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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 %
WIM
1551
Westside Investment Management
California
$235K +$30.1K +124 +15%
Fayez Sarofim & Co
1552
Fayez Sarofim & Co
Texas
$234K +$234K +967 New
KCM
1553
Karp Capital Management
California
$232K +$19.1K +79 +9%
BW
1554
Biegel & Waller
Maryland
$231K -$9.69K -40 -4%
GIA
1555
Granite Investment Advisors
New Hampshire
$231K +$11.2K +45 +5%
RCM
1556
RNC Capital Management
California
$230K +$230K +950 New
CFMC
1557
Curbstone Financial Management Corp
New Hampshire
$229K +$229K +945 New
LIA
1558
LBMC Investment Advisors
Tennessee
$228K +$484 +2 +0.2%
TFO
1559
Tarbox Family Office
California
$227K -$24.7K -102 -10%
WTB
1560
Washington Trust Bank
Washington
$226K – – –
BWL
1561
Bogart Wealth LLC
Virginia
$225K -$8.22K -34 -4%
AOWM
1562
Alpha Omega Wealth Management
Virginia
$225K – – –
KB
1563
Kimelman & Baird
New York
$224K – – –
HCM
1564
Hengehold Capital Management
Ohio
$224K +$224K +928 New
LRPA
1565
L. Roy Papp & Associates
Arizona
$223K +$223K +923 New
BC
1566
Blackhill Capital
New Jersey
$222K – – –
PFGIA
1567
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$35K +144 +19%
KCPG
1568
Kavar Capital Partners Group
Kansas
$218K -$4.83K -20 -2%
WIC
1569
Woodmont Investment Counsel
Tennessee
$218K – – –
CCM
1570
Cribstone Capital Management
Maine
$213K – – –
CIA
1571
CCM Investment Advisers
South Carolina
$212K -$54.2K -225 -20%
OCG
1572
Opus Capital Group
Ohio
$211K -$65K -269 -24%
PCA
1573
Peddock Capital Advisors
Massachusetts
$207K – – –
IFB
1574
iAB Financial Bank
Indiana
$206K +$206K +850 New
RWG
1575
Regal Wealth Group
California
$205K +$966 +4 +0.5%
61 62
63
64 65