Self-Regulatory Organizations; BOX Options Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change to Amend BOX Rule 3120 (Position Limits) and BOX Rule 3130 (Exemptions from Position Limits), 42577-42579 [2013-17013]
Download as PDF
Federal Register / Vol. 78, No. 136 / Tuesday, July 16, 2013 / Notices
and will not significantly affect the
protection of investors because the
Exchange is not proposing any
substantive changes and is merely
amending its rule text to mirror FINRA’s
rules. Further, the Commission has
previously considered the amendments
to FINRA Rule 8210, which this
proposed rule change mirrors, as well as
comments responding to the
amendments to FINRA Rule 8210.28
Based on the Exchange’s statements and
the Commission’s previous experiences
with FINRA Rule 8210 amendments, the
Commission believes that waiving the
operative delay is consistent with the
protection of investors and the public
interest. Accordingly, the Commission
hereby grants the Exchange’s request
and waives the 30-day operative
delay.29
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend 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.
emcdonald on DSK67QTVN1PROD with NOTICES
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:
28 See Securities Exchange Act Release No. 68386
(Dec. 7, 2012), 77 FR 74253 (Dec. 13, 2012) (SR–
FINRA–2009–060). FINRA initially filed its
proposed rule change to FINRA Rule 8210 with the
Commission on September 10, 2009. The proposed
rule change was published for comment in the
Federal Register on October 22, 2009. See Exchange
Act Release No. 60836 (Oct. 16, 2009), 74 FR 54614
(Oct. 22, 2009). The Commission received seven
comment letters on the proposed rule change. See
Securities Exchange Act Release No. 68386 (Dec. 7,
2012), 77 FR 74253 (Dec. 13, 2012) (SR–FINRA–
2009–060). On December 22, 2009, FINRA filed a
letter with the Commission responding to these
comments, and on December 21, 2011, FINRA filed
Amendment No. 1 with the Commission to further
respond to the comments and to propose
amendments in response. See letter from Stan
Macel, Assistant General Counsel, Regulatory
Policy and Oversight, FINRA, to Elizabeth M.
Murphy, Secretary, SEC, dated December 22, 2009,
available at https://www.sec.gov/comments/sr-finra2009-060/finra2009060.shtml. On December 5,
2012, FINRA filed Amendment No. 2 with the
Commission to modify a phrase that was included
in Amendment No. 1. The Commission published
notice of the filing on December 7, 2012 and
solicited comments on Amendments Nos. 1 and 2.
See Securities Exchange Act Release No. 68386
(Dec. 7, 2012), 77 FR 74253 (Dec. 13, 2012) (SR–
FINRA–2009–060). The Commission did not receive
comments in response to the amendments.
29 For purposes only of waiving the operative
delay, the Commission has considered the proposed
rule’s impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
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18:49 Jul 15, 2013
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Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
No. SR–NYSE–2013–49 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NYSE–2013–49. This file number
should be included on the subject line
if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
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 Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. 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 No. SR–NYSE–
2013–49 and should be submitted on or
before August 6, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.30
Elizabeth M. Murphy,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69965; File No. SR–BOX–
2013–36]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change to Amend
BOX Rule 3120 (Position Limits) and
BOX Rule 3130 (Exemptions from
Position Limits)
July 11, 2013.
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 July 3,
2013, BOX Options Exchange LLC
(‘‘BOX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to 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 Exchange proposes to amend
BOX Rule 3120 (Position Limits) and
BOX Rule 3130 (Exemptions from
Position Limits). The text of the
proposed rule change is available from
the principal office of the Exchange, at
the Commission’s Public Reference
Room and also on the Exchange’s
Internet Web site at https://
boxexchange.com.
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
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
[FR Doc. 2013–16936 Filed 7–15–13; 8:45 am]
BILLING CODE 8011–01–P
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30 17
CFR 200.30–3(a)(12) (2013).
