Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Eliminate Certain License Fees, 75604-75606 [E6-21338]
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75604
Federal Register / Vol. 71, No. 241 / Friday, December 15, 2006 / Notices
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing also will be
available for inspection and copying at
the principal office of the NYSE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSE–2006–108 and
should be submitted on or before
January 5, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6–21374 Filed 12–14–06; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–54874; File No. SR–Phlx–
2006–78]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Eliminate Certain License
Fees
mstockstill on PROD1PC61 with NOTICES
December 5, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder, 2
notice is hereby given that on November
27, 2006, the Philadelphia Stock
Exchange, Inc. (‘‘Phlx’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
The Exchange has designated this
proposal as one establishing or changing
a due, fee, or other charge imposed by
a self-regulatory organization pursuant
to Section 19(b)(3)(A) of the Act, 3 and
Rule 19b–4(f)(2) thereunder, 4 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(2).
1 15
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15:47 Dec 14, 2006
Jkt 211001
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Phlx proposes to modify its fee
schedule to eliminate certain licensing
fees and to not charge or rebate, when
applicable, those license fees that were
collected during the time period that the
license fees were deemed to be no
longer in effect. The text of the proposed
rule change is available on the Phlx’s
Web site, https://www.phlx.com, at the
Phlx’s Office of the Secretary, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Phlx included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposal.
The text of these statements may be
examined at the places specified in Item
IV below. The Exchange has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Currently, the Exchange imposes a
license fee of $0.10 per contract side for
equity option and index option ‘‘firm’’
transactions on certain licensed
products after a cap of $60,000 per
member organization is reached. 5 The
Exchange also assesses a license fee of
$0.10 per contract side after a 14,000
cap is reached on Registered Options
Traders (‘‘ROT’’) comparison charges
and ROT and specialist transaction
charges in connection with nonAUTOM delivered equity option
contracts on those products that carry a
license fee.6 Additionally, the Exchange
5 The $60,000 cap applies to all ‘‘firm-related’’
equity option and index option comparison and
transaction charges combined. ‘‘Firm-related’’
charges include equity option firm/proprietary
comparison charges, equity option firm/proprietary
transaction charges, equity option firm/proprietary
facilitation transaction charges, index option firm/
proprietary comparison charges, index option firm/
proprietary transaction charges, and index option
firm/proprietary facilitation transaction charges
(collectively ‘‘firm-related’’ charges). See e.g.,
Securities Exchange Act Release No. 53287
(February 14, 2006), 71 FR 9186 (February 22, 2006)
(SR–Phlx–2006–10).
6 See Securities Exchange Act Release No. 54659
(October 27, 2006), 71 FR 64603 (November 2, 2006)
(SR–Phlx–2006–67).
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Frm 00130
Fmt 4703
Sfmt 4703
imposes a license fee of $0.05 per
contract side for dividend and short
stock interest strategies in connection
with certain products that carry license
fees, if applicable.7 The list of product
symbols that are assessed a license fee
are listed on the Exchange’s $60,000
‘‘Firm-Related’’ Equity Option and
Index Option Cap Fee Schedule.
The Exchange is proposing to
eliminate the $0.10 per contract side
and $0.05 per contract side license fees
described above on the following
products: iShares Lehman 1–3 Year
Treasury Bond Fund, traded under the
symbol SHY; iShares Lehman 7–10 Year
Treasury Bond Fund, traded under the
symbol IEF; iShares Lehman 20+
Treasury Bond Fund, traded under the
symbol TLT; iShares Lehman Aggregate
Bond Fund, traded under the symbol
AGG; iShares Lehman TIPS Bond Fund,
traded under the symbol TIP
(collectively ‘‘iShares Lehman
products’’); Standard & Poor’s
Depositary Receipts, Trust Series 1,
traded under the symbol SPY; 8 iShares
S&P 100 Index, traded under the symbol
OEF; iShares S&P Europe 350, traded
under the symbol IEV; iShares S&P
Global 100 Index, traded under the
symbol IOO; iShares S&P Global Energy
Sector Index, traded under the symbol
IXC; iShares S&P Global Financial
Sector Index, traded under the symbol
IXG; iShares S&P Global Healthcare
Sector Index, traded under the symbol
IXJ; iShares S&P Global Information
Technology Sector Index, traded under
the symbol IXN; iShares S&P Global
Telecom Sector Index, traded under the
symbol IXP; iShares S&P Latin America
40, traded under the symbol ILF ;
iShares S&P MidCap 400, traded under
the symbol IJH; iShares S&P SmallCap
600, traded under the symbol IJR;
