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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 %
FPIS
1426
Financial Planning & Information Services
Wisconsin
$421K -$32.9K -136 -7%
ESBC
1427
E.S. Barr & Co
Kentucky
$419K – – –
GAM
1428
Gemmer Asset Management
California
$418K +$136K +561 +48%
SMH
1429
Sanders Morris Harris
Texas
$417K -$834K -3,450 -67%
ATIA
1430
American Trust Investment Advisors
New Hampshire
$416K – – –
LCM
1431
Leisure Capital Management
California
$416K +$416K +1,720 New
CG
1432
CFO4Life Group
Texas
$414K -$779K -3,218 -65%
SFI
1433
SPC Financial Inc
Maryland
$413K +$123K +507 +42%
AIM
1434
Arcadia Investment Management
Michigan
$412K -$7.25K -30 -2%
MCP
1435
Mirador Capital Partners
California
$407K +$104K +420 +34%
BPB
1436
Badgley, Phelps & Bell
Washington
$405K -$331K -1,369 -45%
PRHC
1437
P.R. Herzig & Co
New York
$405K – – –
SHCM
1438
Stokes & Hubbell Capital Management
Louisiana
$403K +$51.5K +213 +15%
UWPG
1439
Ullmann Wealth Partners Group
Florida
$402K -$725 -3 -0.2%
HL
1440
HeadInvest LLC
Maine
$402K – – –
LAIC
1441
Lederer & Associates Investment Counsel
California
$400K – – –
CCM
1442
Canal Capital Management
Virginia
$396K +$1.45K +6 +0.4%
MFW
1443
Mosaic Family Wealth
Missouri
$395K +$38.9K +161 +11%
CP
1444
Camelot Portfolios
Ohio
$394K -$3.38K -14 -0.9%
PWAG
1445
Polaris Wealth Advisory Group
California
$393K +$393K +1,627 New
BAM
1446
Baring Asset Management
United Kingdom
$392K +$392K +1,620 New
KPCM
1447
Kings Point Capital Management
New York
$391K +$5.8K +24 +2%
BFIM
1448
Beese Fulmer Investment Management
Ohio
$390K – – –
SCA
1449
Stonebridge Capital Advisors
Minnesota
$388K +$388K +1,604 New
PMAM
1450
Picton Mahoney Asset Management
Ontario, Canada
$387K -$109K -450 -22%
56 57
58
59 60