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42577
2 17
E:\FR\FM\16JYN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 78, No. 136 / Tuesday, July 16, 2013 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On May 10, 2013 the Exchange began
listing and trading options contracts
overlying 1,000 SPDR® S&P 500®
exchange-traded fund shares (‘‘SPY’’),3
or (‘‘Jumbo SPY Options’’).4 Whereas
standard options contracts represent a
deliverable of 100 shares of an
underlying security, this product
represents 1,000 SPY shares. Except for
the difference in the number of
deliverable shares, Jumbo SPY Options
have the same terms and contract
characteristics as regular-sized options
contracts (‘‘standard options’’),
including exercise style. Accordingly,
the Commission noted in the approval
order that the Exchange’s rules which
apply to the trading of standard options
would also apply to Jumbo SPY Options
as well.5 The Exchange proposes to
amend the BOX Rules to clarify that
position limits and the equity hedge
exemption will apply to Jumbo SPY
Options.
emcdonald on DSK67QTVN1PROD with NOTICES
Position Limits
Pursuant to proposed Interpretive
Material to Rule 3120 (IM–3120–4),
positions in Jumbo SPY Options, as
detailed in Rule 5050(e), shall be
aggregated with positions in Mini SPY
options and standard SPY options, with
each Jumbo SPY Option counting as ten
standard SPY option contracts or 100
Mini SPY option contracts. While there
are no position limit requirements for
Jumbo SPY, Mini SPY or standard SPY
options,6 the Exchange believes this
aggregation is appropriate due to the
position limit reporting rules that
continue to apply to all Participants.7
Further, hedge exemptions will apply
pursuant to Rule 3130(b), which the
Exchange proposes to revise to provide
that 1000 (as opposed to 100) shares of
the underlying security is the
appropriate hedge for Jumbo Options
and to make clear that the hedge
3 ‘‘SPDR®,’’ ‘‘Standard & Poor’s®,’’ ‘‘S&P®,’’ ‘‘S&P
500®,’’ and ‘‘Standard & Poor’s 500’’ are registered
trademarks of Standard & Poor’s Financial Services
LLC. The SPY ETF represents ownership in the
SPDR S&P 500 Trust, a unit investment trust that
generally corresponds to the price and yield
performance of the SPDR S&P 500 Index.
4 See Securities Exchange Act Release No. 34–
69511 (May 3, 2013), 78 FR 27271 (May 9, 2013)
(Order Approving SR–BOX–2013–06).
5 Id.
6 Position limits have been eliminated for options
overlying SPY on a pilot basis. See Securities
Exchange Act Release No. 34–67936 (September 27,
2012), 77 FR 60491 (October 3, 2012) (SR–BOX–
2012–013).
7 See BOX Rule 3150(b).
VerDate Mar<15>2010
18:49 Jul 15, 2013
Jkt 229001
exemptions apply to the position limits
set forth in IM–3120–4.8 The Exchange
notes that this filing is similar to
proposals filed by BOX as part of the
launch of ‘‘Mini Options,’’ which are
non-standard options contracts
overlying 10 shares of a security.9
Quarterly Options
The Exchange also proposes to clarify
that Jumbo SPY Options are eligible for
inclusion in the Quarterly Options
Series (‘‘QOS’’) Program.10 The Program
allows BOX to list and trade QOS,
which expire at the close of business on
the last business day of a calendar
quarter. Under the Program, BOX may
select up to five (5) currently listed
exchange traded fund (‘‘ETF’’) or index
option classes on which QOS may be
opened. The Exchange may list series
that expire at the end of the next
consecutive four (4) calendar quarters,
as well as the fourth quarter of the next
calendar year.11
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),12 in general, and Section 6(b)(5)
of the Act,13 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest. By submitting this
proposal the Exchange is eliminating
any potential confusion regarding
Jumbo SPY Options, a new product
listed and traded on the Exchange. The
Exchange believes that the proposal will
help avoid investor confusion by
clarifying how the Exchange’s position
8 Exchange Rule 3140 (Exercise Limits) refers to
exercise limits that correspond to aggregate
positions as described in Rule 3120 (Position
Limits). Today, the position limits established in a
given option under Rule 3120 is also the exercise
limit for such option. Thus, although the proposed
rule change would not amend the text of Rule 3140
(Exercise Limits) itself, the proposed change to add
IM–3120–4 would have a corresponding effect on
the exercise limits.