iShares S&P TOPIX 150, traded under
the symbol ITF; iShares S&P 500, traded
under the symbol IVV; S&P Industrial
Select Sector SPDR, traded under the
symbol XLI; S&P Technology Select
Sector SPDR, traded under the symbol
XLK; S&P Utilities Select Sector SPDR,
traded under the symbol XLU; S&P
Consumer Staples Select Sector SPDR,
traded under the symbol XLP; S&P
7 See e.g., Securities Exchange Act Release No.
54424 (September 11, 2006), 71 FR 54699
(September 18, 2006) (SR–Phlx–2006–55).
8 Standard & Poor’s,’’ ‘‘S&P,’’ ‘‘S&P 500,’’
‘‘Standard & Poor’s 500’’, ‘‘Standard & Poor’s
Depositary Receipts,’’ and ‘‘500’’ are trademarks of
The McGraw-Hill Companies, Inc., and have been
licensed for use by the Philadelphia Stock
Exchange, Inc., in connection with the listing and
trading of SPDRs, on the Phlx. These products are
not sponsored, sold or endorsed by S&P, a division
of The McGraw-Hill Companies, Inc., and S&P
makes no representation regarding the advisability
of investing SPDRs.
E:\FR\FM\15DEN1.SGM
15DEN1
Federal Register / Vol. 71, No. 241 / Friday, December 15, 2006 / Notices
Energy Select Sector SPDR, traded
under the symbol XLE; S&P Financial
Select Sector SPDR, traded under the
symbol XLF; S&P Health Care Select
Sector SPDR, traded under the symbol
XLV; S&P Materials Select Sector SPDR,
traded under the symbol XLB; S&P
Consumer Discretionary Select Sector
SPDR, traded under the symbol XLY;
MidCap SPDR, traded under the symbol
MDY (collectively ‘‘S&P products’’);
State Street Global Advisors’, a division
of State Street Bank and Trust Company
(‘‘SSGA’’), streetTracks based on the
Dow Jones & Co., Inc. (‘‘Dow Jones’’)
Global Titans 50 IndexSM, traded under
the symbol DGT; SSGA’s streetTracks
based on the Dow Jones Wilshire 5000
IndexSM, traded under the symbol
TMW; BGI’s iShares Dow Jones Select
Dividend IndexSM, traded under the
symbol DVY; iShares Dow Jones U.S.
Total Market IndexSM, traded under the
symbol IYY; iShares Dow Jones U.S.
Basic Materials IndexSM, traded under
the symbol IWY; iShares Dow Jones U.S.
Consumer Services Sector IndexSM,
traded under the symbol IYC; iShares
Dow Jones U.S. Financial Sector
IndexSM, traded under the symbol IYF;
iShares Dow Jones U.S. Financial
Services Sector IndexSM, traded under
the symbol IYG; iShares Dow Jones U.S.
Healthcare Sector IndexSM, traded under
the symbol IYH; iShares Dow Jones U.S.
Industrial Sector IndexSM, traded under
the symbol IYJ; iShares Dow Jones U.S.
Consumer Goods Sector IndexSM, traded
under the symbol IYK; iShares Dow
Jones U.S. Real Estate Sector IndexSM,
traded under the symbol IYR; iShares
Dow Jones U.S. Technology Sector
IndexSM, traded under the symbol IYW;
iShares Dow Jones U.S.
Telecommunications Sector IndexSM,
traded under the symbol IYZ; iShares
Dow Jones U.S. Utilities Sector IndexSM,
traded under the symbol IDU; and First
Trust’s ETF based on the Dow Jones
Select Microcap IndexSM, traded under
the symbol FDM, (collectively ‘‘Dow
Jones products’’); 9 NYSE Composite
mstockstill on PROD1PC61 with NOTICES
9 ‘‘Dow
Jones’’ and ‘‘SSGA’s streetTracks based on
the Dow Jones Global Titans 50 IndexSM’’, ‘‘SSGA’s
streetTracks based on the Dow Jones Wilshire 5000
IndexSM’’, ‘‘BGI’s iShares Dow Jones Select
Dividend IndexSM’’, ‘‘iShares Dow Jones U.S. Total
Market IndexSM’’, ‘‘iShares Dow Jones U.S. Basic
Materials IndexSM’’, ‘‘iShares Dow Jones U.S.
