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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 %
RC
1301
Roundview Capital
New Jersey
$327K -$30.8K -150 -9%
HCA
1302
Hillview Capital Advisors
Pennsylvania
$322K -$430K -2,082 -57%
SAM
1303
SignalPoint Asset Management
Missouri
$320K +$23.9K +116 +8%
HWP
1304
Hefty Wealth Partners
Indiana
$319K -$105K -511 -25%
WCA
1305
Westover Capital Advisors
Delaware
$319K +$319K +1,550 New
FM
1306
Family Management
New York
$318K +$70K +340 +28%
Calamos Advisors
1307
Calamos Advisors
Illinois
$317K -$45.2M -219,998 -99%
SIMM
1308
Stillwater Investment Management (Minnesota)
Minnesota
$315K -$4.1K -20 -1%
B
1309
BancorpSouth
Mississippi
$315K +$315K +1,535 New
MCM
1310
McRae Capital Management
New Jersey
$311K +$40.3K +196 +15%
CW
1311
Cobiz Wealth
Colorado
$310K – – –
LA
1312
Lynch & Associates
Indiana
$310K +$20.5K +100 +7%
AB
1313
AT Bancorp
Iowa
$309K -$509K -2,478 -62%
SCM
1314
Smead Capital Management
Arizona
$308K -$18.7M -91,058 -98%
GFM
1315
Gramercy Funds Management
Connecticut
$308K +$308K +1,500 New
IIC
1316
Ironwood Investment Counsel
Arizona
$307K +$73.3K +357 +31%
GG
1317
Greenwood Gearhart
Arkansas
$306K +$47.1K +229 +18%
GWS
1318
Glassman Wealth Services
Virginia
$305K – – –
FC
1319
FCA Corp
Texas
$304K – – –
PRHC
1320
P.R. Herzig & Co
New York
$303K – – –
WA
1321
WealthTrust Axiom
Pennsylvania
$303K +$205 +1 +0.1%
BA
1322
BKS Advisors
Michigan
$300K +$61.7K +300 +26%
NG
1323
Northstar Group
New York
$299K – – –
GA
1324
Giralda Advisors
New York
$298K +$298K +1,450 New
FNBOO
1325
First National Bank of Omaha
Nebraska
$297K -$539K -2,627 -64%
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