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$390M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.16B
2
Goldman Sachs
Goldman Sachs
New York
-$1.32B
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.29B
4
Wells Fargo
Wells Fargo
California
-$1.19B
5
N
Natixis
France
-$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1276
MV Capital Management
Maryland
$371K -$737K -3,581 -67%
LA
1277
LVW Advisors
New York
$368K +$27.6K +134 +8%
FMP
1278
Financial Management Professionals
Texas
$364K +$183K +892 +101%
MFW
1279
Mosaic Family Wealth
Missouri
$361K +$205 +1 +0.1%
RCM
1280
RNC Capital Management
California
$360K -$23.6M -114,576 -98%
CFSG
1281
Community Financial Services Group
Vermont
$360K -$180K -875 -33%
AI
1282
ArchPoint Investors
Florida
$360K – – –
GIA
1283
Granite Investment Advisors
New Hampshire
$358K -$88.4K -430 -20%
KL
1284
KWMG LLC
Kansas
$358K -$3.49K -17 -1%
SG
1285
Strid Group
Pennsylvania
$355K -$135K -656 -28%
SRC
1286
Shufro Rose & Co
New York
$354K +$25.3K +123 +8%
FNBSF
1287
First National Bank Sioux Falls
South Dakota
$354K +$100K +487 +39%
IC
1288
Intersect Capital
California
$352K -$135K -656 -28%
DWM
1289
Dorchester Wealth Management
Quebec, Canada
$352K -$86.4K -420 -20%
LIA
1290
LBMC Investment Advisors
Tennessee
$350K -$23.6K -115 -6%
CCM
1291
Catawba Capital Management
Virginia
$348K -$25.7K -125 -7%
BWM
1292
BerganKDV Wealth Management
Minnesota
$344K +$344K +1,674 New
AIM
1293
Arcadia Investment Management
Michigan
$339K – – –
CW
1294
Cabot-Wellington
Massachusetts
$338K -$367K -1,790 -52%
GC
1295
Garde Capital
Washington
$336K +$205 +1 +0.1%
RWM
1296
RKL Wealth Management
Pennsylvania
$334K -$6.17K -30 -2%
VDI
1297
Vaughan David Investments
Illinois
$334K – – –
OCG
1298
Opus Capital Group
Ohio
$332K -$15.4K -75 -4%
NPIT
1299
National Penn Investors Trust
Pennsylvania
$332K – – –
PA
1300
Perceptive Advisors
New York
$329K +$329K +1,600 New
50 51
52
53 54