9 See Securities Exchange Act Release No. 34–
68771 (January 30, 2013), 78 FR 8208 (February 5,
2013) (Notice of Filing and Immediate Effectiveness
of SR–BOX–2013–07).
10 See Interpretive Material 4 to BOX Rule 5050.
11 See BOX Rule 5050(e) which provides that the
Exchange may list Jumbo SPY Options on all
expirations applicable to standard SPY options.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
limit rules will apply to Jumbo SPY
Options, Mini SPY Options and
standard SPY options. Finally, the
Exchange believes that it is appropriate
to clarify that Jumbo SPY Options are
eligible for the Quarterly Options Series
Program. Doing so provides investors
and other market participants with a
more accurate understanding of the
Exchange’s rules regarding Jumbo SPY
Options.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange believes that investors
would benefit from the introduction and
availability of Jumbo SPY Options by
making options on large blocks of the
SPY ETF more available as an investing
tool, particularly for institutional
investors. Trading in Jumbo SPY
Options is entirely voluntary and
Participants can determine if they
would like to trade in this new product.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change: (1) Does not significantly affect
the protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) by its terms does not become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 14 and
Rule 19b–4(f)(6) thereunder.15
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative for 30 days after the
date of filing. However, Rule 19b–
4(f)(6)(iii) permits the Commission to
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission. The
Exchange has fulfilled this requirement.
15 17
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16JYN1
Federal Register / Vol. 78, No. 136 / Tuesday, July 16, 2013 / Notices
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 Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
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 shouldsubmit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BOX–
2013–36 and should be submitted on or
before August 6, 2013
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Elizabeth M. Murphy,
Secretary.
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–BOX–2013–36 on the
subject line.
emcdonald on DSK67QTVN1PROD with NOTICES
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange requests that the Commission
waive the 30-day operative delay so that
the proposed rule change may become
operative immediately. The Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.16 Trading in Jumbo SPY
Options has already commenced and
waiver of the operative delay will allow
the Exchange to immediately implement
its proposal. For these reasons, the
Commission designates the proposed
rule change as operative upon filing.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend 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.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–BOX–2013–36. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
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
[FR Doc. 2013–17013 Filed 7–15–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69957; File No. SR–CME–
2013–10]
Self-Regulatory Organizations;
Chicago Mercantile Exchange Inc.;
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Regarding a Change to
Interest Rate Swap Margin Calculation
Parameters
July 10, 2013.
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 June 28,
2013, Chicago Mercantile Exchange Inc.
(‘‘CME’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change described in
Items I, II and III below, which Items
have been prepared primarily by CME.
CME filed the proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(4)(ii)4
thereunder, so that the proposal was
16 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
VerDate Mar<15>2010
18:49 Jul 15, 2013
Jkt 229001
PO 00000
17 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)(4)(ii).
1 15
Frm 00094
Fmt 4703
Sfmt 4703
42579
effective upon filing with the
Commission. The Commission is
publishing this notice to 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 text of the proposed change is
below. Italicized text indicates
additions; bracketed text indicates
deletions.
*
*
*
*
*
TO: Clearing Member Firms; Back Office
Managers
FROM: CME Clearing
DATE: July__, 2013
ADVISORY #: 13–XXX
SUBJECT: Update to Interest Rate Swap
Margin Parameters
Please be advised that beginning 7/
15/2013, CME Clearing will utilize a
revised set of parameters for the
margining of CME cleared Interest Rate
Swap Products.
The current margin model utilizes
1,260 business days (scenarios).
The IRS margin model will change
parameters through an extended look
back of margins beyond 1,260 scenarios.
The change, pending regulatory review,
will preserve key historical dates from
the 2008 financial crisis.
If you have questions, please email
the Risk Research team at
QRT@cmegroup.com or call 312–338–
2069.
