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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 %
B
1376
Bellecapital
Switzerland
$235K – – –
DG
1377
Davidson & Garrard
Virginia
$234K -$617 -3 -0.3%
VFP
1378
Verus Financial Partners
Virginia
$233K +$7.81K +38 +3%
CA
1379
CapWealth Advisors
Tennessee
$231K -$171K -833 -43%
FPFS
1380
First Personal Financial Services
North Carolina
$231K -$229K – –
NAM
1381
Needelman Asset Management
California
$231K – – –
CPA
1382
Court Place Advisors
Maryland
$231K +$412 +2 +0.2%
CF
1383
Corrigan Financial
Rhode Island
$228K +$228K +1,111 New
LCM
1384
LVM Capital Management
Michigan
$227K – – –
CWM
1385
Cedar Wealth Management
California
$226K +$226K +1,100 New
MAA
1386
Mraz Amerine & Associates
California
$225K – – –
SCA
1387
Snowden Capital Advisors
New York
$223K +$223K +1,083 New
DR
1388
Davis Rea
Ontario, Canada
$221K -$190K -920 -46%
VCM
1389
Violich Capital Management
California
$218K – – –
HFM
1390
Hartford Financial Management
Connecticut
$217K – – –
TRSOTSOK
1391
Teachers Retirement System of the State of Kentucky
Kentucky
$216K – – –
PO
1392
Private Ocean
California
$215K -$27.6K -134 -11%
VA
1393
Valmark Advisers
Ohio
$215K +$215K +1,047 New
AWE
1394
Avidian Wealth Enterprises
Texas
$213K +$213K +1,035 New
BC
1395
Burney Company
Virginia
$213K +$213K +1,038 New
AAM
1396
Autus Asset Management
Arizona
$212K -$10.3K -50 -5%
BFIM
1397
Beese Fulmer Investment Management
Ohio
$210K -$29.6K -145 -12%
TWM
1398
Tanglewood Wealth Management
Texas
$209K – – –
SHCM
1399
Stokes & Hubbell Capital Management
Louisiana
$209K +$209K +1,018 New
GF
1400
Goodman Financial
Texas
$208K -$3.09K -15 -1%
54 55
56
57 58