SPY icon

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 %
CA
1351
CapWealth Advisors
Tennessee
$536K -$60.3K -256 -10%
T
1352
Thomaspartners
Massachusetts
$533K +$213K +904 +67%
RC
1353
Roundview Capital
New Jersey
$531K +$34.4K +146 +7%
TCM
1354
Traynor Capital Management
Pennsylvania
$529K +$53.7K +225 +11%
FWP
1355
FAS Wealth Partners
Kansas
$528K -$23.3K -99 -4%
WBG
1356
Wharton Business Group
Pennsylvania
$524K – – –
GWCM
1357
Godshalk Welsh Capital Management
Pennsylvania
$524K – – –
DIS
1358
Diversified Investment Strategies
Louisiana
$523K -$57.7K -245 -10%
SFSG
1359
Stearns Financial Services Group
North Carolina
$522K +$87.9K +373 +20%
DG
1360
Davidson & Garrard
Virginia
$520K +$233K +987 +81%
CWM
1361
Calamos Wealth Management
Illinois
$514K +$88.8K +377 +21%
SRC
1362
Shufro Rose & Co
New York
$513K +$25.9K +110 +5%
AWM
1363
Altavista Wealth Management
North Carolina
$512K +$512K +2,171 New
CMP
1364
Courage Miller Partners
Virginia
$510K -$11.8K -50 -2%
FSCM
1365
Front Street Capital Management
Montana
$508K +$16.3K +69 +3%
LTI
1366
Laffer Tengler Investments
Tennessee
$508K -$21.7K -92 -4%
PPSG
1367
Princeton Portfolio Strategies Group
New Jersey
$504K -$132K -562 -21%
KFA
1368
Kelleher Financial Advisors
New York
$502K -$6.83K -29 -1%
PFC
1369
Poplar Forest Capital
California
$499K – – –
SNBOSD
1370
Security National Bank of So Dak
Iowa
$495K -$82.5K -350 -14%
CI
1371
Cavalier Investments
Georgia
$495K +$112K +477 +29%
PAG
1372
Pinnacle Advisory Group
Maryland
$493K -$128K -541 -21%
RFA
1373
Reilly Financial Advisors
California
$493K +$13.2K +56 +3%
FFW
1374
Fusion Family Wealth
New York
$493K +$63.5K +269 +15%
SIM
1375
Sterling Investment Management
Arizona
$491K -$207K -879 -30%
53 54
55
56 57