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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
$12.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.5B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$497M
4
WMA
White Mountains Advisors
Connecticut
$561M
5
SLF
Sun Life Financial
Ontario, Canada
$341M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$7.34B
2
Wells Fargo
Wells Fargo
California
$8.03B
3
CWM
CIBC World Markets
New York
$26.8M
4
Barclays
Barclays
United Kingdom
$569M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1451
Edge Wealth Management
New York
$383K +$242 +1 +0.1%
AHB
1452
Abner Herrman & Brock
New Jersey
$377K -$62.9K -260 -14%
DIA
1453
Dana Investment Advisors
Wisconsin
$374K -$6.29K -26 -2%
ISB
1454
Iowa State Bank
Iowa
$372K +$3.14K +13 +0.9%
PPSG
1455
Princeton Portfolio Strategies Group
New Jersey
$369K -$148K -613 -29%
BSB
1456
Bangor Savings Bank
Maine
$365K – – –
SFG
1457
SevenBridge Financial Group
Pennsylvania
$365K – – –
AWMS
1458
Advocacy Wealth Management Services
Georgia
$364K +$324K +1,340 +812%
MWM
1459
Mascoma Wealth Management
New Hampshire
$363K – – –
EMG
1460
Ellington Management Group
Connecticut
$363K +$363K +1,500 New
LA
1461
LVW Advisors
New York
$362K -$1.21K -5 -0.3%
APSI
1462
Asset Planning Services Inc
Louisiana
$359K – – –
FLII
1463
First Long Island Investors
New York
$358K +$358K +1,481 New
VDI
1464
Vaughan David Investments
Illinois
$357K -$35K -145 -9%
IT
1465
Independence Trust
Tennessee
$357K +$357K +1,477 New
FCMT
1466
Founders Capital Management (Texas)
Texas
$356K +$24.2K +100 +7%
CTA
1467
Colonial Trust Advisors
South Carolina
$356K +$356K +1,474 New
RGIA
1468
Rainier Group Investment Advisory
Washington
$354K – – –
NG
1469
Northstar Group
New York
$352K – – –
ML
1470
McAdam LLC
Pennsylvania
$351K -$33.8K -140 -9%
RWA
1471
RGT Wealth Advisors
Texas
$350K -$23.2K -96 -6%
FCAG
1472
First Capital Advisors Group
New Jersey
$348K -$66.4K -275 -16%
Kayne Anderson Rudnick Investment Management
1473
Kayne Anderson Rudnick Investment Management
California
$346K – – –
QIM
1474
Quest Investment Management
Oregon
$346K – – –
FMP
1475
Financial Management Professionals
Texas
$346K +$22K +91 +7%
57 58
59
60 61