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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 %
KCM
1301
Kornitzer Capital Management
Kansas
$634K -$19.1K -81 -3%
Lazard Asset Management
1302
Lazard Asset Management
New York
$633K -$20.9M -88,728 -97%
ST
1303
Sabal Trust
Florida
$633K +$70.7K +300 +13%
FNBSF
1304
First National Bank Sioux Falls
South Dakota
$631K -$471 -2 -0.1%
ECM
1305
Estabrook Capital Management
New York
$629K -$1.57M -6,656 -71%
FAT
1306
First American Trust
California
$628K +$114K +484 +22%
CIAS
1307
Capital Investment Advisory Services
North Carolina
$626K +$626K +2,656 New
NED
1308
Nancy E. Dempze
$624K +$270K +1,145 +76%
State of Wisconsin Investment Board
1309
State of Wisconsin Investment Board
Wisconsin
$616K +$616K +2,615 New
PP
1310
Palladium Partners
Virginia
$613K -$128K -541 -17%
OAM
1311
Occidental Asset Management
California
$613K +$39.4K +167 +7%
HCA
1312
Horan Capital Advisors
Ohio
$613K +$54.2K +230 +10%
PL
1313
Parthenon LLC
Kentucky
$611K – – –
PAM
1314
Premier Asset Management
Illinois
$611K – – –
TCB
1315
Texas Capital Bancshares
Texas
$611K +$35.1K +149 +6%
TFA
1316
Toth Financial Advisory
Virginia
$611K +$253K +1,072 +71%
CC
1317
Callan Capital
California
$609K +$4.01K +17 +0.7%
BCM
1318
BTR Capital Management
California
$604K – – –
EWM
1319
Endurance Wealth Management
Rhode Island
$604K +$236 +1 +0%
SCA
1320
STALEY CAPITAL ADVISERS
Pennsylvania
$601K – – –
CYG
1321
Clean Yield Group
Vermont
$600K – – –
RWA
1322
Ropes Wealth Advisors
Massachusetts
$598K -$7.08K -30 -1%
OC
1323
Oarsman Capital
Wisconsin
$598K +$598K +2,535 New
BWP
1324
Baldwin Wealth Partners
Massachusetts
$597K -$362K -1,535 -38%
MMPW
1325
Mitchell McLeod Pugh & Williams
Alabama
$596K +$154K +654 +35%
51 52
53
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