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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 %
PMG
1401
ProVise Management Group
Florida
$461K -$558K -2,310 -55%
OBWP
1402
O'Brien Wealth Partners
Massachusetts
$461K +$1.93K +8 +0.4%
MCM
1403
MV Capital Management
Maryland
$460K – – –
FFW
1404
Fusion Family Wealth
New York
$459K -$45.9K -190 -9%
VAM
1405
Verity Asset Management
North Carolina
$459K +$83.8K +346 +22%
DPA
1406
Delphi Private Advisors
California
$456K – – –
QCG
1407
Quadrant Capital Group
Ohio
$453K – – –
SCA
1408
Snowden Capital Advisors
New York
$451K +$96.5K +399 +27%
MLFP
1409
MPS Loria Financial Planners
Illinois
$449K +$449K +1,820 New
SE
1410
Summit Equities
New Jersey
$449K +$449K +1,858 New
GA
1411
Gateway Advisory
New Jersey
$446K – – –
SCG
1412
Sonata Capital Group
Washington
$444K – – –
LKIM
1413
Lawson Kroeker Investment Management
Nebraska
$442K -$41.1K -170 -9%
VCM
1414
Violich Capital Management
California
$442K +$4.84K +20 +1%
DCM
1415
Dupont Capital Management
Delaware
$441K -$59.7K -247 -12%
DSAM
1416
Dock Street Asset Management
Florida
$441K +$441K +1,825 New
FPS
1417
Fieldpoint Private Securities
Connecticut
$439K +$72.6K +300 +20%
GH
1418
GAM Holding
Switzerland
$436K – – –
MAA
1419
Mraz Amerine & Associates
California
$432K +$72.5K +300 +20%
BCP
1420
Blue Chip Partners
Michigan
$427K -$40.2K -166 -9%
WIC
1421
Whitegate Investment Counselors
New Hampshire
$427K -$9.68K -40 -2%
KF
1422
Krilogy Financial
Missouri
$426K -$195K -807 -31%
AIA
1423
Armor Investment Advisors
North Carolina
$425K – – –
BFG
1424
Beacon Financial Group
Texas
$422K +$87.1K +361 +26%
ACA
1425
Ackerman Capital Advisors
Texas
$422K +$422K +1,747 New
55 56
57
58 59