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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,638 hedge funds and large institutions have $174B invested in SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 638 increasing their positions, 703 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.84%
Holding in Top 10
533
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+0.76%
% of All Funds
13.29%
New
117
Increased
638
Reduced
703
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.2B
2
Bank of America
2
Bank of America
North Carolina
$11.6B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$2.29B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$994M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$959M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.3B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$6.16M
3
PC
3
Passport Capital
California
$0
4
UFM
4
Ursa Fund Management
California
$0
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
1501
Mirador Capital Partners
California
$289K +$289K +1,225 New
MC
1502
Montag & Caldwell
Georgia
$288K +$288K +1,222 New
HCM
1503
Hall Capital Management
Rhode Island
$285K -$472 -2 -0.2%
SFI
1504
SPC Financial Inc
Maryland
$283K – – –
CPA
1505
Court Place Advisors
Maryland
$283K +$13K +55 +5%
LWM
1506
Lenox Wealth Management
Ohio
$283K +$142K +600 +100%
CCM
1507
Courage Capital Management
Tennessee
$281K – – –
VFP
1508
Verus Financial Partners
Virginia
$279K +$61.7K +262 +28%
IAMOG
1509
Investors Asset Management of Georgia
Georgia
$278K -$15.3K -65 -5%
GA
1510
Greytown Advisors
Florida
$277K -$35.5K -150 -11%
GAM
1511
Gemmer Asset Management
California
$276K -$26K -110 -9%
OCM
1512
Orleans Capital Management
Louisiana
$273K -$23.6K -100 -8%
PSW
1513
Portfolio Strategies (Washington)
Washington
$273K +$135K +575 +98%
TF
1514
Tompkins Financial
New York
$270K -$505K -2,145 -65%
OCG
1515
Opus Capital Group
Ohio
$269K -$94.5K -401 -26%
SAM
1516
Sawgrass Asset Management
Florida
$268K – – –
PA
1517
Paracle Advisors
Washington
$266K – – –
WIA
1518
Westbourne Investment Advisors
Maryland
$265K -$23.6K -100 -8%
AFIA
1519
America First Investment Advisors
Nebraska
$263K +$57.7K +245 +28%
RCAMU
1520
Rothschild & Co Asset Management US
Connecticut
$262K -$17.9M -75,879 -99%
SC
1521
Scholtz & Company
Connecticut
$262K +$23.6K +100 +10%
CTI
1522
Community Trust & Investment
Kentucky
$261K +$39.4K +167 +18%
CIA
1523
CCM Investment Advisers
South Carolina
$260K -$70.6K -300 -21%
OWD
1524
Osborn Williams & Donohoe
Ohio
$259K – – –
PCFFS
1525
Pacific Center for Financial Services
California
$258K -$73.4K -311 -22%
59 60
61
62 63