Consumer Services Sector IndexSM’’, ‘‘iShares Dow
Jones U.S. Financial Sector IndexSM’’, ‘‘iShares Dow
Jones U.S. Financial Services Sector IndexSM’’,
‘‘iShares Dow Jones U.S. Healthcare Sector
IndexSM’’, ‘‘iShares Dow Jones U.S. Industrial
Sector IndexSM’’, ‘‘iShares Dow Jones U.S.
Consumer Goods Sector IndexSM’’, ‘‘iShares Dow
Jones U.S. Real Estate Sector IndexSM’’, ‘‘iShares
Dow Jones U.S. Technology Sector IndexSM’’,
‘‘iShares Dow Jones U.S. Telecommunications
Sector IndexSM’’, ‘‘iShares Dow Jones U.S. Utilities
Sector IndexSM’’, and ‘‘First Trust’s ETF based on
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15:47 Dec 14, 2006
Jkt 211001
Index, traded under the symbol NYC;
and NYSE U.S. 100 Index, traded under
the symbol NY, (collectively ‘‘NYSE
products’’); and Nasdaq-100 Index
Tracking Stock, traded under the
symbol QQQQ (‘‘QQQQ’’)SM.10
The proposed rule change would
remove references to the product
symbols listed above from the
Exchange’s $60,000 ‘‘Firm Related’’
Equity Option and Index Option Cap
because the Exchange no longer pays a
license fee in connection with the
trading of these products. Accordingly,
there is no need to assess a license fee.
Therefore, for trades settling on or after
November 28, 2006, the Exchange will
eliminate the $0.10 and $0.05 license
fees for the above-referenced products.
In addition, the Exchange will either not
charge any license fees, or rebate any
license fees that were collected, for
iShares Lehman products, S&P
products, Dow Jones products and
NYSE products for trades settling on or
after June 16, 2006 through November
27, 2006. Additionally, the Exchange
will either not charge any license fees,
or rebate any license fees that were
collected, on QQQQ for trades settling
on or after October 13, 2006 through
November 27, 2006.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 11 in general, and
furthers the objectives of Section 6(b)(4)
of the Act 12 in particular, in that it is
an equitable allocation of reasonable
fees and other charges among Exchange
members.
the Dow Jones Select Microcap IndexSM’’, are
service marks of Dow Jones & Company, Inc. and
have been licensed for use for certain purposes by
the Philadelphia Stock Exchange, Inc. The Dow
Jones products are not sponsored, endorsed, sold or
promoted by Dow Jones, and Dow Jones makes no
representation regarding the advisability of
investing in such product(s).
10 The Nasdaq-100, Nasdaq-100 Index,
Nasdaq, The Nasdaq Stock Market, Nasdaq-100
SharesSM, Nasdaq-100 TrustSM, Nasdaq-100 Index
Tracking StockSM, and QQQSM are trademarks or
service marks of The Nasdaq Stock Market, Inc.
(Nasdaq) and have been licensed for use for certain
purposes by the Phlx pursuant to a License
Agreement with Nasdaq. The Nasdaq-100 Index
(the Index) is determined, composed, and
calculated by Nasdaq without regard to the
Licensee, the Nasdaq-100 TrustSM, or the beneficial
owners of Nasdaq-100 SharesSM. Nasdaq has
complete control and sole discretion in
determining, comprising, or calculating the Index or
in modifying in any way its method for
determining, comprising, or calculating the Index in
the future.
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(4).
