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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 %
EWM
1426
Edge Wealth Management
New York
$160K +$11.1K +54 +7%
Victory Capital Management
1427
Victory Capital Management
Texas
$157K -$74K -359 -32%
AFIA
1428
America First Investment Advisors
Nebraska
$152K -$879K -4,280 -85%
TC
1429
Trust Company
Kansas
$151K -$822 -4 -0.5%
WA
1430
WestEnd Advisors
North Carolina
$148K -$4.24M -54,153 -97%
AOWM
1431
Alpha Omega Wealth Management
Virginia
$148K +$12.7K +62 +9%
BMM
1432
Buffington Mohr McNeal
Idaho
$145K +$6.36K +31 +5%
PFS
1433
Physicians Financial Services
North Carolina
$142K +$410 +2 +0.3%
SIM
1434
Sonora Investment Management
Arizona
$132K – – –
OFS
1435
Orrstown Financial Services
Pennsylvania
$126K -$518K -2,516 -80%
RWA
1436
Ropes Wealth Advisors
Massachusetts
$115K – – –
FWP
1437
Fiduciary Wealth Partners
Massachusetts
$111K +$111K +540 New
MWM
1438
MinichMacGregor Wealth Management
New York
$108K +$5.34K +26 +5%
TCM
1439
Tradewinds Capital Management
Washington
$107K +$12.6K +61 +13%
TFO
1440
Tarbox Family Office
California
$105K +$35.1K +170 +50%
IIM
1441
Ipswich Investment Management
Massachusetts
$105K +$105K +512 New
LGWM
1442
Litman Gregory Wealth Management
California
$102K +$102K +495 New
LWM
1443
Lenox Wealth Management
Ohio
$94K – – –
WAS
1444
WESPAC Advisors SoCal
California
$92.5K – – –
MBT
1445
Monroe Bank & Trust
Michigan
$91K +$91K +445 New
FNYS
1446
First New York Securities
New York
$82.2K +$82.2K +400 New
SCP
1447
Scoria Capital Partners
Connecticut
$81K +$81K +392 New
MAM
1448
Meeder Asset Management
Ohio
$80K -$4.43M -21,473 -98%
DLHL
1449
Donald L. Hagan LLC
Florida
$77K -$2.69M -13,185 -97%
GBT
1450
Grove Bank & Trust
Florida
$77K – – –
56 57
58
59 60