*
*
*
*
*
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
self-regulatory organization included
statements concerning the purpose and
basis for the proposed rule change and
discussed any comments it received on
the proposed rule change. The text of
these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
Statutory Basis for, the Proposed Rule
Change
CME is registered as a derivatives
clearing organization with the
Commodity Futures Trading
Commission and currently offers
clearing services for interest rate swaps
E:\FR\FM\16JYN1.SGM
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Agencies
[Federal Register Volume 78, Number 136 (Tuesday, July 16, 2013)]
[Notices]
[Pages 42577-42579]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-17013]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69965; File No. SR-BOX-2013-36]
Self-Regulatory Organizations; BOX Options Exchange LLC; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change to
Amend BOX Rule 3120 (Position Limits) and BOX Rule 3130 (Exemptions
from Position Limits)
July 11, 2013.
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 July 3, 2013, BOX Options Exchange LLC (``BOX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. 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.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend BOX Rule 3120 (Position Limits) and
BOX Rule 3130 (Exemptions from Position Limits). The text of the
proposed rule change is available from the principal office of the
Exchange, at the Commission's Public Reference Room and also on the
Exchange's Internet Web site at https://boxexchange.com.
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 self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in Sections A, B, and C below, of the
most significant aspects of such statements.
[[Page 42578]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
On May 10, 2013 the Exchange began listing and trading options
contracts overlying 1,000 SPDR[supreg] S&P 500[supreg] exchange-traded
fund shares (``SPY''),\3\ or (``Jumbo SPY Options'').\4\ Whereas
standard options contracts represent a deliverable of 100 shares of an
underlying security, this product represents 1,000 SPY shares. Except
for the difference in the number of deliverable shares, Jumbo SPY
Options have the same terms and contract characteristics as regular-
sized options contracts (``standard options''), including exercise
style. Accordingly, the Commission noted in the approval order that the
Exchange's rules which apply to the trading of standard options would
also apply to Jumbo SPY Options as well.\5\ The Exchange proposes to
amend the BOX Rules to clarify that position limits and the equity
hedge exemption will apply to Jumbo SPY Options.
---------------------------------------------------------------------------
\3\ ``SPDR[supreg],'' ``Standard & Poor's[supreg],''
``S&P[supreg],'' ``S&P 500[supreg],'' and ``Standard & Poor's 500''
are registered trademarks of Standard & Poor's Financial Services
LLC. The SPY ETF represents ownership in the SPDR S&P 500 Trust, a
unit investment trust that generally corresponds to the price and
yield performance of the SPDR S&P 500 Index.
\4\ See Securities Exchange Act Release No. 34-69511 (May 3,
2013), 78 FR 27271 (May 9, 2013) (Order Approving SR-BOX-2013-06).
\5\ Id.
---------------------------------------------------------------------------
Position Limits
Pursuant to proposed Interpretive Material to Rule 3120 (IM-3120-
4), positions in Jumbo SPY Options, as detailed in Rule 5050(e), shall
be aggregated with positions in Mini SPY options and standard SPY
options, with each Jumbo SPY Option counting as ten standard SPY option
contracts or 100 Mini SPY option contracts. While there are no position
limit requirements for Jumbo SPY, Mini SPY or standard SPY options,\6\
the Exchange believes this aggregation is appropriate due to the
position limit reporting rules that continue to apply to all
Participants.\7\
---------------------------------------------------------------------------
\6\ Position limits have been eliminated for options overlying
SPY on a pilot basis. See Securities Exchange Act Release No. 34-
67936 (September 27, 2012), 77 FR 60491 (October 3, 2012) (SR-BOX-
2012-013).
\7\ See BOX Rule 3150(b).
---------------------------------------------------------------------------
Further, hedge exemptions will apply pursuant to Rule 3130(b),
which the Exchange proposes to revise to provide that 1000 (as opposed
to 100) shares of the underlying security is the appropriate hedge for
Jumbo Options and to make clear that the hedge exemptions apply to the
position limits set forth in IM-3120-4.\8\ The Exchange notes that this
filing is similar to proposals filed by BOX as part of the launch of
``Mini Options,'' which are non-standard options contracts overlying 10
shares of a security.\9\
---------------------------------------------------------------------------
\8\ Exchange Rule 3140 (Exercise Limits) refers to exercise
limits that correspond to aggregate positions as described in Rule
3120 (Position Limits). Today, the position limits established in a
given option under Rule 3120 is also the exercise limit for such
option. Thus, although the proposed rule change would not amend the
text of Rule 3140 (Exercise Limits) itself, the proposed change to
add IM-3120-4 would have a corresponding effect on the exercise
limits.