PO 00000
Frm 00131
Fmt 4703
Sfmt 4703
75605
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Phlx believes that the proposed
rule change would impose no burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange did not solicit or
receive any written comments with
respect to the proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has been designated as a fee change
pursuant to Section 19(b)(3)(A)(ii) of the
Act 13 and Rule 19b–4(f)(2) 14
thereunder. Accordingly, the proposal is
effective upon filing with the
Commission. At any time within 60
days of the filing of the proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2006–78 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2006–78. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
13 15
14 17
E:\FR\FM\15DEN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
15DEN1
75606
Federal Register / Vol. 71, No. 241 / Friday, December 15, 2006 / Notices
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing also will be
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–Phlx–2006–78 and should
be submitted on or before January 5,
2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6–21338 Filed 12–14–06; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
mstockstill on PROD1PC61 with NOTICES
Draper Associates, LP License No. 09/
09–0242; Notice Seeking Exemption
Under Section 312 of the Small
Business Investment Act, Conflicts of
Interest
Notice is hereby given that Draper
Associates, LP, 2882 Sand Hill Road,
Suite 150, Menlo Park, CA 94025, a
federal Licensee under the Small
Business Investment Act of 1958, as
amended (‘‘the Act’’), in connection
with the financing of a small concern,
has sought an exemption under Section
312 of the Act and Section 107.730,
Financings which Constitute Conflicts
of Interest of the Small Business
Administration (‘‘SBA’’) Rules and
Regulations (13 CFR 107.730). Draper
Associates, LP proposes to provide
equity financing to OnMeta, Inc. The
financing is contemplated for working
capital and general corporate purposes.
The financing is brought within the
purview of Section 107.730(a)(1) of the
SBIC Regulations because Zone Venture
Fund II, LP and Zone Venture Fund II
15 17
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
15:47 Dec 14, 2006
Jkt 211001
Annex, LP, Associates of Draper
Associates, LP, own more than ten
percent of OnMeta, Inc.
Notice is hereby given that any
interested person may submit written
comments on the transaction to the
Associate Administrator for Investment,
U.S. Small Business Administration,
409 Third Street, SW., Washington, DC
20416.
(Catalog of Federal Domestic Assistance
Number 59002).
Dated: December 1, 2006.
Jaime Guzman-Fournier,
Associate Administrator for Investment.
[FR Doc. E6–21333 Filed 12–14–06; 8:45 am]
Export Express Pilot Program
BILLING CODE 8025–01–P
ACTION:
SMALL BUSINESS ADMINISTRATION
SUMMARY: This notice announces the
extension of SBA’s Export Express Pilot
Program until September 30, 2007. This
extension will allow time for the
Agency to finalize its analyses of this
program and also complete internal
discussions regarding potential
modifications and enhancements to the
Program.
U.S. Small Business
Administration.
AGENCY:
Notice.
SUMMARY: This is a notice of an
Economic Injury Disaster Loan (EIDL)
declaration for the State of South
Carolina, dated 12/08/2006.
Incident: Fire.
Incident Period: 06/06/2006.
Effective Date: 12/08/2006.
EIDL Loan Application Deadline Date:
09/10/2007.
Addresses: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, Tx 76155.
A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
FOR FURTHER INFORMATION CONTACT:
Notice is
hereby given that as a result of the
Administrator’s EIDL declaration,
applications for economic injury
disaster loans may be filed at the
address listed above or other locally
announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary County: Chester.
Contiguous Counties: South Carolina;
Fairfield, Lancaster, Union, York.
The Interest Rate is: 4.000.
The number assigned to this disaster
for economic injury is 107470.
The State which received an EIDL
Declaration Number is South Carolina.
SUPPLEMENTARY INFORMATION:
PO 00000
Frm 00132
Fmt 4703
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
U.S. Small Business
Administration (SBA).
AGENCY:
Notice of Pilot Program
extension.
Disaster Declaration #10747; South
Carolina Disaster #SC–00002
Declaration of Economic Injury
ACTION:
Steven C. Preston,
Administrator.
[FR Doc. E6–21324 Filed 12–14–06; 8:45 am]
Sfmt 4703
The Export Express Pilot
Program is extended under this notice
until September 30, 2007.
DATES:
FOR FURTHER INFORMATION CONTACT:
Charles Thomas, Office of Financial
Assistance, U.S. Small Business
Administration, 409 Third Street,
Washington, DC 20416; Telephone (202)
205–6490; charles.thomas@sba.gov.
The
Export Express Pilot Program is a
subprogram of the SBAExpress Program.
It was established in 1998 to assist
current and prospective small exporters,
particularly those needing revolving
lines of credit. Export Express generally
conforms to the streamlined procedures
of SBAExpress, although it carries
SBA’s full 75–85 percent guaranty. The
maximum loan amounts under this
Program are limited to $250,000. SBA
previously extended Export Express
until November 30, 2005 (70 FR 56962),
again to May 31, 2006 (70 FR 71363),
and then again to December 31, 2006 (71
FR 29703), to consider possible changes
and enhancements to the Program.
