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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,645 hedge funds and large institutions have $163B invested in SPDR S&P 500 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 661 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
41.07%
Holding in Top 10
520
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-2.44%
% of All Funds
12.98%
New
102
Increased
661
Reduced
676
Closed
76
Calls
$71.6B
Puts
$129B
Net Calls
-$57.1B
Net Calls Change
+$6.47B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$633M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$493M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$491M
4
WMA
White Mountains Advisors
Connecticut
+$277M
5
SLF
Sun Life Financial
Ontario, Canada
+$269M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.09B
2
Wells Fargo
Wells Fargo
California
-$2.45B
3
CWM
CIBC World Markets
New York
-$1.67B
4
Barclays
Barclays
United Kingdom
-$1.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1326
Gratus Capital
Georgia
$581K +$581K +2,402 New
RFA
1327
Reilly Financial Advisors
California
$580K +$74K +306 +15%
BFA
1328
Beaumont Financial Advisors
Massachusetts
$579K +$15.7K +65 +3%
PAG
1329
Pinnacle Advisory Group
Maryland
$579K +$73.7K +305 +15%
DIS
1330
Diversified Investment Strategies
Louisiana
$576K +$39.6K +164 +7%
SFSIG
1331
San Francisco Sentry Investment Group
California
$575K +$575K +2,378 New
SIAS
1332
Shine Investment Advisory Services
Colorado
$574K – – –
CIP
1333
Cornerstone Investment Partners
Georgia
$574K +$4.84K +20 +0.9%
AG
1334
Algert Global
California
$574K +$363K +1,502 +173%
CAM
1335
Congress Asset Management
Massachusetts
$573K +$250K +1,034 +77%
BPCA
1336
Bank Pictet & Cie (Asia)
Singapore
$572K – – –
LCM
1337
Liberty Capital Management
Michigan
$571K +$147K +605 +35%
WEC
1338
Winslow Evans & Crocker
Massachusetts
$570K +$136K +565 +31%
BL
1339
BFSG LLC
California
$568K – – –
HI
1340
Hudock Inc
Pennsylvania
$568K +$521K +2,157 +1,118%
ICM
1341
IMS Capital Management
Oregon
$563K – – –
CVM
1342
Cheviot Value Management
California
$561K – – –
VCP
1343
Vista Capital Partners
Oregon
$555K – – –
LIC
1344
Lodestar Investment Counsel
Illinois
$553K -$12.8K -53 -2%
RC
1345
Roundview Capital
New Jersey
$545K – – –
DG
1346
Davidson & Garrard
Virginia
$545K +$12.1K +50 +2%
CWM
1347
Calamos Wealth Management
Illinois
$545K +$17.2K +71 +3%
PAA
1348
Peregrine Asset Advisers
Oregon
$544K +$29.3K +121 +6%
FWP
1349
FAS Wealth Partners
Kansas
$542K +$483 +2 +0.1%
BWP
1350
Baldwin Wealth Partners
Massachusetts
$539K -$72.8K -301 -12%
52 53
54
55 56