\9\ See Securities Exchange Act Release No. 34-68771 (January
30, 2013), 78 FR 8208 (February 5, 2013) (Notice of Filing and
Immediate Effectiveness of SR-BOX-2013-07).
---------------------------------------------------------------------------
Quarterly Options
The Exchange also proposes to clarify that Jumbo SPY Options are
eligible for inclusion in the Quarterly Options Series (``QOS'')
Program.\10\ The Program allows BOX to list and trade QOS, which expire
at the close of business on the last business day of a calendar
quarter. Under the Program, BOX may select up to five (5) currently
listed exchange traded fund (``ETF'') or index option classes on which
QOS may be opened. The Exchange may list series that expire at the end
of the next consecutive four (4) calendar quarters, as well as the
fourth quarter of the next calendar year.\11\
---------------------------------------------------------------------------
\10\ See Interpretive Material 4 to BOX Rule 5050.
\11\ See BOX Rule 5050(e) which provides that the Exchange may
list Jumbo SPY Options on all expirations applicable to standard SPY
options.
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2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Securities Exchange Act of 1934
(the ``Act''),\12\ in general, and Section 6(b)(5) of the Act,\13\ in
particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general to protect investors and the
public interest. By submitting this proposal the Exchange is
eliminating any potential confusion regarding Jumbo SPY Options, a new
product listed and traded on the Exchange. The Exchange believes that
the proposal will help avoid investor confusion by clarifying how the
Exchange's position limit rules will apply to Jumbo SPY Options, Mini
SPY Options and standard SPY options. Finally, the Exchange believes
that it is appropriate to clarify that Jumbo SPY Options are eligible
for the Quarterly Options Series Program. Doing so provides investors
and other market participants with a more accurate understanding of the
Exchange's rules regarding Jumbo SPY Options.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. Specifically, the Exchange
believes that investors would benefit from the introduction and
availability of Jumbo SPY Options by making options on large blocks of
the SPY ETF more available as an investing tool, particularly for
institutional investors. Trading in Jumbo SPY Options is entirely
voluntary and Participants can determine if they would like to trade in
this new product.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change: (1) Does not
significantly affect the protection of investors or the public
interest; (2) does not impose any significant burden on competition;
and (3) by its terms does not become operative for 30 days after the
date of this filing, or such shorter time as the Commission may
designate if consistent with the protection of investors and the public
interest, the proposed rule change has become effective pursuant to
Section 19(b)(3)(A) of the Act \14\ and Rule 19b-4(f)(6)
thereunder.\15\
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to provide the Commission
with written notice of its intent to file the proposed rule change,
along with a brief description and text of the proposed rule change,
at least five business days prior to the date of filing of the
proposed rule change, or such shorter time as designated by the
Commission. The Exchange has fulfilled this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative for 30 days after the date of filing. However,
Rule 19b-4(f)(6)(iii) permits the Commission to
[[Page 42579]]
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange requests
that the Commission waive the 30-day operative delay so that the
proposed rule change may become operative immediately. The Commission
believes that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest.\16\ Trading in Jumbo
SPY Options has already commenced and waiver of the operative delay
will allow the Exchange to immediately implement its proposal. For
these reasons, the Commission designates the proposed rule change as
operative upon filing.
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\16\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend 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 email to rule-comments@sec.gov. Please include
File Number SR-BOX-2013-36 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BOX-2013-36. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will 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 Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the 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
shouldsubmit only information that you wish to make available publicly.
All submissions should refer to File Number SR-BOX-2013-36 and should
be submitted on or before August 6, 2013
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013-17013 Filed 7-15-13; 8:45 am]
BILLING CODE 8011-01-P