The further extension of this Program
until September 30, 2007, will allow the
SBA to more fully evaluate the results
and impact of the Program and to
consider possible changes and
enhancements to the Program. It will
also allow SBA to further consult with
its lending partners, the small business
community and its oversight authorities
about the programs.
SUPPLEMENTARY INFORMATION:
E:\FR\FM\15DEN1.SGM
15DEN1
Agencies
[Federal Register Volume 71, Number 241 (Friday, December 15, 2006)]
[Notices]
[Pages 75604-75606]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-21338]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54874; File No. SR-Phlx-2006-78]
Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Eliminate Certain License Fees
December 5, 2006.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder, \2\ notice is hereby given
that on November 27, 2006, the Philadelphia Stock Exchange, Inc.
(``Phlx'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been prepared by the
Exchange. The Exchange has designated this proposal as one establishing
or changing a due, fee, or other charge imposed by a self-regulatory
organization pursuant to Section 19(b)(3)(A) of the Act, \3\ and Rule
19b-4(f)(2) thereunder, \4\ which renders the proposal effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Phlx proposes to modify its fee schedule to eliminate certain
licensing fees and to not charge or rebate, when applicable, those
license fees that were collected during the time period that the
license fees were deemed to be no longer in effect. The text of the
proposed rule change is available on the Phlx's Web site, https://
www.phlx.com, at the Phlx's Office of the Secretary, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Phlx included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposal. The text of these
statements may be examined at the places specified in Item IV below.
The Exchange has prepared summaries, set forth in sections A, B, and C
below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
Currently, the Exchange imposes a license fee of $0.10 per contract
side for equity option and index option ``firm'' transactions on
certain licensed products after a cap of $60,000 per member
organization is reached. \5\ The Exchange also assesses a license fee
of $0.10 per contract side after a 14,000 cap is reached on Registered
Options Traders (``ROT'') comparison charges and ROT and specialist
transaction charges in connection with non-AUTOM delivered equity
option contracts on those products that carry a license fee.\6\
Additionally, the Exchange imposes a license fee of $0.05 per contract
side for dividend and short stock interest strategies in connection
with certain products that carry license fees, if applicable.\7\ The
list of product symbols that are assessed a license fee are listed on
the Exchange's $60,000 ``Firm-Related'' Equity Option and Index Option
Cap Fee Schedule.
---------------------------------------------------------------------------
\5\ The $60,000 cap applies to all ``firm-related'' equity
option and index option comparison and transaction charges combined.
``Firm-related'' charges include equity option firm/proprietary
comparison charges, equity option firm/proprietary transaction
charges, equity option firm/proprietary facilitation transaction
charges, index option firm/proprietary comparison charges, index
option firm/proprietary transaction charges, and index option firm/
proprietary facilitation transaction charges (collectively ``firm-
related'' charges). See e.g., Securities Exchange Act Release No.
53287 (February 14, 2006), 71 FR 9186 (February 22, 2006) (SR-Phlx-
2006-10).
\6\ See Securities Exchange Act Release No. 54659 (October 27,
2006), 71 FR 64603 (November 2, 2006) (SR-Phlx-2006-67).
\7\ See e.g., Securities Exchange Act Release No. 54424
(September 11, 2006), 71 FR 54699 (September 18, 2006) (SR-Phlx-
2006-55).
---------------------------------------------------------------------------
The Exchange is proposing to eliminate the $0.10 per contract side
and $0.05 per contract side license fees described above on the
following products: iShares Lehman 1-3 Year Treasury Bond Fund, traded
under the symbol SHY; iShares Lehman 7-10 Year Treasury Bond Fund,
traded under the symbol IEF; iShares Lehman 20+ Treasury Bond Fund,
traded under the symbol TLT; iShares Lehman Aggregate Bond Fund, traded
under the symbol AGG; iShares Lehman TIPS Bond Fund, traded under the
symbol TIP (collectively ``iShares Lehman products''); Standard &
Poor's Depositary Receipts[supreg], Trust Series 1, traded under the
symbol SPY; \8\ iShares S&P 100 Index, traded under the symbol OEF;
iShares S&P Europe 350, traded under the symbol IEV; iShares S&P Global
100 Index, traded under the symbol IOO; iShares S&P Global Energy
Sector Index, traded under the symbol IXC; iShares S&P Global Financial
Sector Index, traded under the symbol IXG; iShares S&P Global
Healthcare Sector Index, traded under the symbol IXJ; iShares S&P
Global Information Technology Sector Index, traded under the symbol
IXN; iShares S&P Global Telecom Sector Index, traded under the symbol
IXP; iShares S&P Latin America 40, traded under the symbol ILF ;
iShares S&P MidCap 400, traded under the symbol IJH; iShares S&P
SmallCap 600, traded under the symbol IJR; iShares S&P TOPIX 150,
traded under the symbol ITF; iShares S&P 500, traded under the symbol
IVV; S&P Industrial Select Sector SPDR, traded under the symbol XLI;
S&P Technology Select Sector SPDR, traded under the symbol XLK; S&P
Utilities Select Sector SPDR, traded under the symbol XLU; S&P Consumer
Staples Select Sector SPDR, traded under the symbol XLP; S&P
[[Page 75605]]
Energy Select Sector SPDR, traded under the symbol XLE; S&P Financial
Select Sector SPDR, traded under the symbol XLF; S&P Health Care Select
Sector SPDR, traded under the symbol XLV; S&P Materials Select Sector
SPDR, traded under the symbol XLB; S&P Consumer Discretionary Select
Sector SPDR, traded under the symbol XLY; MidCap SPDR, traded under the
symbol MDY (collectively ``S&P products''); State Street Global
Advisors', a division of State Street Bank and Trust Company
(``SSGA''), streetTracks based on the Dow Jones & Co., Inc. (``Dow
Jones'') Global Titans 50 IndexSM, traded under the symbol DGT; SSGA's
streetTracks based on the Dow Jones Wilshire 5000 IndexSM,
traded under the symbol TMW; BGI's iShares Dow Jones Select Dividend
IndexSM, traded under the symbol DVY; iShares Dow Jones U.S.
Total Market IndexSM, traded under the symbol IYY; iShares
Dow Jones U.S. Basic Materials IndexSM, traded under the
symbol IWY; iShares Dow Jones U.S. Consumer Services Sector
IndexSM, traded under the symbol IYC; iShares Dow Jones U.S.
Financial Sector IndexSM, traded under the symbol IYF;
iShares Dow Jones U.S. Financial Services Sector IndexSM,
traded under the symbol IYG; iShares Dow Jones U.S. Healthcare Sector
IndexSM, traded under the symbol IYH; iShares Dow Jones U.S.
Industrial Sector IndexSM, traded under the symbol IYJ;
iShares Dow Jones U.S. Consumer Goods Sector IndexSM, traded
under the symbol IYK; iShares Dow Jones U.S. Real Estate Sector
IndexSM, traded under the symbol IYR; iShares Dow Jones U.S.
Technology Sector IndexSM, traded under the symbol IYW;
iShares Dow Jones U.S. Telecommunications Sector IndexSM,
traded under the symbol IYZ; iShares Dow Jones U.S. Utilities Sector
IndexSM, traded under the symbol IDU; and First Trust's ETF
based on the Dow Jones Select Microcap IndexSM, traded under
the symbol FDM, (collectively ``Dow Jones products''); \9\ NYSE
Composite Index, traded under the symbol NYC; and NYSE U.S. 100 Index,
traded under the symbol NY, (collectively ``NYSE products''); and
Nasdaq-100 Index Tracking Stock, traded under the symbol QQQQ
(``QQQQ'')SM.\10\
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\8\ Standard & Poor's[supreg],'' ``S&P[supreg],'' ``S&P
500[supreg],'' ``Standard & Poor's 500[supreg]'', ``Standard &
Poor's Depositary Receipts[supreg],'' and ``500'' are trademarks of
The McGraw-Hill Companies, Inc., and have been licensed for use by
the Philadelphia Stock Exchange, Inc., in connection with the
listing and trading of SPDRs, on the Phlx. These products are not
sponsored, sold or endorsed by S&P, a division of The McGraw-Hill
Companies, Inc., and S&P makes no representation regarding the
advisability of investing SPDRs.
\9\ ``Dow Jones'' and ``SSGA's streetTracks based on the Dow
Jones Global Titans 50 IndexSM'', ``SSGA's streetTracks
based on the Dow Jones Wilshire 5000 IndexSM'', ``BGI's
iShares Dow Jones Select Dividend IndexSM'', ``iShares
Dow Jones U.S. Total Market IndexSM'', ``iShares Dow
Jones U.S. Basic Materials IndexSM'', ``iShares Dow Jones
U.S. Consumer Services Sector IndexSM'', ``iShares Dow
Jones U.S. Financial Sector IndexSM'', ``iShares Dow
Jones U.S. Financial Services Sector IndexSM'', ``iShares
Dow Jones U.S. Healthcare Sector IndexSM'', ``iShares Dow
Jones U.S. Industrial Sector IndexSM'', ``iShares Dow
Jones U.S. Consumer Goods Sector IndexSM'', ``iShares Dow
Jones U.S. Real Estate Sector IndexSM'', ``iShares Dow
Jones U.S. Technology Sector IndexSM'', ``iShares Dow
Jones U.S. Telecommunications Sector IndexSM'', ``iShares
Dow Jones U.S. Utilities Sector IndexSM'', and ``First
Trust's ETF based on the Dow Jones Select Microcap
IndexSM'', are service marks of Dow Jones & Company, Inc.
and have been licensed for use for certain purposes by the
Philadelphia Stock Exchange, Inc. The Dow Jones products are not
sponsored, endorsed, sold or promoted by Dow Jones, and Dow Jones
makes no representation regarding the advisability of investing in
such product(s).
\10\ The Nasdaq-100[supreg], Nasdaq-100 Index[supreg],
Nasdaq[supreg], The Nasdaq Stock Market[supreg], Nasdaq-100
SharesSM, Nasdaq-100 TrustSM, Nasdaq-100 Index
Tracking StockSM, and QQQSM are trademarks or
service marks of The Nasdaq Stock Market, Inc. (Nasdaq) and have
been licensed for use for certain purposes by the Phlx pursuant to a
License Agreement with Nasdaq. The Nasdaq-100 Index[supreg] (the
Index) is determined, composed, and calculated by Nasdaq without
regard to the Licensee, the Nasdaq-100 TrustSM, or the
beneficial owners of Nasdaq-100 SharesSM. Nasdaq has
complete control and sole discretion in determining, comprising, or
calculating the Index or in modifying in any way its method for
determining, comprising, or calculating the Index in the future.
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The proposed rule change would remove references to the product
symbols listed above from the Exchange's $60,000 ``Firm Related''
Equity Option and Index Option Cap because the Exchange no longer pays
a license fee in connection with the trading of these products.
Accordingly, there is no need to assess a license fee. Therefore, for
trades settling on or after November 28, 2006, the Exchange will
eliminate the $0.10 and $0.05 license fees for the above-referenced
products. In addition, the Exchange will either not charge any license
fees, or rebate any license fees that were collected, for iShares
Lehman products, S&P products, Dow Jones products and NYSE products for
trades settling on or after June 16, 2006 through November 27, 2006.
Additionally, the Exchange will either not charge any license fees, or
rebate any license fees that were collected, on QQQQ for trades
settling on or after October 13, 2006 through November 27, 2006.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act \11\ in general, and furthers the
objectives of Section 6(b)(4) of the Act \12\ in particular, in that it
is an equitable allocation of reasonable fees and other charges among
Exchange members.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Phlx believes that the proposed rule change would impose no
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange did not solicit or receive any written comments with
respect to the proposal.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has been designated as a fee
change pursuant to Section 19(b)(3)(A)(ii) of the Act \13\ and Rule
19b-4(f)(2) \14\ thereunder. Accordingly, the proposal is effective
upon filing with the Commission. At any time within 60 days of the
filing of the proposed rule change, the Commission may summarily
abrogate such rule change if it appears to the Commission that such
action is necessary or appropriate in the public interest, for the
protection of investors, or otherwise in furtherance of the purposes of
the Act.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
\14\ 17 CFR 240.19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Phlx-2006-78 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2006-78. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will
[[Page 75606]]
post all comments on the Commission's Internet Web site (https://
www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent
amendments, all written statements with respect to the proposed rule
change that are filed with the Commission, and all written
communications relating to the proposed rule change between the
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for inspection and copying in the Commission's Public
Reference Room. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-Phlx-2006-78 and should be
submitted on or before January 5, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6-21338 Filed 12-14-06; 8:45 am]
BILLING CODE 8011-01-P